Overview

Your knowledge base is the foundation of your AI agents’ intelligence. It’s where you store all the information your agents need to help your users effectively.

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What Is a Knowledge Base?

A knowledge base is a collection of documents, videos, and other content that your AI agents use to answer questions and provide help. Think of it as your agents’ “brain” - the more knowledge you provide, the smarter and more helpful your agents become.

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Why Your Agents Need Knowledge

Without knowledge, your agents can only provide generic responses. With a well-built knowledge base, your agents can:

• Answer specific questions about your products and services
• Provide accurate information about your business
• Help with troubleshooting using your documentation
• Guide users through your processes and procedures
• Offer personalized assistance based on your business context

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How Knowledge Works

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The Knowledge Process

1. You upload documents, videos, or text content
2. Marketrix processes the content and extracts information
3. Knowledge is indexed and made searchable
4. Your agents search the knowledge when users ask questions
5. Agents provide accurate, helpful responses based on your content

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Types of Knowledge

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Document Knowledge

What it is: Text-based files that contain information about your business Supported formats:

• PDF files - Product manuals, guides, documentation
• Word documents - Policies, procedures, FAQs
• Text files - Simple documentation, notes, scripts

Best for:

• Product information
• Company policies
• User guides
• FAQ documents
• Technical documentation

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Video Knowledge

What it is: Video content that demonstrates processes or explains concepts Supported formats:

• MP4 - Standard video format
• AVI - Windows video format
• MOV - QuickTime video format

Best for:

• Tutorial videos
• Product demonstrations
• Training content
• Process explanations
• How-to guides

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Text Knowledge

What it is: Direct text input that you type or paste into Marketrix Best for:

• Quick updates
• Simple information
• Notes and reminders
• Custom instructions

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Knowledge Organization

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By Connection

Knowledge is organized by connection, which means:

• 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

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By Type

Within each connection, you can organize knowledge by:

• Document type - PDFs, Word docs, videos, text
• Content category - Product info, support docs, policies
• Update date - Recently added, recently updated
• Usage frequency - Most used, least used

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How Agents Use Knowledge

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Knowledge Search

When users ask questions, your agents:

1. Understand the question using AI
2. Search your knowledge base for relevant information
3. Find the best matches based on content relevance
4. Generate responses using your knowledge
5. Provide accurate answers with proper context

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Knowledge Quality

The quality of your agents’ responses depends on:

• Knowledge completeness - How much information you provide
• Knowledge accuracy - How correct and up-to-date your content is
• Knowledge organization - How well your content is structured
• Knowledge relevance - How well your content matches user questions

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Building an Effective Knowledge Base

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Start with the Basics

Essential knowledge to include:

• Company overview and mission
• Product or service descriptions
• Contact information and business hours
• Common questions and answers
• Basic policies and procedures

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Add Detailed Information

Comprehensive knowledge to add:

• Detailed product specifications
• Step-by-step guides and tutorials
• Troubleshooting information
• Advanced features and capabilities
• Integration and setup instructions

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Keep It Current

Regular updates:

• Update information when products change
• Add new content for new features
• Remove outdated information
• Review and improve existing content

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Knowledge Best Practices

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Content Quality

Write clear, helpful content:

• Use simple, clear language
• Include specific examples
• Provide step-by-step instructions
• Use headings and bullet points for organization

Make content searchable:

• Use keywords that users might search for
• Include common variations of terms
• Provide context and background information
• Use consistent terminology

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Content Organization

Structure your content well:

• Use clear headings and subheadings
• Organize information logically
• Include tables and lists where helpful
• Use consistent formatting

Keep content focused:

• One topic per document when possible
• Avoid mixing unrelated information
• Keep documents at reasonable lengths
• Break up large documents into smaller sections

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Content Maintenance

Regular review and updates:

• Schedule regular content reviews
• Update information when it changes
• Remove outdated content
• Add new content as needed

Monitor usage and feedback:

• Track which knowledge is used most
• Gather feedback on content quality
• Identify knowledge gaps
• Improve content based on user needs

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Knowledge Limits

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Storage Limits

Free Plan:

• Up to 100MB of knowledge storage
• Up to 10 documents per connection
• Basic search capabilities

Pro Plan:

• Up to 1GB of knowledge storage
• Up to 100 documents per connection
• Advanced search capabilities

Enterprise Plan:

• Unlimited knowledge storage
• Unlimited documents per connection
• Premium search and AI capabilities

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File Size Limits

Individual file limits:

• Documents: Up to 10MB per file
• Videos: Up to 100MB per file
• Text: Up to 1MB per text entry

Recommended file sizes:

• Documents: 1-5MB for best performance
• Videos: 10-50MB for optimal processing
• Text: Keep under 100KB for quick processing

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Getting Started

Ready to build your knowledge base? Here’s what to do next:

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Common Use Cases

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E-commerce Knowledge Base

Product Information:

• Product descriptions and specifications
• Pricing and availability information
• Shipping and return policies
• Size charts and compatibility guides

Customer Support:

• Order status and tracking information
• Account management help
• Payment and billing questions
• Technical support guides

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SaaS Application Knowledge Base

Feature Documentation:

• Feature descriptions and capabilities
• Setup and configuration guides
• Integration instructions
• API documentation

User Support:

• Getting started guides
• Troubleshooting information
• Best practices and tips
• Advanced usage examples

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Service Business Knowledge Base

Service Information:

• Service descriptions and pricing
• Process explanations
• Appointment scheduling
• Location and contact information

Customer Education:

• Industry information
• Service preparation guides
• After-service care instructions
• Frequently asked questions

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Next Steps

Now that you understand knowledge bases, you’re ready to:

1. Add your first documents - Upload PDFs and Word documents
2. Add video content - Upload tutorial and demonstration videos
3. Organize your knowledge - Keep your knowledge base well-organized
4. Create agents - Build AI assistants that use your knowledge

Your knowledge base is the key to creating intelligent, helpful AI agents. The more quality knowledge you provide, the better your agents will be at helping your users.

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Getting Help

If you need assistance with your knowledge base:

• 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 a comprehensive knowledge base that will make your AI agents incredibly helpful! 🚀