Agent types
Compass offers two purpose-built agent types, each designed for a specific audience and use case.HCP Product Detailer
Built for healthcare professionals. Delivers detailed clinical information including drug interactions, dosing guidelines, pharmacokinetics, and mechanism of action. 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.
Key differences at a glance
| Feature | HCP Product Detailer | Patient Navigator |
|---|---|---|
| Audience | Healthcare professionals | Patients and consumers |
| Language | Professional medical terminology | Simple, accessible language |
| Compliance level | Standard | Strict |
| Focus | Product-specific clinical detail | Therapy area guidance |
| Tone options | Direct and Blunt, Measured and Neutral | Professional, Informal, Enthusiastic |
The agent type you choose determines which configuration options are available throughout the setup process. You select the type during creation and it cannot be changed afterwards.
Create a new agent
Navigate to Agents
From the left sidebar, click Agents to open the agent management page. Here you’ll see a list of all existing agents in your organisation.
Click Create Agent
Click the Create Agent button in the top-right corner. A dialog will appear asking you to choose the agent type — either HCP Product Detailer or Patient Navigator.
Choose the agent type
Select the agent type that matches your intended audience. This choice is permanent and determines the configuration options available to you.
Agent created in Draft status
Your new agent is created immediately in Draft status with an auto-generated name. You’ll be redirected to the General Settings page where you can begin configuring your agent.
Agent statuses
Every agent in Compass has a status that reflects where it is in its lifecycle.| Status | Description |
|---|---|
| Draft | Newly created. The agent is being configured and is not yet available to end users. You can freely edit all settings. |
| Active | Published and live. The agent is available to end users through any connected widgets. Changes require re-publishing. |
| Inactive | Temporarily disabled. The agent is not available to end users but retains all its configuration. Can be reactivated at any time. |
| Archived | Permanently retired. The agent is removed from active use and cannot be connected to widgets. Archiving is available from the Danger Zone in General Settings. |
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
Upload documents and add URLs 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.