Getting Started
How do I create my first AI agent?
- Create an application for your website or app
- Upload knowledge (documents and videos)
- Create an agent with custom instructions
- Test in the playground
- Create an integration to deploy to your website
How do I sign in?
Marketrix uses SSO providers like Google, Microsoft, and GitHub for authentication. Choose your preferred sign-in method at the Marketrix dashboard.How long does setup take?
About 10 minutes with the Quick Start Guide.Applications
What is an application?
An application represents your website or app where your AI agents will be deployed. It provides context and configuration for your agents.What types of applications are supported?
- Websites — Standard websites, landing pages, marketing sites
- Web apps — Web applications, SaaS platforms
Knowledge Base
What types of knowledge can I upload?
- Documents: PDF, Word, and text files
- Videos: MP4, AVI, and MOV files
- Text: Direct text input
What file sizes are supported?
- Documents: Up to 10MB per file
- Videos: Up to 100MB per file
- Text: Up to 1MB per entry
Agents
What are the three interaction modes?
- Tell — Answers questions from your knowledge base
- Show — Highlights UI elements and provides step-by-step guidance
- Do — Performs browser automation (clicking, typing, navigating) on behalf of users
How do I write good agent instructions?
Use the STAR framework: define the Situation (your business), Task (agent responsibilities), Action (behavior guidelines), and Result (desired outcomes).Simulations
What are simulations?
Automated exploration sessions where your agent interacts with your live application in a cloud browser (Browserbase) to learn its interface, workflows, and features. The agent builds a knowledge graph from its exploration.When should I run simulations?
After initial setup, after product updates, when users report confusion, and on a regular schedule to keep knowledge current.Integrations
How do I add the widget to my website?
Add this script tag before the closing</body> tag:
your-marketrix-id and your-marketrix-key with the values from your integration settings.
Can I customize the widget appearance?
Yes — colors, themes, size, position, header text, greeting messages, and interaction modes can all be customized. See the Widget Customization Guide.Does the widget work on mobile?
Yes, the widget is fully responsive and works on desktop, mobile, and tablets across all modern browsers.QA Flows
What is QA Flows in Marketrix?
Marketrix can automatically generate and run tests for your web application. Upload a test document describing your requirements, and the system generates test cases, runs them across browsers (Chromium, Firefox, WebKit), and reports results with screenshots.What plan do I need for QA testing?
QA testing requires a Starter plan or higher. View plans.What are self-healing tests?
When your application’s UI changes (e.g., a button moves or gets renamed), self-healing tests automatically detect the change and suggest a fix. You can approve or reject the suggested repair before it’s applied.User Sessions
What are user sessions?
User sessions are recordings of how visitors interact with your widget on your website. Marketrix captures the interaction so you can replay it later to understand user behavior and improve your agent.How do I view session recordings?
Navigate to Sessions and select an application. Click on any session to replay the full interaction.Billing
What plans are available?
Marketrix offers four plans: Free, Starter, Growth, and Enterprise. See Plans & Pricing for details.Is there a free trial?
Yes, you can try the Starter plan free for 30 days. No credit card required to start.How do I upgrade or downgrade?
Go to Settings > Billing in the dashboard to manage your subscription. See Managing Your Subscription.Technical
What browsers are supported?
Chrome, Firefox, Safari, and Edge (latest versions).Is my data secure?
Yes. All data is transmitted securely, and regular security audits are performed.Troubleshooting
My agent isn’t responding
- Check the agent is active and configured
- Verify the application is working
- Test the agent in the playground
- Check that knowledge is assigned
My widget isn’t appearing
- Verify the script tag is correctly placed with valid
mtx-id,mtx-key,mtx-api-host, andmtx-ai-hostattributes - Check the browser console for JavaScript errors
- Ensure the script is before the closing
</body>tag
My agent gives generic responses
- Improve agent instructions with more specific business context
- Add more knowledge to your knowledge base
- Verify knowledge is properly assigned to the agent
Getting Help
- Email: support@marketrix.ai
- Documentation: Browse guides at docs.marketrix.ai
- Include a clear description, steps to reproduce, and any error messages when contacting support

