Quick Start

This guide walks you through the core flow — from setting up your workspace to deploying a live support widget.

Open the Marketrix dashboard and sign in. You can authenticate with your email and password or with single sign-on.

The first time you sign in, you’ll set up a workspace:

Create a new workspace — Enter your company name, domain, and a workspace slug.
Join an existing workspace — Enter the slug of a workspace someone has already created. Some workspaces require an admin to approve your request before you can join.

A workspace holds your Applications and team members.

2. Create an Application

An Application connects a web app or website to Marketrix. Every workspace needs at least one — when you have none, the dashboard prompts you to create your first.

Click New App, then provide a name and the URL of your site. If your app sits behind a login, turn on This application requires authentication credentials and enter the username and password Marketrix should use to sign in. See Creating Applications.

3. Add Knowledge

Open the Knowledge page and bring in material that describes your product — PDFs, Word documents, plain text, or Markdown files. You can also add videos or import a document from a URL. Marketrix reads this material to understand your features, terminology, and workflows. See Knowledge.

4. Run a Simulation

Open Simulations and start a run against your Application. Marketrix autonomously navigates your app, exploring features and building up the Application Graph — what it learns by seeing your product in action. See Simulations.

5. Test in the Playground

Use the Playground to watch Marketrix act on your real application in a live browser before you go live. Start a session and observe how it navigates and responds. See Playground.

When you’re happy with what Marketrix has learned, deploy a Widget from the User Support section. Customize its appearance and behavior, then copy the embed snippet onto your site. Visitors can then chat in the three interaction modes — Tell, Show, and Do. See Widgets and Interaction Modes.