Skip to main contentOnce you’ve added documents and videos to your knowledge base, you’ll need to manage them effectively. This guide covers organizing, updating, and maintaining your knowledge for optimal agent performance.
Viewing Your Knowledge Base
Accessing Your Knowledge
- Log into your Marketrix account at app.marketrix.ai
- Click “Knowledge” in the left sidebar
- Select your connection from the dropdown
- View your knowledge list with all uploaded content
For each knowledge item, you’ll see:
- Title - The name you assigned to the knowledge
- Type - Document, Video, or Text
- Size - File size or content length
- Status - Processed, Processing, or Error
- Created Date - When the knowledge was added
- Last Modified - When it was last updated
Knowledge Status Indicators
Processed (Green) - Knowledge is ready for agents to use
Processing (Yellow) - Knowledge is being processed
Error (Red) - Knowledge has issues that need attention
Organizing Your Knowledge
By Connection
Knowledge is automatically organized by connection:
- Each connection has its own knowledge base
- Agents linked to a connection can access that connection’s knowledge
- Knowledge is isolated between different connections
- You can have different knowledge for different websites or apps
By Type
Within each connection, organize knowledge by type:
Documents:
- PDF files
- Word documents
- Text files
Videos:
- MP4 files
- AVI files
- MOV files
Text Content:
- Direct text input
- Notes and reminders
- Custom instructions
By Category
Use categories to organize your knowledge:
Product Information:
- Product descriptions
- Feature guides
- Specifications
- Use cases
Support Documentation:
- FAQ documents
- Troubleshooting guides
- User manuals
- Help articles
Company Information:
- Company overview
- Policies and procedures
- Contact information
- Business hours
Training Content:
- Tutorial videos
- Getting started guides
- Advanced training
- Best practices
Knowledge Management Best Practices
Naming Conventions
Use consistent naming to keep knowledge organized:
By Content Type:
- “Product Guide - [Product Name]”
- “Tutorial Video - [Feature Name]”
- “FAQ - [Topic]”
- “Policy - [Policy Name]”
By Update Date:
- “Product Guide - 2024”
- “Tutorial Video - Updated March 2024”
- “FAQ - Current Version”
- “Policy - Latest”
By Priority:
- “Essential - Product Overview”
- “Important - User Guide”
- “Optional - Advanced Features”
- “Reference - Technical Details”
Content Organization
Group related content:
- Keep similar topics together
- Use consistent categories
- Maintain logical groupings
- Avoid mixing unrelated content
Maintain content hierarchy:
- Start with overview documents
- Follow with detailed guides
- Include specific examples
- End with reference materials
Content Maintenance
Regular review schedule:
- Weekly: Check for new content needs
- Monthly: Review and update existing content
- Quarterly: Audit entire knowledge base
- Annually: Major content reorganization
Content quality checks:
- Verify accuracy and completeness
- Check for outdated information
- Ensure content is helpful to users
- Gather feedback on content quality
Updating Existing Knowledge
- Click on a knowledge item in your knowledge list
- Click “Edit” or the edit icon
- Update the information you want to change:
- Title
- Description
- Category
- Connection
- Click “Save Changes”
Replacing Knowledge Content
- Click on a knowledge item in your knowledge list
- Click “Replace” or the replace icon
- Upload a new file or enter new content
- Review the changes
- Click “Save Changes”
Adding New Versions
- Click on a knowledge item in your knowledge list
- Click “Add Version” or the version icon
- Upload the new version
- Specify version information
- Click “Save Changes”
Knowledge Search and Retrieval
How Agents Search Knowledge
When users ask questions, your agents:
- Understand the question using AI
- Search your knowledge base for relevant information
- Find the best matches based on content relevance
- Generate responses using your knowledge
- Provide accurate answers with proper context
Improving Search Results
Optimize your content for search:
- Use clear, descriptive titles
- Include relevant keywords
- Provide comprehensive descriptions
- Use consistent terminology
Structure content for better search:
- Use clear headings and subheadings
- Organize information logically
- Include specific examples
- Provide context and background
Test search effectiveness:
- Ask questions related to your content
- Check that agents find relevant information
- Improve content based on search results
- Add missing information as needed
Knowledge Quality Management
Content Quality Standards
Ensure your content is:
- Accurate - Information is correct and up-to-date
- Complete - Covers topics thoroughly
- Relevant - Addresses user needs and questions
- Clear - Easy to understand and follow
Content should include:
- Clear explanations and instructions
- Specific examples and use cases
- Step-by-step procedures
- Relevant context and background
Content Review Process
Regular content review:
- Check accuracy - Verify information is correct
- Review completeness - Ensure topics are covered thoroughly
- Assess relevance - Confirm content addresses user needs
- Evaluate clarity - Make sure content is easy to understand
Content improvement:
- Identify gaps - Find missing information
- Update outdated content - Keep information current
- Improve organization - Better structure and flow
- Enhance clarity - Clearer explanations and examples
Usage Analytics
Monitor how your knowledge is being used:
Most Used Knowledge:
- Track which content is accessed most
- Identify popular topics and questions
- Focus on high-value content
- Improve underutilized content
Search Performance:
- Monitor search success rates
- Identify common search terms
- Improve content for better search results
- Add missing information
User Feedback:
- Gather feedback on content quality
- Identify areas for improvement
- Track user satisfaction
- Make content more helpful
Based on usage data:
- Improve popular content - Enhance frequently used knowledge
- Add missing content - Fill gaps in knowledge base
- Optimize search - Improve content for better search results
- Update outdated content - Keep information current
Knowledge Base Maintenance
Regular Maintenance Tasks
Daily:
- Check for new content needs
- Monitor knowledge processing status
- Review any error messages
Weekly:
- Review new content additions
- Check content quality and accuracy
- Monitor agent performance
Monthly:
- Audit knowledge organization
- Update outdated content
- Review and improve content structure
Quarterly:
- Comprehensive knowledge base review
- Major content updates and improvements
- Performance analysis and optimization
Content Lifecycle Management
Content Creation:
- Plan new content based on user needs
- Create high-quality, relevant content
- Organize content logically
- Test content effectiveness
Content Maintenance:
- Regular review and updates
- Quality improvement
- Organization optimization
- Performance monitoring
Content Retirement:
- Identify outdated content
- Remove irrelevant information
- Archive historical content
- Update content references
Troubleshooting Knowledge Issues
Common Problems and Solutions
Knowledge Not Processing
Problem: Knowledge 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
- Contact support if the issue persists
Agent Not Using Knowledge
Problem: Agent doesn’t reference your knowledge in responses
Solutions:
- Check that knowledge is linked to the correct connection
- Verify the agent is linked to the same connection
- Ensure knowledge content is relevant to questions
- Test with more specific questions
Poor Search Results
Problem: Agent can’t find relevant information in knowledge
Solutions:
- Improve knowledge structure and headings
- Add more specific keywords to content
- Break up large documents into smaller sections
- Use more descriptive titles and descriptions
Problem: Knowledge contains outdated information
Solutions:
- Regular review and update of content
- Remove outdated information
- Add current information
- Update references and links
Knowledge Base Optimization
Content Optimization
Improve content quality:
- Write clear, helpful content
- Use specific examples and use cases
- Provide step-by-step instructions
- Include relevant context and background
Optimize for search:
- Use keywords users might search for
- Include common variations of terms
- Provide comprehensive coverage of topics
- Use consistent terminology
Organization Optimization
Improve content organization:
- Use logical groupings and categories
- Maintain consistent naming conventions
- Create clear content hierarchy
- Avoid mixing unrelated content
Enhance content structure:
- Use clear headings and subheadings
- Organize information logically
- Include tables and lists where helpful
- Use consistent formatting
Next Steps
Now that you can manage your knowledge base effectively, you’re ready to:
- Create agents - Build AI assistants that use your knowledge
- Test in the playground - Verify your knowledge works correctly
- Create integrations - Deploy your agents to your website
- Monitor performance - Track how well your knowledge is working
A well-managed knowledge base is the foundation of successful AI agents. Take time to organize and maintain your knowledge properly, and you’ll have a solid base for building powerful customer support solutions.
Getting Help
If you need assistance with knowledge management:
- Check the troubleshooting guide for common issues
- Review content quality and organization
- Test your knowledge with sample questions
- Contact support for additional help
You’re now ready to build amazing AI agents on top of your well-managed knowledge base! 🚀 
