Quick Start

This guide walks you through the core onboarding flow — from creating your account to deploying a live support widget.

Create an account at the Marketrix dashboard. You can sign up with your email or use Google SSO. Once logged in, you’ll land in your default workspace.

2. Create an Application

Go to Applications and click Create Application. Enter your web app’s URL and give it a name. Choose the type: App if your site requires authentication, or Website if it’s publicly accessible. This tells the agent how to interact with your site.

3. Add Knowledge

Navigate to Knowledge Base and upload documents that describe your product — PDFs, DOCX files, or plain text. You can also add video content. The agent uses this material to understand your product’s features, terminology, and workflows.

4. Create an Agent

Go to Agents and click Create Agent. Give it a name and custom instructions describing its role and behavior. Assign knowledge sources so the agent can reference your product documentation when interacting with users.

5. Run a Simulation

Open Simulations and start a new run against your application. Choose a persona — such as New User, Power User, or Support Seeker — and set a step limit. The agent will autonomously navigate your app, exploring features and identifying issues.

Head to Widgets and create a new widget for your application. Customize its appearance — colors, position, welcome message — then copy the embed script tag and add it to your site. Visitors will be able to chat with your agent directly.

7. Test in the Playground

Use the Playground to interact with your agent before going live. Try the three interaction modes: Tell (text chat), Show (agent demonstrates by navigating your app), and Do (agent performs actions on your behalf).