> ## Documentation Index
> Fetch the complete documentation index at: https://docs.roserx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Resources

> Add downloadable files and website links for end users to access directly from the chat widget.

Resources are files and links that you make available to end users through the chat widget's **Resources** tab. Unlike the Knowledge Base (which powers the AI's responses internally), resources are external-facing materials that users can browse, download, and reference directly.

<Info>
  Access Resources by selecting an agent from the **Agents** list and clicking the **Resources** tab.
</Info>

## Resources vs Knowledge Base

It's important to understand the distinction between these two features:

|                  | Knowledge Base                                            | Resources                                                |
| ---------------- | --------------------------------------------------------- | -------------------------------------------------------- |
| **Purpose**      | Powers the AI's responses internally                      | Shown directly to end users                              |
| **Visibility**   | Users never see these documents directly                  | Users browse and download these materials                |
| **How it works** | Documents are chunked, embedded, and used for RAG         | Files and links are listed in the widget's Resources tab |
| **Use case**     | Prescribing information, clinical data, approved labeling | Patient leaflets, medicine guides, useful links          |

<Tip>
  A document can serve both purposes. Upload it to the Knowledge Base to power AI responses, and add it as a resource to let users download it directly. These are managed independently.
</Tip>

## Resource types

<CardGroup cols={2}>
  <Card title="Files" icon="file-arrow-down">
    Uploadable documents that users can download from the widget. Ideal for patient information leaflets, prescribing information PDFs, product brochures, and study summaries.
  </Card>

  <Card title="Websites" icon="globe">
    Links to external web pages. Ideal for directing users to your product website, support portal, clinical trial registries, or regulatory authority pages.
  </Card>
</CardGroup>

## Resource categories

Each resource is assigned a category to help organize and present materials clearly:

| Category             | Description                                                                                    |
| -------------------- | ---------------------------------------------------------------------------------------------- |
| **External Source**  | Third-party or independent materials — e.g., regulatory body publications, clinical guidelines |
| **Sponsor Resource** | Materials produced by the treatment sponsor or pharmaceutical company                          |
| **Internal**         | Internal resources for organization use                                                        |
| **Clinical Study**   | Published clinical study reports, trial results, or research papers                            |

## Resource properties

Every resource includes the following metadata:

| Property        | Description                                                               |
| --------------- | ------------------------------------------------------------------------- |
| **Name**        | A descriptive title shown to end users                                    |
| **Type**        | File or Website                                                           |
| **Status**      | Active or inactive                                                        |
| **Category**    | The resource category (see above)                                         |
| **Source**      | The origin of the resource (e.g., company name, journal, regulatory body) |
| **Author**      | The author or authoring organization                                      |
| **Description** | A brief summary of what the resource contains                             |

## Adding resources

<Tabs>
  <Tab title="Upload a file">
    <Steps>
      <Step title="Click Add Resource">
        On the Resources tab, click **Add Resource** and select **File**.
      </Step>

      <Step title="Upload your file">
        Click the upload area or drag and drop your file. Files must be in **PDF format** and no larger than **10 MB**.
      </Step>

      <Step title="Fill in metadata">
        Provide the resource name, category, source, author, and a brief description.
      </Step>

      <Step title="Save">
        Click **Save** to add the resource. It will appear in the Resources list and be available to end users in connected widgets.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Add a website">
    <Steps>
      <Step title="Click Add Resource">
        On the Resources tab, click **Add Resource** and select **Website**.
      </Step>

      <Step title="Enter the URL">
        Paste the full URL of the web page you want to link.
      </Step>

      <Step title="Fill in metadata">
        Provide the resource name, category, source, author, and a brief description.
      </Step>

      <Step title="Save">
        Click **Save** to add the resource. The link will appear in the widget's Resources tab.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Managing resources

From the Resources tab, you can manage your existing resources:

* **Edit metadata** — Update the name, category, source, author, or description
* **Remove** — Permanently delete a resource from the agent
* **Sort** — Organize the list by name, source, or category to find resources quickly

<Note>
  Resources are shared at the organization level — the same resource can be enabled on multiple agents, with a per-agent toggle controlling where it appears. Resources enabled for an agent appear in the **Resources** tab of any widget connected to that agent, and you can configure their display order in the [Widget Settings](/guides/widgets/customization).
</Note>

## How resources appear to users

When end users open the chat widget and navigate to the **Resources** tab, they see a list of all active resources assigned to the agent. For each resource:

* **Files** display a download button, allowing users to save the document
* **Websites** display as clickable links that open in a new browser tab

<Tip>
  Add patient information leaflets, prescribing information, clinical study summaries, and links to your brand or medicine website as resources. This gives users easy access to important materials alongside their conversation with the agent.
</Tip>

## Best practices

<AccordionGroup>
  <Accordion title="Keep resources relevant and current">
    Only include resources that are directly useful to your target audience. Remove outdated materials promptly and replace them with current versions.
  </Accordion>

  <Accordion title="Write clear descriptions">
    A brief, informative description helps users decide which resources are relevant to them without opening every file.
  </Accordion>

  <Accordion title="Use categories consistently">
    Consistent categorization helps users navigate the resources list, especially when you have many resources assigned to a single agent.
  </Accordion>

  <Accordion title="Complement the Knowledge Base">
    Use resources for materials users should read in full (leaflets, guides), and the Knowledge Base for materials the AI should reference when answering questions. The two work best together.
  </Accordion>
</AccordionGroup>