Getting Started

Overview

The Matrix AI is a fully-hosted SaaS platform that lets you spin up AI-powered marketing agents in minutes—automating personalized outreach and analyzing customer behavior via an intuitive web UI.

1. Prerequisites

Before you dive in, make sure you have:

1. Account: An active The Matrix AI workspace.
2. Browser: Latest Chrome, Firefox, Safari, or Edge—any modern browser.
3. Internet: A stable network connection.

2. Sign Up & Log In

1. Open your browser and navigate to https://app.the-matrix.ai
2. Hit the Sign in with Google button on the homepage.
3. Select the Google account you want to associate.
4. Review and accept the minimal OAuth scopes (basic profile & email).
5. You’ll land on the Repository page. From here you can immediately start uploading data.

3. Product Tour

Once signed in, you’ll see three main modules in the left sidebar:

• Repository: Upload (CSV, XLSX), organize, preview, and version your datasets.
• Chats: Spin up interactive Q&A sessions—ask natural-language questions.
• Agents: Build and deploy rules-driven AI assistants— define data filters, craft message templates, schedule runs, and monitor live metrics.

4. Quick Start Tutorial

1. Sign In with Google: Click Sign in with Google on the login page to authenticate using your Google account—no passwords required. Select the account and grant the minimal profile & email scopes to get started instantly.
2. Upload Your First Dataset: Navigate to Repository and click the blue " + " button. Choose the provided sample file Chocolate Sales.csv (or drag-and-drop it). Supported formats: .csv, .xlsx.
3. Explore with Chats: Go to Chats, hit " + " icon, name your session (e.g., Sales_Chat), and select your uploaded dataset. Then ask Dolly a natural-language question like “What were total sales by region last quarter?”
4. Deploy Your First Agent: Switch to Agents and click " + " icon to launch the four-step wizard:
   • Agent Rules: Pick your data source, define a role (e.g., “Sales Specialist”), set a goal (e.g., “Boost CTR 15%”), and add Business Rules (e.g., last_purchase > 100).
   • Email Template: Enter a “From” address, select a tone (Friendly or Professional), and write your instructions and signature.
   • Preview Sample Email: Review the auto-generated email.
   • Execution Plan: Check the populated plan, then click Submit to deploy your agent.
5. Monitor & Iterate
   Immediately return to the Agents Dashboard. Click View Details to see live metrics—Users Reached, Click Rate, Segment Distribution, and Engagement Over Time.