> ## 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.

# Frequently Asked Questions

> Find answers to common questions about the RoseRx Platform.

Can't find what you're looking for? Browse the frequently asked questions below or contact us at [support@roserx.ai](mailto:support@roserx.ai).

## Getting started

<AccordionGroup>
  <Accordion title="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](https://roserx.ai), a health technology company specializing in AI solutions for regulated industries.
  </Accordion>

  <Accordion title="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.

    See [Creating an Agent](/guides/agents/creating-an-agent) for a full comparison.
  </Accordion>

  <Accordion title="How do I get started?">
    Follow the [Quick Start](/quickstart) 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.
  </Accordion>
</AccordionGroup>

## Agents

<AccordionGroup>
  <Accordion title="What AI models are available?">
    The RoseRx Platform offers three model tiers to power your agents:

    | Tier         | Best for                                            |
    | ------------ | --------------------------------------------------- |
    | **Fast**     | Quick responses for high-volume use                 |
    | **Balanced** | The best balance of speed and quality (recommended) |
    | **Advanced** | The most capable option for complex analysis        |

    **Balanced** is the default and recommended for most use cases. See [General Settings](/guides/agents/general-settings) for details.
  </Accordion>

  <Accordion title="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.

    In short: Sources are *for* the agent. Resources are *for* the user. See [Knowledge Base](/guides/agents/knowledge-base) and [Resources](/guides/agents/resources) for full details.
  </Accordion>

  <Accordion title="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](/guides/agents/general-settings) for more details.
  </Accordion>

  <Accordion title="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

    See [General Settings](/guides/agents/general-settings) for details.
  </Accordion>
</AccordionGroup>

## Widgets

<AccordionGroup>
  <Accordion title="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.

    You can set the widget type in the **Style** tab of the widget editor. See [Customizing Your Widget](/guides/widgets/customization) for full details.
  </Accordion>

  <Accordion title="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](/guides/widgets/embedding) for instructions.
  </Accordion>

  <Accordion title="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

    A live preview updates in real time as you make changes. See [Customizing Your Widget](/guides/widgets/customization) for a full breakdown.
  </Accordion>

  <Accordion title="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](/guides/monitoring/hcp-contacts) directory. See [HCP Verification](/guides/widgets/hcp-verification) for setup instructions.
  </Accordion>
</AccordionGroup>

## Compliance

<AccordionGroup>
  <Accordion title="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)

    The jurisdiction you select determines the compliance framework applied to your agent's guardrails and response behavior.
  </Accordion>

  <Accordion title="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](/guides/agents/adverse-event-monitoring) settings to control how aggressively the system flags potential events.
  </Accordion>

  <Accordion title="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.

    Exports must be reviewed by qualified pharmacovigilance personnel before submission. See [Adverse Event Management](/guides/monitoring/adverse-events) for full details.
  </Accordion>

  <Accordion title="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](/guides/monitoring/conversations) and [Topics](/guides/agents/topics) if you configure relevant keywords. See [Guidance & Guardrails](/guides/agents/guidance-and-guardrails) for configuration details.
  </Accordion>
</AccordionGroup>

## Monitoring

<AccordionGroup>
  <Accordion title="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.

    See [Activity & Analytics](/guides/monitoring/activity) for a full breakdown.
  </Accordion>

  <Accordion title="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](/guides/monitoring/conversations) for details.
  </Accordion>

  <Accordion title="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](/guides/organization/mcp-connector) for setup instructions.
  </Accordion>

  <Accordion title="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](/guides/monitoring/adverse-events) for the full workflow.
  </Accordion>
</AccordionGroup>

## Sales Engagement

<AccordionGroup>
  <Accordion title="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](/guides/sales-engagement/roleplay-training) to get started.
  </Accordion>

  <Accordion title="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](/guides/sales-engagement/setting-up-training) for how admins configure scoring.
  </Accordion>

  <Accordion title="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](/guides/sales-engagement/progress-and-leaderboard) for details.
  </Accordion>
</AccordionGroup>

## Account

<AccordionGroup>
  <Accordion title="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](/guides/organization/team-management) for details on roles and permissions.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Who do I contact for billing?">
    For all billing inquiries, contact [billing@roserx.health](mailto:billing@roserx.health). The RoseRx team will be able to assist with plan details, invoicing, and payment questions.
  </Accordion>
</AccordionGroup>

***

Still have questions? Reach out to us at [support@roserx.ai](mailto:support@roserx.ai) — we're here to help.