Skip to main contentThis FAQ section provides quick answers to the most common questions about Marketrix. If you don’t find your question here, check our troubleshooting guide or contact support.
Getting Started
How do I create my first AI agent?
- Create a connection to your website or app
- Upload knowledge (documents and videos) to train your agent
- Create an agent with custom instructions and personality
- Test your agent in the playground
- Create an integration to deploy your agent to your website
For a complete walkthrough, see our Quick Start Guide.
What do I need to get started?
You’ll need:
- A Marketrix account
- A website or app URL
- Some documents or content about your business
- Basic information about what you want your agent to help with
How long does it take to set up my first agent?
With our Quick Start Guide, you can have your first agent working on your website in about 10 minutes. This includes:
- Creating a connection (2 minutes)
- Adding knowledge (2 minutes)
- Creating an agent (3 minutes)
- Testing in the playground (1 minute)
- Creating an integration (2 minutes)
Connections
What is a connection?
A connection represents your website, application, or platform where your AI agents will be deployed. It tells your agents where they’ll be helping users and provides the context they need to be effective.
What types of connections are supported?
Marketrix supports two main types of connections:
- Website connections - For standard websites, landing pages, and marketing sites
- App connections - For web applications, SaaS platforms, and complex websites
How many connections can I have?
- Free Plan: Up to 3 connections
- Pro Plan: Up to 10 connections
- Enterprise Plan: Unlimited connections
Can I use the same agent for multiple connections?
Yes, you can link the same agent to multiple connections, or create different agents for different connections depending on your needs.
Knowledge Base
What types of knowledge can I upload?
You can upload:
- Documents: PDF files, Word documents, and text files
- Videos: MP4, AVI, and MOV video files
- Text: Direct text input and notes
How much knowledge can I store?
- Free Plan: Up to 100MB total storage
- Pro Plan: Up to 1GB total storage
- Enterprise Plan: Unlimited storage
What file sizes are supported?
- Documents: Up to 10MB per file
- Videos: Up to 100MB per file
- Text: Up to 1MB per text entry
How do I organize my knowledge?
Knowledge is automatically organized by connection. Within each connection, you can:
- Use categories to group related content
- Use clear, descriptive titles
- Organize by content type (documents, videos, text)
- Keep related information together
Agents
What types of agents can I create?
You can create:
- AI Agents - Intelligent AI-powered assistants (recommended)
- Human Agents - Placeholders for human support staff
How many agents can I have?
- Free Plan: Up to 2 agents per connection
- Pro Plan: Up to 10 agents per connection
- Enterprise Plan: Unlimited agents per connection
What are the three interaction modes?
Your agents can help users in three ways:
- Tell Mode - Answering questions and providing information
- Show Mode - Demonstrating tasks with step-by-step guidance
- Do Mode - Performing actions on behalf of users
How do I write good agent instructions?
Good agent instructions should include:
- Clear role definition and responsibilities
- Business context and information
- Behavior guidelines and tone
- Company information and contact details
- Escalation procedures
See our Agent Instructions Guide for detailed examples.
Playground
What is the playground?
The playground is a safe testing environment where you can interact with your agents before deploying them to your website. It’s the perfect place to test, refine, and improve your agents.
How do I test my agents?
- Select your connection and agent
- Start chatting with sample questions
- Test different scenarios and interaction modes
- Review agent responses for quality and accuracy
- Refine your agent based on testing results
See our Testing Guide for detailed testing procedures.
What should I test in the playground?
Test:
- Basic functionality and responses
- Knowledge integration and usage
- Different interaction modes (Tell, Show, Do)
- Edge cases and challenging scenarios
- Conversation flow and context
Integrations
What types of integrations are available?
Marketrix supports:
- Widget integrations - Chat widgets for your website
- Slack integrations - Team notifications and alerts
- Create a widget integration in Marketrix
- Copy the integration code provided
- Add the code to your website’s HTML before the closing
</body> tag
- Test the widget on your website
See our Widget Integration Guide for detailed instructions.
Yes, you can customize:
- Colors and themes to match your brand
- Widget size and position
- Header text and greeting messages
- Interaction modes and behavior
- Advanced settings and features
See our Widget Customization Guide for detailed options.
Yes, the widget is fully responsive and works on:
- Desktop computers
- Mobile devices (iOS and Android)
- Tablets
- All modern web browsers
Pricing and Plans
What plans are available?
Marketrix offers three plans:
- Free Plan - Basic features for getting started
- Pro Plan - Advanced features for growing businesses
- Enterprise Plan - Full features for large organizations
What’s included in the Free Plan?
The Free Plan includes:
- Up to 3 connections
- Up to 2 agents per connection
- Up to 100MB knowledge storage
- Basic widget integration
- Standard support
How do I upgrade my plan?
You can upgrade your plan at any time:
- Go to your account settings
- Click “Upgrade Plan”
- Choose your new plan
- Complete the upgrade process
Is there a free trial?
Yes, you can start with our Free Plan to test Marketrix and see how it works for your business.
Technical Questions
What browsers are supported?
Marketrix works with all modern web browsers:
- Chrome (latest version)
- Firefox (latest version)
- Safari (latest version)
- Edge (latest version)
Do I need technical knowledge to use Marketrix?
No, Marketrix is designed to be user-friendly and doesn’t require technical knowledge. However, basic familiarity with websites and content management systems can be helpful.
Can I integrate Marketrix with my existing systems?
Yes, Marketrix can integrate with:
- Most websites and web applications
- Popular content management systems
- E-commerce platforms
- Other business tools and services
Is my data secure?
Yes, Marketrix takes data security seriously:
- All data is transmitted securely
- User privacy is protected
- Data is stored securely
- Regular security audits are performed
Troubleshooting
My agent isn’t responding. What should I do?
- Check that the agent is active and properly configured
- Verify the connection is working correctly
- Test the agent in the playground to isolate the issue
- Check that knowledge is assigned to the agent
- Review agent instructions for clarity and completeness
- Check that the integration code is correctly placed
- Verify the script URL is accessible
- Look for JavaScript errors in your browser console
- Ensure the code is before the closing
</body> tag
- Test on different browsers to check compatibility
My agent gives generic responses. How can I improve it?
- Improve agent instructions to be more specific
- Add more knowledge to your knowledge base
- Test with more specific questions in the playground
- Refine agent behavior based on testing results
- Update knowledge content to be more relevant
My knowledge isn’t processing. What should I do?
- Check that the file format is supported
- Verify the file size is within limits
- Try re-uploading the file
- Check for any error messages in the interface
- Contact support if the issue persists
Support and Help
How can I get help?
You can get help through:
- This documentation - Comprehensive guides and tutorials
- Troubleshooting guide - Common issues and solutions
- Email support - support@marketrix.ai
- Community forums - User community and discussions
When contacting support, include:
- Clear description of the issue
- Steps to reproduce the problem
- What you’ve already tried
- Any error messages or screenshots
- Your account information (if relevant)
How quickly will I get a response?
Support response times vary by plan:
- Free Plan - Standard support response
- Pro Plan - Priority support response
- Enterprise Plan - Dedicated support response
Yes, Marketrix has a user community where you can:
- Ask questions and get help
- Share tips and best practices
- Connect with other users
- Learn about new features
Best Practices
What are the best practices for creating effective agents?
- Start with clear purpose - Define what your agent should help with
- Provide comprehensive knowledge - Upload relevant documents and videos
- Write detailed instructions - Be specific about behavior and tone
- Test thoroughly - Use the playground to test and refine
- Monitor and improve - Continuously enhance based on usage
- Regular testing - Test your agent regularly in the playground
- Update knowledge - Keep your knowledge base current and relevant
- Refine instructions - Improve agent instructions based on performance
- Gather feedback - Collect user feedback and improve accordingly
- Monitor usage - Track how your agent is being used
What should I include in my knowledge base?
Include:
- Product information - Descriptions, features, specifications
- Company information - Policies, procedures, contact details
- Support documentation - FAQs, troubleshooting guides, user manuals
- Training content - Tutorials, guides, best practices
How often should I update my agents?
Update your agents:
- When information changes - Keep content current and accurate
- Based on user feedback - Improve based on user input
- Regularly - Schedule regular reviews and updates
- When adding new features - Update agents for new capabilities
Next Steps
What should I do after reading this FAQ?
- Get started - Create your first agent
- Explore the documentation - Learn more about Marketrix features
- Test your setup - Use the playground to test your agents
- Deploy your agents - Create integrations for your website
Where can I learn more?
- Documentation - Comprehensive guides and tutorials
- Community forums - User community and discussions
- Support team - Direct help and assistance
- Best practices - Tips and recommendations
Getting Help
If you don’t find your question in this FAQ:
- Check the troubleshooting guide for common issues
- Search the documentation for detailed information
- Contact support for additional help
- Join the community to connect with other users
You’re now equipped with answers to the most common Marketrix questions! 🚀 
