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This guide will walk you through creating and running simulations to help your agents learn your application’s interface. Simulations are essential for creating agents that can provide specific, accurate guidance to your users.

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Before You Start

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Prerequisites

You’ll need:
  • A connection to your website or application
  • An agent that will run the simulation
  • Access credentials for your application (if required)
  • Clear instructions about what you want the agent to explore

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Understanding Simulation Requirements

Connection Setup:
  • Your connection must be properly configured
  • URL should be accessible and working
  • Credentials (if needed) should be valid and current
  • Allowed domains should include your application domain
Agent Preparation:
  • Agent should have basic knowledge about your product
  • Agent should understand the context of what it’s exploring
  • Agent should be configured with appropriate personality and instructions

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Step 1: Navigate to Simulations

  1. Log into your Marketrix account at app.marketrix.ai
  2. Click “Simulations” in the left sidebar navigation
  3. Review the simulations dashboard to see existing simulations

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Step 2: Select Your Connection

  1. Choose a connection from the dropdown menu
    • Select the connection that points to your application
    • Ensure the connection is properly configured
    • Verify the URL and credentials are current
  2. Verify connection details:
    • Check that the URL is correct and accessible
    • Confirm credentials are valid (if authentication is required)
    • Ensure allowed domains include your application domain

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Step 3: Select Your Agent

  1. Choose an agent from the dropdown menu
    • Select the agent that will run the simulation
    • Ensure the agent has relevant knowledge about your product
    • Verify the agent is properly configured
  2. Agent requirements:
    • Agent should understand your product context
    • Agent should have appropriate personality and instructions
    • Agent should be ready to explore and learn

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Step 4: Write Simulation Instructions

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Understanding Instruction Variables

You can use variables in your instructions that will be automatically replaced with connection details: Available Variables:
  • {{url}} - Your application’s URL
  • {{username}} - Username for authentication (if applicable)
  • {{password}} - Password for authentication (if applicable)

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Writing Effective Instructions

Be Specific and Clear: 
Explore the user dashboard and learn about all available features. 
Navigate through each section and understand how users can:
- View their account information
- Manage their settings
- Access different features
- Complete common tasks
Focus on User Goals: 
Walk through the complete user onboarding process from {{url}}.
Learn how new users:
- Create accounts
- Complete profile setup
- Navigate to the main dashboard
- Access key features for the first time
Include Context and Scenarios: 
As a new user, explore the e-commerce platform at {{url}}.
Learn the complete shopping experience:
- Browse products and categories
- Add items to cart
- Complete the checkout process
- Manage account and order history

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Example Instructions by Use Case

E-commerce Platform: 
Explore the online store at {{url}} using the credentials {{username}}/{{password}}.
Learn the complete shopping experience including:
- Product browsing and search
- Shopping cart management
- Checkout and payment process
- Account management and order tracking
- Customer support features
SaaS Application: 
Navigate through the application at {{url}} and learn how users:
- Set up their workspace
- Create and manage projects
- Invite team members
- Configure settings and preferences
- Use key features and tools
Service Business: 
Explore the booking system at {{url}} and understand:
- How customers browse services
- The appointment booking process
- Account creation and management
- Payment and confirmation workflows
- Customer communication features

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Step 5: Start the Simulation

  1. Click “Start New Simulation” button
  2. Review your settings:
    • Connection: Verify correct application
    • Agent: Confirm right agent selected
    • Instructions: Check that instructions are clear and specific
  3. Click “Generate Simulation” to begin
  4. Wait for confirmation that the simulation has started

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Step 6: Monitor Simulation Progress

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Real-Time Status Updates

As your agent explores, you’ll see:
  • Current activity - What the agent is doing right now
  • Progress updates - Major milestones and discoveries
  • Status messages - Detailed information about agent actions
  • Time elapsed - How long the simulation has been running

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Agent Questions

Your agent may ask questions during exploration:
  • Clarification requests - When instructions are unclear
  • Permission requests - Before taking certain actions
  • Context questions - To better understand the application
  • Confirmation requests - Before proceeding with complex tasks
Responding to Questions:
  1. Read the question carefully to understand what the agent needs
  2. Provide clear, specific answers to help the agent continue
  3. Give context when helpful to improve agent understanding
  4. Be patient - questions help ensure accurate exploration

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Simulation Best Practices

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Writing Effective Instructions

Start Broad, Then Get Specific: 
First, get familiar with the overall application structure and navigation.
Then focus on these specific areas:
- User account management
- Core feature workflows
- Common user tasks
- Error handling and troubleshooting
Include Multiple Scenarios: 
Explore the application from different user perspectives:
- As a new user going through onboarding
- As an existing user managing their account
- As a user encountering common problems
- As a user trying to accomplish specific goals
Test Edge Cases: 
Learn both the happy path and common error scenarios:
- Successful workflows and processes
- What happens when things go wrong
- How to recover from errors
- Alternative approaches when primary methods fail

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Managing Long Simulations

Break Down Complex Tasks:
  • Run multiple shorter simulations for different features
  • Focus on specific workflows rather than everything at once
  • Build understanding incrementally
  • Combine results for comprehensive knowledge
Monitor Progress Regularly:
  • Check simulation status periodically
  • Respond to agent questions promptly
  • Adjust instructions if needed
  • Stop simulations that seem stuck or off-track

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Common Simulation Scenarios

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New Feature Exploration

When to use: After releasing new features or major updates Instructions example: 
Explore the new [feature name] that was recently added to {{url}}.
Learn how users can:
- Access the new feature
- Use its core functionality
- Integrate it with existing workflows
- Troubleshoot common issues

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User Journey Mapping

When to use: To understand complete user experiences Instructions example: 
Map the complete user journey from first visit to successful task completion.
Learn each step including:
- Initial landing and navigation
- Account creation or login
- Feature discovery and usage
- Goal achievement and next steps

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Error Scenario Testing

When to use: To prepare agents for troubleshooting Instructions example: 
Explore what happens when users encounter problems at {{url}}.
Learn about:
- Common error messages and their meanings
- Recovery procedures and solutions
- When to escalate to human support
- Alternative approaches when primary methods fail

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Troubleshooting Simulations

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Common Issues

Simulation Won’t Start:
  • Check connection URL is accessible
  • Verify credentials are correct and current
  • Ensure agent is properly configured
  • Confirm instructions are clear and specific
Agent Gets Stuck:
  • Provide more specific instructions
  • Answer agent questions promptly
  • Break down complex tasks into smaller steps
  • Consider stopping and restarting with clearer guidance
Incomplete Exploration:
  • Review simulation instructions for clarity
  • Check if agent encountered errors or obstacles
  • Run additional simulations for missed areas
  • Combine multiple simulation results

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Getting Help

If you encounter issues:
  • Check the troubleshooting guide for common problems
  • Review simulation logs for error messages
  • Test with simpler instructions to isolate issues
  • Contact support for persistent problems

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Next Steps

After creating your simulation:
  1. Monitor the simulation - Watch your agent learn in real-time
  2. Review simulation results - See what your agent discovered
  3. Test in the playground - Verify improved agent performance
  4. Create more simulations - Explore additional features and workflows
Creating effective simulations is the key to building agents that truly understand your product. With proper instructions and monitoring, your agents will learn to provide the specific, accurate help your users need.

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Getting Help

If you need assistance creating simulations:
  • Check the troubleshooting guide for common issues
  • Review instruction examples for different use cases
  • Test with simple scenarios before complex ones
  • Contact support for additional help
You’re now ready to create simulations that will transform your agents into true product experts! 🚀
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