This guide covers viewing, editing, and maintaining your knowledge base after you have added content.

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Viewing Your Knowledge

  1. Go to Knowledge in the left sidebar at the Marketrix dashboard
  2. Select an application from the dropdown
Each knowledge item displays its title, type (Document, Video, or Text), size, status, and dates.

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Status Indicators

  • Processed (Green) — Ready for agents to use
  • Processing (Yellow) — Currently being indexed
  • Error (Red) — Needs attention

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Editing Knowledge

  1. Click on a knowledge item
  2. Click Edit
  3. Update the title, description, or category
  4. Click Save Changes
To replace the content itself, click Replace and upload a new file or enter new text.

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Organizing Your Knowledge

Knowledge is automatically scoped to the application it belongs to. Within an application, keep things organized by:
  • Using clear, descriptive titles (e.g., “Return Policy” not “Document 1”)
  • Keeping each document focused on a single topic
  • Removing outdated content regularly

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Improving Agent Responses

If agents are not finding the right information:
  • Add descriptive titles and keywords so content is easier to match
  • Break up large documents into smaller, focused pieces
  • Fill knowledge gaps by adding content for unanswered questions
  • Keep content current by updating information when it changes

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Troubleshooting

Knowledge stuck on “Processing”:
  • Check that the file format is supported and within size limits
  • Try re-uploading a smaller version
Agent not using knowledge:
  • Verify the knowledge and agent share the same application
  • Ask more specific questions to test retrieval
  • Check that the content is relevant to what users are asking
Outdated information in responses:
  • Update or replace the knowledge item with current content
  • Remove knowledge that is no longer accurate

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Next Steps

  1. Create agents that use your knowledge
  2. Test in the playground to verify responses
  3. Create integrations to deploy to your site