Getting started
What is the RoseRx Platform?
What is the RoseRx Platform?
The RoseRx Platform is an AI agent management platform built for the pharmaceutical and healthcare industry. It allows you to create, deploy, and monitor AI-powered conversational agents that deliver accurate, compliant medicine and health information to healthcare professionals and patients.The RoseRx Platform is developed by RoseRx, a health technology company specializing in AI solutions for regulated industries.
What agent types are available?
What agent types are available?
The RoseRx Platform supports four purpose-built agent types:
- HCP Clinical Decision Support — For physicians and primary care providers. Delivers jurisdiction-aware clinical information using professional medical terminology.
- Patient Navigator — For patients and consumers. Uses simple, accessible language and follows strict compliance rules.
- Medication Navigator — For patients on a prescribed medication. A supportive companion covering how to take it, interactions, and side effects.
- Field Team Co-Pilot — For pharma sales reps. A real-time rescue tool delivering fast, compliance-safe answers mid-conversation with an HCP.
How do I get started?
How do I get started?
Follow the Quick Start guide to go from sign-up to a live, deployed AI agent in minutes. It walks you through creating an agent, adding knowledge, configuring guardrails, and deploying a widget.
Agents
What AI models are available?
What AI models are available?
The RoseRx Platform offers three model tiers to power your agents:
Balanced is the default and recommended for most use cases. See General Settings for details.
What's the difference between Sources and Resources?
What's the difference between Sources and Resources?
Sources and Resources serve very different purposes:
- Sources (Knowledge Base) are the internal documents and URLs that power your agent’s responses. They are processed, chunked, and indexed for retrieval-augmented generation (RAG). End-users never see the raw source documents.
- Resources are downloadable files and links that are surfaced directly to end-users through the widget’s Resources tab. Think of them as take-away materials — brochures, leaflets, or links to external websites.
Can I use my own custom instructions?
Can I use my own custom instructions?
Yes. Each agent has an Additional Instructions toggle in its General Settings that allows you to provide custom instructions to the AI model. This is useful for adding product-specific guidance, adjusting the agent’s behavior for particular scenarios, or including context that isn’t covered by the standard configuration options.See General Settings for more details.
How do I change my agent's tone?
How do I change my agent's tone?
You can set the tone of voice in your agent’s General Settings page. The available tones depend on your agent’s audience:
- HCP-facing agents: Direct and Blunt, Measured and Neutral
- Patient-facing agents: Professional, Informal, Enthusiastic
Widgets
What widget types are available?
What widget types are available?
The RoseRx Platform offers three widget layout types:
- Popup — A compact chat window that appears in the corner of the page. Ideal for most websites.
- Full Screen — A full-page chat experience. Suited for dedicated support or information pages.
- Slider — A panel that slides in from the side of the page. Good for content-heavy websites where a popup might feel intrusive.
Can I restrict which websites can embed my widget?
Can I restrict which websites can embed my widget?
Yes. Domain restrictions are a security feature that limits which websites can display your widget. When enabled, the widget will only load on the domains you’ve explicitly allowed.Configure domain restrictions in the Embed tab of the widget editor. See Embedding Your Widget for instructions.
How do I customize the widget appearance?
How do I customize the widget appearance?
Use the Style tab in the widget editor to tailor the widget’s appearance to your brand. You can configure:
- Widget type (Popup, Full Screen, Slider)
- Brand colors and accent colors
- Typography and font settings
- Light or dark theme
- Launch button icon, color, and position
What is HCP Verification?
What is HCP Verification?
HCP Verification is a verification gate that ensures only qualified healthcare professionals can access restricted content. When enabled on a widget, users must verify their identity before accessing gated content — through AHPRA (the Australian Health Practitioner Regulation Agency) in Australia, or their NPI (National Provider Identifier, checked against the NPPES registry) in the United States.This is essential for HCP-facing agents that surface clinical or restricted product information. Verified professionals appear in the HCP Contacts directory. See HCP Verification for setup instructions.
Compliance
Which regulatory jurisdictions are supported?
Which regulatory jurisdictions are supported?
The RoseRx Platform currently supports two regulatory jurisdictions:
- TGA — Therapeutic Goods Administration (Australia)
- FDA — Food and Drug Administration (United States)
How does adverse event detection work?
How does adverse event detection work?
The RoseRx Platform uses AI-powered detection to identify potential adverse drug reactions in conversations. The system analyzes each message for keywords, phrases, and contextual cues that may indicate an adverse event.When a potential event is detected, it’s flagged in the Adverse Events dashboard with an assigned severity level and confidence score. Your team can then review, assess, and report the event as required.You can configure the sensitivity level in your agent’s Adverse Event Monitoring settings to control how aggressively the system flags potential events.
What regulatory export formats are available?
What regulatory export formats are available?
The RoseRx Platform supports four regulatory export formats for adverse events:
- E2B R2 (XML) — ICH SGML format for individual case safety reports.
- E2B R3 (HL7 XML) — Current ICH standard for electronic safety reporting.
- MedWatch (FDA 3500A) — US FDA adverse event reporting form.
- TGA Blue Card — Australian TGA adverse event reporting form.
Can I track off-label content queries?
Can I track off-label content queries?
Yes. The RoseRx Platform includes an off-label content policy in the Guardrails configuration for each agent. You can define how the agent should respond to questions about unapproved uses or indications — including blocking, redirecting, or providing a standard disclaimer.Off-label queries are also trackable through Conversations and Topics if you configure relevant keywords. See Guidance & Guardrails for configuration details.
Monitoring
What analytics are available?
What analytics are available?
The Activity page provides analytics across three areas:
- Performance — Visitor counts, conversation volumes, message metrics, average conversation time, AE rate, and breakdowns by traffic source, channel, region, device, and more.
- Content — Trending topics and top keywords across conversations.
- Feedback — User satisfaction data including feedback distribution, trends over time, and individual comments.
Can I export conversation data?
Can I export conversation data?
Yes. Navigate to Monitor → Conversations and use the filters to find the conversations you need. Then click Export CSV to download all matching conversations including full message content.See Conversations for details.
Can I query my analytics from Claude or other AI tools?
Can I query my analytics from Claude or other AI tools?
Yes. The RoseRx MCP connector lets you connect Claude Desktop, Claude.ai, Cursor, VS Code, and other MCP-compatible clients to your organization’s analytics. Find the server URL under Settings → MCP Connect — authentication is handled by OAuth, with no API keys to manage.See MCP Connector for setup instructions.
How do I review adverse events?
How do I review adverse events?
Navigate to Monitor → Adverse Events to see all AI-detected potential adverse events. You can filter by agent, deployment, severity, and status, then review each event to update its status and add assessment notes.For regulatory reporting, the RoseRx Platform supports exports in E2B R2, E2B R3, MedWatch, and TGA Blue Card formats.See Adverse Event Management for the full workflow.
Sales Engagement
What is Roleplay Training?
What is Roleplay Training?
Roleplay Training is a voice-based practice simulator for pharmaceutical field teams. Reps make a simulated call to an AI-played HCP persona, pitch a product, and receive an instant scorecard with dimension scores, coaching notes, and a transcript.Sales Engagement is an optional module — contact your RoseRx representative to enable it for your organization. See Roleplay Training to get started.
How are practice calls scored?
How are practice calls scored?
Each call is rated on seven dimensions — product knowledge, competitor comparison, clinical accuracy, opening quality, probing, objection handling, and commitment — weighted according to the product card’s scoring weights (or call-length defaults). Clinical accuracy caps the maximum overall score, so off-label or prohibited claims limit the result no matter how strong the rest of the call was.See Setting Up Training for how admins configure scoring.
Can I export Sales Roleplay configuration for review?
Can I export Sales Roleplay configuration for review?
Yes. Users with access to the relevant setup pages can export a persona, product card, active compliance rules, or sales methodology as a timestamped PDF. Exports reflect the last saved version and are recorded in your organization’s audit trail.See Setting Up Training for the available exports and where to find each Export PDF action.
Who can see the training leaderboard?
Who can see the training leaderboard?
Every user sees their own results on the My progress tab. The Team Analytics leaderboard — with per-rep drill-down into scorecards and trends — is available to admins and team managers.See Progress & Leaderboard for details.
Account
How do I invite team members?
How do I invite team members?
Navigate to the People page in the left sidebar and click Invite. Enter the person’s email address, assign a role (Admin or Member), and send the invitation.See Team Management for details on roles and permissions.
How do I switch organizations?
How do I switch organizations?
Click the organization name at the top of the left sidebar to open the organization switcher. Select the organization you want to switch to and the dashboard will reload with that organization’s data.This is useful if you manage multiple organizations or client accounts from a single login.
Who do I contact for billing?
Who do I contact for billing?
For all billing inquiries, contact billing@roserx.health. The RoseRx team will be able to assist with plan details, invoicing, and payment questions.
Still have questions? Reach out to us at support@roserx.ai — we’re here to help.