Documents are the primary way to populate your knowledge base. This guide covers uploading files and adding text content.

​
Supported Formats

FormatExtensionsSize Limit
PDF.pdf10MB
Word.doc, .docx10MB
Text.txt, .md1MB
Text-based PDFs work best. Scanned PDFs with only images may not be processed accurately.

​
Uploading a Document

​
Step 1: Navigate to Knowledge

  1. Log into the Marketrix dashboard
  2. Click Knowledge in the left sidebar
  3. Click Upload Document or Add Knowledge

​
Step 2: Select an Application

Choose the application this document should belong to. Agents linked to that application will be able to use this content.

​
Step 3: Upload

File upload: Click Upload File, select your document, and wait for it to finish uploading. Direct text input: Click Add Text, enter a title, and paste or type your content.

​
Step 4: Add Details

  • Title — A clear, descriptive name (e.g., “Return Policy” or “Product Setup Guide”)
  • Description (optional) — A brief summary of what the document covers

​
Step 5: Submit

Click Upload or Add Knowledge. Processing typically takes 1-2 minutes. The status will change to “Processed” when the document is ready for agents to use.

​
Testing Your Documents

After uploading, verify your agents can use the content:
  1. Open the playground with an agent linked to the same application
  2. Ask questions related to the document content
  3. Check that responses reference the uploaded information
If the agent does not reference your document, verify it is linked to the correct application and that the content is relevant to the questions you are asking.

​
Troubleshooting

Document stuck on “Processing”:
  • Confirm the format is supported
  • Check that the file is within size limits
  • Try re-uploading a smaller version
Agent not using the document:
  • Verify the document and agent share the same application
  • Try asking more specific questions related to the document content

​
Next Steps

  1. Add videos for visual content
  2. Manage your knowledge to keep it organized
  3. Create agents that use your documents