Skip to main contentOnce you’ve created connections, you’ll need to manage them effectively. This guide covers viewing, editing, testing, and organizing your connections.
Viewing Your Connections
Accessing the Connections List
- Log into your Marketrix account at app.marketrix.ai
- Click “Connections” in the left sidebar
- View your connections list with all active connections
For each connection, you’ll see:
- Name - The connection name you assigned
- Type - Website or App connection
- URL - The main URL of your connection
- Status - Active, Inactive, or Error
- Created Date - When the connection was created
- Last Modified - When it was last updated
Connection Status Indicators
Active (Green) - Connection is working properly
Inactive (Gray) - Connection is disabled
Error (Red) - Connection has issues that need attention
Editing Connection Details
- Click on a connection in your connections list
- Click “Edit” or the edit icon
- Update the information you want to change:
- Connection name
- Description
- URL (if needed)
- Click “Save Changes”
Domain Configuration Updates
- Open the connection for editing
- Navigate to “Domain Settings” or “Allowed Domains”
- Add or remove domains as needed
- Click “Save Changes”
Common Updates:
- Adding new subdomains
- Removing unused domains
- Fixing typos in domain names
- Adding development/staging domains
Advanced Settings (App Connections)
For app connections, you can also update:
- Authentication settings
- Rate limiting configuration
- Custom headers
- Environment settings
Testing Your Connections
Basic Connection Test
- Click on a connection in your list
- Click “Test Connection” button
- Review the test results:
- URL accessibility
- Domain configuration
- Authentication (if applicable)
Agent Testing
The best way to test a connection is with an actual agent:
- Create a simple test agent linked to your connection
- Test the agent in the playground
- Verify the agent responds correctly
- Check that responses are appropriate for your connection
Integration Testing
Test your connection with a real integration:
- Create a widget integration for your connection
- Deploy the widget to your website
- Test the widget on your actual website
- Verify everything works as expected
Organizing Your Connections
Naming Conventions
Use consistent naming to keep connections organized:
By Environment:
- “Company Website - Production”
- “Company Website - Staging”
- “Company Website - Development”
By Purpose:
- “E-commerce Store - Customer Support”
- “E-commerce Store - Sales”
- “Marketing Site - Lead Generation”
By Department:
- “Support Portal - Technical”
- “Support Portal - Billing”
- “Support Portal - General”
Connection Categories
Organize connections by grouping related ones:
Website Connections:
- Main company website
- Marketing landing pages
- Blog or content sites
App Connections:
- Customer portals
- Admin dashboards
- Internal tools
Environment Connections:
- Production environments
- Staging environments
- Development environments
Connection Health Monitoring
Regular Health Checks
Perform these checks regularly:
- Test connection accessibility - Ensure URLs are still working
- Verify domain configuration - Check that domains are still correct
- Review agent performance - Make sure agents are working well
- Check integration status - Verify widgets are functioning
Use these features to monitor your connections:
Dashboard Overview:
- Connection status indicators
- Recent activity logs
- Performance metrics
Connection Details:
- Last test results
- Error logs
- Usage statistics
Agent Performance:
- Response times
- Success rates
- User feedback
Troubleshooting Connection Issues
Common Problems and Solutions
Connection Shows as “Error”
Possible Causes:
- Website URL is no longer accessible
- Domain configuration is incorrect
- Authentication credentials have changed
Solutions:
- Test the URL in a browser to ensure it’s accessible
- Check domain configuration for typos or missing domains
- Update authentication if credentials have changed
- Contact support if the issue persists
Agent Not Responding
Possible Causes:
- Connection is inactive
- Agent is not properly linked to connection
- Domain restrictions are blocking access
Solutions:
- Check connection status - ensure it’s active
- Verify agent configuration - make sure it’s linked to the connection
- Review domain settings - ensure your domain is allowed
- Test in playground - verify the agent works there
Possible Causes:
- Integration is not properly configured
- Domain restrictions are blocking the widget
- Website code is not correctly implemented
Solutions:
- Check integration settings - ensure it’s linked to the correct connection
- Verify domain configuration - make sure your domain is allowed
- Review website code - ensure the integration code is correctly placed
- Test on different pages - verify it works across your site
Getting Help with Issues
If you can’t resolve connection issues:
- Check the troubleshooting guide for detailed solutions
- Review connection logs for error messages
- Test with a simple setup to isolate the problem
- Contact support with specific error details
Connection Maintenance
Regular Maintenance Tasks
Weekly:
- Review connection status
- Check for any error indicators
- Test critical connections
Monthly:
- Review domain configurations
- Update connection descriptions
- Clean up unused connections
Quarterly:
- Audit all connections
- Review naming conventions
- Update documentation
Backup and Recovery
Connection Backup:
- Export connection configurations
- Document connection settings
- Keep records of domain configurations
Recovery Planning:
- Know how to recreate connections
- Have backup domain configurations
- Document integration dependencies
Connection Limits and Upgrades
Understanding Your Limits
Free Plan:
- Up to 3 connections
- Up to 5 domains per connection
- Basic support
Pro Plan:
- Up to 10 connections
- Up to 20 domains per connection
- Priority support
Enterprise Plan:
- Unlimited connections
- Unlimited domains per connection
- Dedicated support
When to Upgrade
Consider upgrading when you:
- Need more connections than your plan allows
- Require additional domains per connection
- Need advanced features like custom authentication
- Want priority support
Best Practices
Connection Management
- Use descriptive names that clearly identify each connection
- Keep domain lists current and remove unused domains
- Test connections regularly to ensure they’re working
- Document connection purposes for team members
- Monitor connection health and address issues quickly
Security Best Practices
- Limit domain access to only what’s necessary
- Use secure authentication for app connections
- Regularly review who has access to connections
- Keep connection settings up to date
- Monitor for unauthorized access
Team Collaboration
- Use consistent naming conventions across your team
- Document connection purposes and configurations
- Share connection information with relevant team members
- Establish clear ownership of each connection
- Regularly review connection usage and needs
Next Steps
Now that you can manage your connections effectively, you’re ready to:
- Add knowledge - Upload documents to train your agents
- Create agents - Build AI assistants for your connections
- Test in the playground - Verify everything works correctly
- Create integrations - Deploy your agents to your websites
Well-managed connections are the foundation of successful AI agent deployments. Take time to organize and maintain them properly, and you’ll have a solid base for building powerful customer support solutions.
Getting Help
If you need assistance with connection management:
- Check the troubleshooting guide for common issues
- Review connection logs for error details
- Test with simple configurations to isolate problems
- Contact support for complex issues
You’re now ready to build amazing AI agents on top of your well-managed connections! 🚀 
