Before You Start
You’ll need:- A Marketrix account
- Your website or app URL
- Information about which domains should be allowed
- A clear name for your connection
Creating a Website Connection
Website connections are perfect for most standard websites, landing pages, and marketing sites.Step 1: Navigate to Connections
- Log into your Marketrix account at app.marketrix.ai
- Click “Connections” in the left sidebar
- Click “Create Connection” button
Step 2: Choose Connection Type
- Select “Website” as the connection type
- Click “Continue”
Step 3: Basic Information
Fill out the basic information for your connection:Connection Name
- What to enter: A descriptive name for your connection
- Examples: “Company Website”, “E-commerce Store”, “Marketing Site”
- Tip: Choose a name that clearly identifies this website
Website URL
- What to enter: The main URL of your website
- Examples:
https://example.comhttps://www.mystore.comhttps://mycompany.com
- Tip: Include the full URL with
https://
Description (Optional)
- What to enter: A brief description of what this connection is for
- Examples:
- “Main company website for customer support”
- “E-commerce store for product questions and orders”
- “Marketing site for lead generation”
- Tip: Help team members understand the purpose
Step 4: Domain Configuration
Configure which domains can use your agents:Allowed Domains
- What to enter: List of domains that can use your agents
- Examples:
example.com, www.example.com(both versions)store.example.com(specific subdomain)example.com, www.example.com, app.example.com(multiple domains)
- Tip: Include all variations of your domain
Domain Examples
Single Domain:Step 5: Review and Create
- Review all information you’ve entered
- Check that domains are correct and include all variations
- Verify the URL is accessible
- Click “Create Connection”
Step 6: Verify Connection
After creating your connection:- Check that it appears in your connections list
- Verify the status shows as “Active”
- Test the connection by creating a simple agent
Creating an App Connection
App connections are designed for web applications, SaaS platforms, and complex websites that need advanced configuration.Step 1: Navigate to Connections
- Log into your Marketrix account at app.marketrix.ai
- Click “Connections” in the left sidebar
- Click “Create Connection” button
Step 2: Choose Connection Type
- Select “App” as the connection type
- Click “Continue”
Step 3: Basic Information
Fill out the basic information for your app connection:Connection Name
- What to enter: A descriptive name for your application
- Examples: “Customer Portal”, “SaaS Application”, “Admin Dashboard”
- Tip: Choose a name that reflects the application’s purpose
App URL
- What to enter: The main URL of your application
- Examples:
https://app.example.comhttps://portal.mycompany.comhttps://dashboard.example.com
- Tip: Use the exact URL where your app is hosted
Description (Optional)
- What to enter: A brief description of the application
- Examples:
- “Customer portal for account management and support”
- “SaaS application for project management”
- “Admin dashboard for internal operations”
- Tip: Explain what the app does and who uses it
Step 4: Advanced Configuration
App connections offer additional configuration options:Authentication Settings
- No Authentication: For public applications
- Basic Authentication: Username and password
- API Key: Custom API key authentication
- OAuth: OAuth-based authentication
Rate Limiting
- Requests per minute: Limit how often agents can be used
- Requests per hour: Hourly usage limits
- Requests per day: Daily usage limits
Custom Headers
- Authorization: Custom authorization headers
- API Version: Specify API version
- Custom Headers: Additional headers for requests
Step 5: Domain Configuration
Configure which domains can use your agents:Allowed Domains
- What to enter: List of domains for your application
- Examples:
app.example.com(single app domain)app.example.com, api.example.com(app and API domains)portal.example.com, admin.example.com(multiple app domains)
Environment Settings
- Development: For testing and development
- Staging: For pre-production testing
- Production: For live applications
Step 6: Review and Create
- Review all configuration settings
- Check that domains are correct
- Verify authentication settings if applicable
- Test the app URL to ensure it’s accessible
- Click “Create Connection”
Connection Examples
E-commerce Website
Connection Type: Website Name: “Online Store” URL:https://mystore.com
Domains: mystore.com, www.mystore.com
Description: “E-commerce website for product sales and customer support”
SaaS Application
Connection Type: App Name: “Project Management App” URL:https://app.myproject.com
Domains: app.myproject.com, api.myproject.com
Description: “SaaS application for project management and team collaboration”
Marketing Website
Connection Type: Website Name: “Company Website” URL:https://mycompany.com
Domains: mycompany.com, www.mycompany.com
Description: “Main company website for marketing and lead generation”
Customer Portal
Connection Type: App Name: “Customer Portal” URL:https://portal.mycompany.com
Domains: portal.mycompany.com
Description: “Customer portal for account management and support”
Best Practices
Naming Your Connections
Good Names:- “Company Website”
- “E-commerce Store”
- “Customer Portal”
- “Marketing Site”
- “Connection 1”
- “Test Connection”
- “My Website”
- Generic or unclear names
Domain Configuration
Include All Variations:example.comandwww.example.com- All subdomains you use
- Development and staging domains (if needed)
- Only include domains you actually use
- Don’t use wildcards unless necessary
- Test all domains to ensure they work
Security Considerations
Domain Restrictions:- Always specify allowed domains
- Don’t use overly broad domain patterns
- Regularly review and update domain lists
- Use appropriate authentication for app connections
- Don’t expose sensitive credentials
- Test authentication thoroughly
Common Issues and Solutions
Connection Not Working
Problem: Connection shows as inactive or not working Solutions:- Check that the URL is correct and accessible
- Verify domain configuration includes all variations
- Ensure the connection is set to “Active” status
Domain Not Allowed
Problem: Agent not working on your website Solutions:- Check that your domain is in the allowed domains list
- Include both
example.comandwww.example.com - Verify there are no typos in domain names
Authentication Issues
Problem: App connection authentication failing Solutions:- Verify authentication credentials are correct
- Check that authentication method matches your app
- Test authentication outside of Marketrix first
Testing Your Connection
After creating a connection, test it to make sure it works:Basic Test
- Create a simple agent linked to your connection
- Test the agent in the playground
- Verify the agent responds correctly
Integration Test
- Create a widget integration for your connection
- Test the integration on your website
- Verify the widget appears and works correctly
Next Steps
Once you’ve created your connection, you’re ready to:- Add knowledge - Upload documents to train your agents
- Create an agent - Build an AI assistant for your connection
- Test in the playground - Make sure everything works
- Create an integration - Deploy your agent to your website
Getting Help
If you run into issues:- Check the troubleshooting guide for common problems
- Verify your domain configuration is correct
- Test your website URL to ensure it’s accessible
- Contact support if you need additional help