You can access General Settings by selecting an agent from the Agents list and clicking the General tab.
Agent name
Give your agent a clear, descriptive name that helps your team identify it at a glance. The name is visible in the RoseRx dashboard and in widget configurations.- Maximum length: 255 characters
- Choose something meaningful — for example, “Aspirin Clinical Support” or “Cardiology Patient Navigator”
AI model selection
Choose from three model tiers, each balancing speed and capability differently. All tiers support a 200K-token context window.Agent instructions
The Agent instructions dropdown sets the agent type, which determines the core behavior of your agent:- HCP Clinical Decision Support — Provides jurisdiction-aware clinical information, dosing guidelines, and evidence-based recommendations to healthcare professionals using professional medical terminology.
- Patient Navigator — Communicates in simple, accessible language, avoids medical advice, and follows strict compliance guidelines.
- Medication Navigator — Acts as a companion for patients on a prescribed medication, meeting them at their stage of the journey.
- Field Team Co-Pilot — Gives sales reps fast, compliance-safe talking points during HCP conversations.
Focus fields
Depending on your agent type, you’ll configure one or more focus fields that anchor the agent’s responses:- HCP & Medication
- Field Team Co-Pilot
Product
Select the product the agent focuses on. The agent uses this to keep its responses anchored to the specific drug or therapeutic product, drawing from the knowledge base materials you’ve added.Additional instructions
Use additional instructions to give your agent custom behavioral guidance beyond its default instructions. This is useful for fine-tuning how the agent responds in specific scenarios. To enable additional instructions:- Toggle the Additional Instructions switch to on
- Enter your custom instructions in the text field
- “Always recommend patients speak with their doctor before changing medication”
- “When discussing dosing, always reference the approved prescribing information”
- “If the user asks about pricing, direct them to the website”
Tone of voice
Set the conversational tone your agent uses when responding. The available options depend on the agent type.- Patient-facing agents
- HCP-facing agents
Response length
Control how much detail the agent provides using the response length sliders. Length is set per channel, so the same agent can give in-depth answers on the web while staying concise elsewhere. Each channel has four levels — Minimal, Short, Long, and In-depth. For the Web and Widget channels, the levels target:If your plan includes additional channels such as SMS, WhatsApp, or Email, a separate slider appears for each with channel-appropriate length targets. Actual response length may vary slightly depending on the complexity of the question.
Publishing your agent
Agents must be published before they can serve responses through widgets.- Draft agents
- Active agents
Draft agents show two buttons at the bottom of the settings page:
- Save — Saves your changes without publishing. The agent remains in Draft status.
- Publish — Saves your changes and sets the agent to Active status, making it available to connected widgets.
Danger zone
At the bottom of the General Settings page, the Danger Zone provides irreversible actions:- Archive agent — Moves the agent to Archived status. It will be disconnected from all widgets and can no longer serve responses. Contact support if you need an archived agent reactivated.
- Delete conversations — Permanently removes all conversation history associated with this agent. This action is currently unavailable in the platform.