Adding Documents

Documents are the primary way to give Marketrix product knowledge. Bring in your existing documentation, guides, and FAQs so they can be referenced when interacting with users.

Supported formats

• PDF (.pdf)
• Word (.doc, .docx)
• Plain text (.txt)
• Markdown (.md)

Files can be up to 100 MB each.

How to add documents

Open the Add Knowledge dialog from the Knowledge page, then choose to upload files or import from a URL. You can switch between the Document and Video content types at the top of the dialog.

File upload

1. Navigate to the Knowledge page.
2. Click the + button next to Context to open Add Knowledge.
3. Make sure Document is selected as the content type.
4. (Optional) Add a short description of what the document contains.
5. Click Add file to pick one or more files from your computer. Selected files appear as removable pills — you can add several at once.
6. Click Upload Document.

URL import

1. Navigate to the Knowledge page.
2. Click the + button next to Context to open Add Knowledge.
3. Make sure Document is selected as the content type.
4. Paste the document URL into the Document URL field. The URL is validated when you move off the field; if there’s a likely problem (for example, a page that may not return a fetchable document), a warning is shown so you can double-check before continuing.
5. Click Add Document.

The document is fetched, saved, and processed for Marketrix to use.

Note

A document can be added either by file or by URL in a single submission — selecting files clears the URL field, and entering a URL clears any selected files.

What happens after upload

Once a document is added, its text is processed and broken into smaller, searchable chunks. This lets the most relevant sections be found and referenced when answering a question, rather than reading entire documents. Processing happens in the background, so a newly added document may take a moment before its content is fully available.

Tip

Use structured documents with clear headings, short paragraphs, and descriptive section titles. Well-organized content makes the right information faster to retrieve and produces more accurate responses.

Managing your documents

Documents you add are scoped to the current Application’s Knowledge Base and become part of what Marketrix understands about it. See Managing Knowledge to filter, preview, refresh, and remove them.