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Agents are the core building blocks of the RoseRx Platform. Each agent is an AI-powered conversational assistant that delivers accurate, compliant information to your target audience. Before you create one, it helps to understand the four types available.

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Agent types

The RoseRx Platform offers four purpose-built agent types, each designed for a specific audience and use case.

HCP Clinical Decision Support

Built for physicians and primary care providers. Delivers jurisdiction-aware clinical information, dosing guidelines, evidence-based recommendations, and formulary context. Uses professional medical terminology and follows standard compliance rules.

Patient Navigator

Built for patients and consumers. Communicates in simple, accessible language that avoids clinical jargon. Follows strict compliance rules and never provides direct medical advice. Designed to inform and support — not diagnose or prescribe.

Medication Navigator

Built for patients on a prescribed medication. Helps them understand how to take it, interactions, side effects, and when to seek help — always reinforcing the role of their prescriber and pharmacist. Follows strict compliance rules.

Field Team Co-Pilot

Built for pharma sales reps mid-conversation with an HCP. Delivers fast, confident, compliance-safe tips drawn from clinical and competitor data — so reps can get unstuck in seconds. Follows strict compliance rules.

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Key differences at a glance

The agent type you choose determines which configuration options are available throughout the setup process, including the tone options and focus fields on General Settings.

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Create a new agent

From the left sidebar, click Agents, then click Create Agent. The New Agent dialog offers two starting points:
The fastest way to get a working agent. Link a product and the platform builds the agent for you:
1

Link a product

  • United States organizations — Search the DailyMed registry by brand or generic name (e.g. “Ozempic”) and select your product.
  • Australian organizations — Upload the Product Information PDF (PDF format, up to 50 MB).
2

Analysis

The platform analyzes the product information with AI — this typically takes 10–20 seconds.
3

Review the extracted Product Information

Check the extracted details before continuing.
4

Choose the audience and region

Select whether the agent serves HCPs or Patients, and confirm the region (Australia or United States). The platform checks that the product’s jurisdiction matches your organization’s region.
5

Agent created

The agent is created with its settings pre-filled and the product information indexed as knowledge sources — ready to test in the Playground.
The Product Information wizard creates HCP Clinical Decision Support or Patient Navigator agents (via its HCP/Patient audience choice). To set up a Medication Navigator or Field Team Co-Pilot, select that type under Agent instructions in General Settings — typically starting from a Blank Agent.
Agents are always created in Draft status. Take the time to configure all settings — general, knowledge base, guidance, and more — before publishing your agent.

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Agent statuses

Every agent in the RoseRx Platform has a status that reflects where it is in its lifecycle.
Archiving an agent is a significant action. Archived agents are removed from all connected widgets and can no longer serve responses. Make sure this is what you intend before proceeding.

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Next steps

Once your agent is created, work through each configuration section:

General Settings

Name your agent, choose an AI model, set the tone and response length.

Knowledge Base

Add documents, URLs, Q&A pairs, and text snippets to power your agent’s responses.

Guidance & Guardrails

Configure regulatory compliance, prohibited terms, and off-label policies.

Adverse Event Monitoring

Enable AI-powered detection of potential adverse drug reactions.