This walkthrough takes you from creating your Marketrix account to having a working AI agent on your website. Follow these steps in order for the best experience.

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What You’ll Accomplish

By the end of this guide, you’ll have:
  • A Marketrix account set up
  • An application set up for your website
  • Knowledge uploaded to train your agent
  • An AI agent created and configured
  • A simulation run to teach your agent your interface
  • A widget integration deployed on your website

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Prerequisites

Before you start, you’ll need:
  • A Google, Microsoft, or GitHub account for sign-in
  • A website URL where you want to deploy your agent
  • A document or some text about your business (for the knowledge base)

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Step 1: Create Your Account

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Sign In

  1. Go to the Marketrix dashboard
  2. Click “Sign In”
  3. Choose your sign-in method (Google, Microsoft, or GitHub)
  4. Complete authentication
  5. You’ll be redirected back to the Marketrix dashboard

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Complete Onboarding

  1. Complete your profile with your name and company details
  2. Familiarize yourself with the dashboard layout
  3. Note the main navigation on the left sidebar

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Step 2: Create Your First Application

Applications tell Marketrix about your website or app so your agents know where they’ll be helping users.

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Create an Application

  1. On the Home page, click “Create Application”

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Set Up Website

  1. Select “Website” as the application type
  2. Enter a name for your application (e.g., “My Website”)
  3. Enter your website URL (e.g., “https://yourwebsite.com”)
  4. Add allowed domains (your domain and www version)
  5. Click “Create Application”
Example:

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Step 3: Add Knowledge

Knowledge helps your agent understand your business and answer questions accurately.
  1. Click “Knowledge” in the left sidebar
  2. Click “Upload Document” or “Add Knowledge”

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Upload Your First Document

  1. Choose a document about your business (PDF, Word doc, or text file) — a company overview, product information, FAQ, or anything about your services
  2. Select your application from the dropdown
  3. Click “Upload”
Don’t have a document? You can also copy and paste text directly, or create a simple text file with information about your business.

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Verify Upload

  1. Check that your document appears in the knowledge list
  2. Wait for processing (usually takes 1-2 minutes)

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Step 4: Create Your First Agent

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Create an Agent

  1. On the Home page, click on your application
  2. Click “Create Agent”

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Basic Agent Setup

  1. Enter agent name (e.g., “Support Assistant”)
  2. Enter description (e.g., “Helps customers with questions and support”)
  3. Click “Continue”

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Write Agent Instructions

Use this template and customize it for your business: 
You are [Agent Name], a helpful customer support assistant for [Your Company Name].

Your role is to:
- Answer questions about our products and services
- Help customers with common issues
- Provide information about our business
- Guide users to the right resources

When helping customers:
- Be friendly and professional
- Ask clarifying questions when needed
- Provide accurate information based on our knowledge base

Company information:
- Business: [What your company does]
- Hours: [Your business hours]
- Contact: [How to reach you for complex issues]

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Assign Knowledge

  1. Select your application from the dropdown
  2. Choose the knowledge you uploaded
  3. Click “Create Agent”

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Step 5: Run a Simulation

Simulations let your agent explore and learn your actual application interface, making it much more effective at helping users.
  1. Click “Simulations” in the left sidebar
  2. Select your application from the dropdown
  3. Select your agent from the dropdown

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Create Your First Simulation

  1. Click “Start New Simulation”
  2. Write simulation instructions using this template:
Explore the website at {{url}} and learn how users navigate and use the main features.
Focus on:
- How users find information about products/services
- The main navigation and user interface
- Key workflows and processes
- How users can get help or contact support
  1. Click “Generate Simulation”

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Monitor the Simulation

  • Watch the progress as your agent explores your website
  • Respond to any questions the agent asks
  • Wait for completion (usually takes 1-2 minutes)

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Step 6: Test in the Playground

Before deploying, test your agent to make sure it works correctly.

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Open the Playground

  1. Go to Widgets, click your integration, and click “Playground” — or navigate directly to the Playground
  2. Select your application from the dropdown
  3. Select your agent from the dropdown

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Test Your Agent

  1. Send a test message like “Hello, can you help me?”
  2. Ask questions about your business
  3. Try different types of questions to see how it responds
Example test questions:
  • “What does your company do?”
  • “How can I contact support?”
  • “What are your business hours?”

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Make Adjustments

If your agent doesn’t respond well:
  • Update the agent instructions to be more specific
  • Add more knowledge if needed
  • Test again in the playground

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Step 7: Create Your Widget Integration

  1. Click “Widgets” in the left sidebar
  2. Click “Create Integration”

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Set Up Widget Integration

  1. Select “Widget” as the integration type
  2. Choose your application from the dropdown
  3. Select your agent from the dropdown
  4. Configure widget settings (header text, greeting message, enabled modes)
  5. Click “Create Integration”

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Get Your Integration Code

After creating the integration, you’ll receive a code snippet to embed on your website.

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Step 8: Deploy to Your Website

Add the widget to your website to start helping users.

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Add the Widget Code

  1. Open your website’s HTML (or content management system)
  2. Paste the integration code before the closing </body> tag
  3. Save and publish your website
The integration code will look like this: 
<script
  src="https://widget.marketrix.ai/standalone.mjs"
  mtx-ai-host="https://agent.marketrix.ai"
  mtx-api-host="https://api.marketrix.ai"
  mtx-id="your-marketrix-id"
  mtx-key="your-marketrix-key"
></script>
Replace your-marketrix-id and your-marketrix-key with the values from your integration page. All other widget settings (position, colors, modes, greeting text, etc.) are managed through the Marketrix dashboard and fetched automatically by the widget.

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Test on Your Website

  1. Visit your website
  2. Look for the chat widget in the corner of your page
  3. Click the widget to open it
  4. Send a test message to verify it works

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Congratulations!

You’ve successfully set up your first AI agent on Marketrix. Your agent is now helping users on your website, answering questions using your knowledge base, and providing support around the clock.

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What’s Next?

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Immediate Improvements

  • Add more knowledge to help with additional questions
  • Refine agent instructions based on how it performs
  • Customize the widget appearance from the dashboard
  • Test with real users and gather feedback

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Advanced Features

  • Create multiple agents for different purposes
  • Run additional simulations to deepen interface understanding
  • Create specialized agents for different departments

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Getting Help

If you need assistance: