Skip to main contentDocuments are the foundation of your knowledge base. This guide will show you how to upload PDFs, Word documents, and other files to train your AI agents.
Before You Start
You’ll need:
- A Marketrix account with at least one connection
- Documents in supported formats (PDF, Word, text)
- Documents that are relevant to your business and users
PDF Files
- Best for: Product manuals, guides, documentation
- Size limit: Up to 10MB per file
- Recommended: 1-5MB for best performance
- Content: Text-based PDFs work best
Word Documents
- Best for: Policies, procedures, FAQs
- Supported formats: .doc, .docx
- Size limit: Up to 10MB per file
- Content: Text and basic formatting
Text Files
- Best for: Simple documentation, notes, scripts
- Supported formats: .txt, .md
- Size limit: Up to 1MB per file
- Content: Plain text or markdown
Preparing Your Documents
Document Quality
For best results, ensure your documents:
- Are well-formatted and easy to read
- Use clear headings and structure
- Contain accurate, up-to-date information
- Are relevant to your users’ needs
Document Organization
Structure your documents with:
- Clear titles and headings
- Bullet points and numbered lists
- Tables for structured data
- Consistent formatting throughout
Content Guidelines
Write content that:
- Answers common user questions
- Provides step-by-step instructions
- Includes specific examples
- Uses keywords users might search for
Uploading Documents
Step 1: Navigate to Knowledge
- Log into your Marketrix account at app.marketrix.ai
- Click “Knowledge” in the left sidebar
- Click “Upload Document” or “Add Knowledge”
Step 2: Select Your Connection
- Choose the connection where you want to add knowledge
- Verify the connection is correct
- Click “Continue”
Step 3: Choose Upload Method
You have two options for adding documents:
Option A: File Upload
- Click “Upload File”
- Select your document from your computer
- Wait for the file to upload
- Review the file information
Option B: Direct Text Input
- Click “Add Text”
- Enter a title for your content
- Paste or type your content
- Review the text
Fill out the document details:
Document Title
- What to enter: A clear, descriptive title
- Examples:
- “Product User Guide”
- “Company Policies and Procedures”
- “Frequently Asked Questions”
- Tip: Use titles that clearly describe the content
Document Description (Optional)
- What to enter: A brief summary of the document
- Examples:
- “Complete guide to using our product features”
- “Company policies for employees and customers”
- “Common questions and answers about our services”
- Tip: Help team members understand what the document contains
Document Category (Optional)
- What to enter: A category to organize your documents
- Examples:
- “Product Information”
- “Support Documentation”
- “Company Policies”
- “User Guides”
- Tip: Use consistent categories across your knowledge base
Step 5: Review and Upload
- Review all information you’ve entered
- Check that the document is correct
- Verify the connection is right
- Click “Upload” or “Add Knowledge”
Step 6: Processing
After uploading:
- Wait for processing (usually 1-2 minutes)
- Check the status - it should show “Processed” when ready
- Verify the document appears in your knowledge list
Document Examples
Title: “Product Features and Specifications”
Description: “Complete overview of our product features, specifications, and capabilities”
Category: “Product Information”
Content: Detailed product descriptions, features, specifications, and use cases
FAQ Document
Title: “Frequently Asked Questions”
Description: “Common questions and answers about our products and services”
Category: “Support Documentation”
Content: Q&A format with common questions and detailed answers
User Guide Document
Title: “Getting Started Guide”
Description: “Step-by-step guide for new users to get started with our platform”
Category: “User Guides”
Content: Step-by-step instructions with screenshots and examples
Policy Document
Title: “Company Policies and Procedures”
Description: “Complete guide to company policies, procedures, and guidelines”
Category: “Company Policies”
Content: Detailed policies, procedures, and guidelines
Best Practices for Document Content
Writing Effective Content
Use clear, simple language:
- Write for your audience’s level
- Avoid jargon and technical terms
- Use short sentences and paragraphs
- Include examples and explanations
Structure your content well:
- Use clear headings and subheadings
- Organize information logically
- Use bullet points and numbered lists
- Include tables for structured data
Make content searchable:
- Use keywords users might search for
- Include common variations of terms
- Provide context and background
- Use consistent terminology
Content Organization
One topic per document:
- Focus each document on a specific topic
- Avoid mixing unrelated information
- Keep documents at reasonable lengths
- Break up large documents into smaller sections
Use consistent formatting:
- Use the same heading styles throughout
- Maintain consistent bullet point styles
- Use consistent table formatting
- Keep formatting simple and clean
Content Maintenance
Keep content current:
- Update information when it changes
- Remove outdated information
- Add new information as needed
- Review content regularly
Monitor content quality:
- Check for accuracy and completeness
- Ensure content is helpful to users
- Gather feedback on content quality
- Improve content based on user needs
Document Management
Viewing Your Documents
- Go to the Knowledge section
- Select your connection
- View your documents list
- Click on a document to see details
- Click on a document in your knowledge list
- Click “Edit” or the edit icon
- Update the information you want to change
- Click “Save Changes”
Deleting Documents
- Click on a document in your knowledge list
- Click “Delete” or the delete icon
- Confirm the deletion
- Verify the document is removed
Testing Your Documents
Test with Sample Questions
After uploading documents, test them with questions like:
- “What are your product features?”
- “How do I get started?”
- “What are your policies?”
- “Can you help me with [specific topic]?”
Verify Agent Responses
- Create a simple agent linked to your connection
- Test the agent in the playground
- Ask questions related to your documents
- Check that responses are accurate and helpful
Improve Based on Testing
If your agent doesn’t respond well:
- Review your documents for completeness
- Add missing information to your documents
- Improve document organization and structure
- Test again to verify improvements
Common Issues and Solutions
Document Not Processing
Problem: Document shows as “Processing” for a long time
Solutions:
- Check that the file format is supported
- Verify the file size is within limits
- Try uploading a smaller version of the document
- Contact support if the issue persists
Agent Not Using Document
Problem: Agent doesn’t reference your document in responses
Solutions:
- Check that the document is linked to the correct connection
- Verify the agent is linked to the same connection
- Ensure the document content is relevant to the questions
- Test with more specific questions
Poor Search Results
Problem: Agent can’t find relevant information in documents
Solutions:
- Improve document structure and headings
- Add more specific keywords to your content
- Break up large documents into smaller sections
- Use more descriptive titles and descriptions
Document Limits
Storage Limits
Free Plan:
- Up to 100MB total storage
- Up to 10 documents per connection
- Basic processing capabilities
Pro Plan:
- Up to 1GB total storage
- Up to 100 documents per connection
- Advanced processing capabilities
Enterprise Plan:
- Unlimited storage
- Unlimited documents per connection
- Premium processing capabilities
File Size Limits
Individual file limits:
- PDF files: Up to 10MB
- Word documents: Up to 10MB
- Text files: Up to 1MB
Recommended sizes:
- PDF files: 1-5MB for best performance
- Word documents: 1-5MB for best performance
- Text files: Under 100KB for quick processing
Next Steps
Now that you’ve added documents to your knowledge base, you’re ready to:
- Add video content - Upload tutorial and demonstration videos
- Organize your knowledge - Keep your knowledge base well-organized
- Create agents - Build AI assistants that use your knowledge
- Test in the playground - Verify your knowledge works correctly
Your documents are the foundation of your agents’ intelligence. The more quality documents you provide, the better your agents will be at helping your users.
Getting Help
If you need assistance with documents:
- Check the troubleshooting guide for common issues
- Review document quality and organization
- Test your documents with sample questions
- Contact support for additional help
You’re now ready to build a comprehensive knowledge base with quality documents! 🚀 
