Getting started
What is Compass?
What is Compass?
Compass 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 product and health information to healthcare professionals and patients.Compass is developed by RoseRx, a health technology company specialising in AI solutions for regulated industries.
What are the two agent types?
What are the two agent types?
Compass supports two purpose-built agent types:
- HCP Product Detailer — Designed for healthcare professional audiences. Delivers detailed clinical information using professional medical terminology.
- Patient Navigator — Designed for patients and consumers. Uses simple, accessible language and follows strict compliance rules.
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?
Compass offers a range of AI models to power your agents, each with different capabilities and credit costs:
GPT-5 Mini is recommended for most use cases as it offers a strong balance of quality, speed, and cost.
| Model | Credits per message |
|---|---|
| GPT-4.1 | 5 credits |
| GPT-4.1 Mini | 1 credit |
| GPT-4.1 Nano | 0.5 credits |
| GPT-5 Mini | 3 credits |
| Claude Sonnet 4.5 | 5 credits |
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 behaviour 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 type:
- HCP Product Detailer: Direct and Blunt, Measured and Neutral
- Patient Navigator: Professional, Informal, Enthusiastic
Widgets
What widget types are available?
What widget types are available?
Compass 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 customise the widget appearance?
How do I customise 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 colours and accent colours
- Typography and font settings
- Light or dark theme
- Launch button icon, colour, 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 through AHPRA (the Australian Health Practitioner Regulation Agency) before they can interact with the agent.This is essential for HCP Product Detailer agents that surface clinical or restricted product information. See HCP Verification for setup instructions.
Compliance
Which regulatory jurisdictions are supported?
Which regulatory jurisdictions are supported?
Compass 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?
Compass uses AI-powered detection to identify potential adverse drug reactions in conversations. The system analyses 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?
Compass 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. Compass 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 Chat Logs and Topics if you configure relevant keywords. See Guidance & Guardrails for configuration details.
Monitoring
What analytics are available?
What analytics are available?
The Compass dashboard provides analytics across three areas:
- Performance — Visitor counts, conversation volumes, message metrics, average conversation time, AE rate, and breakdowns by 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 → Chat Logs and use the filters to find the conversations you need. Then click Export CSV to download all matching conversations including full message content.See Chat Logs for details.
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, Compass supports exports in E2B R2, E2B R3, MedWatch, and TGA Blue Card formats.See Adverse Event Management for the full workflow.
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 (Owner, Admin, or Member), and send the invitation.See Team Management for details on roles and permissions.
How do I switch organisations?
How do I switch organisations?
Click the organisation name at the top of the left sidebar to open the organisation switcher. Select the organisation you want to switch to and the dashboard will reload with that organisation’s data.This is useful if you manage multiple organisations or client accounts from a single login.
Who do I contact for billing?
Who do I contact for billing?
For all billing enquiries, 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.health — we’re here to help.