Quick Start

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What You’ll Accomplish

• ✅ A Marketrix account set up
• ✅ A connection to your website
• ✅ Knowledge uploaded to train your agent
• ✅ An AI agent created and configured
• ✅ A widget integration ready to deploy
• ✅ Your agent helping users on your website

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Prerequisites

• An email address for your Marketrix account
• A website URL where you want to deploy your agent
• A document or some text about your business (for knowledge)

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Step 1: Create Your Account (2 minutes)

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Sign Up

1. Go to app.marketrix.ai
2. Click “Sign Up” or “Get Started”
3. Enter your email and create a password
4. Click “Create Account”

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Verify Your Email

1. Check your email for a verification message
2. Click the verification link
3. Complete your profile with your name and company

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Access Your Dashboard

1. Log in to your account
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 Connection (2 minutes)

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Navigate to Connections

1. Click “Connections” in the left sidebar
2. Click “Create Connection” button

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Set Up Website Connection

1. Select “Website” as the connection type
2. Enter a name for your connection (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 Connection”

• Name: “My Company Website”
• URL: “https://mycompany.com”
• Allowed Domains: “mycompany.com, www.mycompany.com”

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Step 3: Add Knowledge to Your Agent (2 minutes)

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Navigate to Knowledge

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)
   • Company overview
   • Product information
   • FAQ document
   • Any text about your services
2. Select your connection from the dropdown
3. Click “Upload”

• Copy and paste text directly
• Create a simple text file with information about your business
• Use any existing documentation you have

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Verify Upload

1. Check that your document appears in the knowledge list
2. Note the connection it’s associated with
3. Wait for processing (usually takes 1-2 minutes)

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Step 4: Create Your First Agent (3 minutes)

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Navigate to Agents

1. Click “Agents” in the left sidebar
2. Click “Create Agent”

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Basic Agent Setup

1. Select “AI Agent” as the type
2. Enter agent name (e.g., “Support Assistant”)
3. Enter description (e.g., “Helps customers with questions and support”)
4. Choose voice (Male or Female)
5. Click “Continue”

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Write Agent Instructions

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
- Be helpful and patient

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 connection from the dropdown
2. Choose the knowledge you uploaded
3. Click “Create Agent”

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Step 5: Run a Simulation (2 minutes)

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Navigate to Simulations

1. Click “Simulations” in the left sidebar
2. Select your connection 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

3. 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 Your Agent in the Playground (1 minute)

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Open the Playground

1. Click “Playground” in the left sidebar
2. Select your connection 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 a question about your business
3. Try different types of questions to see how it responds
4. Check that responses are helpful and accurate

• “What does your company do?”
• “How can I contact support?”
• “What are your business hours?”
• “Tell me about your products”

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Make Adjustments

• Go back to your agent and update the instructions
• Add more knowledge if needed
• Test again in the playground

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Step 7: Create Your Widget Integration (2 minutes)

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Navigate to Integrations

1. Click “Integrations” 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 connection from the dropdown
3. Select your agent from the dropdown
4. Configure widget settings:
   • Widget header: “How can we help you?”
   • Widget greeting: “Hello! I’m here to help. What can I do for you today?”
   • Enable all modes: Tell, Show, Do
5. Click “Create Integration”

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Get Your Integration Code

1. Copy the integration code provided
2. Note the script tag - this is what you’ll add to your website

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Step 8: Deploy to Your Website (1 minute)

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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

<script 
  src="https://your-domain.com/integration/1/widget.js"
  data-marketrix-id="your-marketrix-id"
  data-marketrix-key="your-marketrix-key"
  data-position="bottom-right"
  data-theme="light"
  data-agent-name="Support Assistant"
  data-enabled-modes="show,tell,do">
</script>

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Test on Your Website

1. Visit your website
2. Look for the widget in the bottom-right corner
3. Click the widget to open it
4. Send a test message to verify it works
5. Check that your agent responds correctly

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Congratulations! 🎉

• ✅ Helping users on your website
• ✅ Answering questions using your knowledge
• ✅ Providing support 24/7
• ✅ Ready to be customized further

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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 to match your brand
• Test with real users and gather feedback

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Advanced Features

• Create multiple agents for different purposes
• Set up Slack integration for team notifications
• Add more interaction modes (Show and Do)
• Create specialized agents for different departments

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Ongoing Maintenance

• Monitor agent performance and user interactions
• Update knowledge as your business changes
• Refine instructions based on user feedback
• Add new features as they become available

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Getting Help

• Check the troubleshooting guide for common issues
• Review the detailed guides for each section
• Contact support at support@marketrix.ai
• Join our community for tips and best practices

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Quick Reference

1. Account Setup → Created Marketrix account and verified email
2. Connection → Set up connection to your website
3. Knowledge → Uploaded business information for your agent
4. Agent → Created AI agent with custom instructions
5. Simulation → Agent explored and learned your website interface
6. Testing → Verified agent works in playground
7. Integration → Created widget integration
8. Deployment → Added widget to your website