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This guide walks you through the essential steps to get your first Compass agent up and running. By the end, you’ll have a fully configured AI chat agent deployed on your website.
You’ll need a Compass account to follow along. If you don’t have one yet, contact support@roserx.health to get started.
1

Sign up and create your organisation

Start by signing in to the Compass dashboard. If your organisation hasn’t been set up yet, you’ll be guided through creating one.Your organisation is the top-level account that holds all your agents, widgets, and team members. You can invite colleagues and assign roles once it’s created.
If your organisation already exists, ask a team admin to send you an invite so you can join directly.
2

Create your first agent

Navigate to Agents in the sidebar and click Create Agent.You’ll be asked to choose an agent type:
  • HCP Product Detailer — For healthcare professional audiences. Delivers detailed, clinical information.
  • Patient Navigator — For patient and consumer audiences. Uses accessible, supportive language.
Once created, configure your agent’s general settings:
  • AI Model — Select the model that powers your agent. GPT-5 Mini is recommended for a strong balance of speed, cost, and quality.
  • Tone of voice — Set how the agent communicates (e.g. professional, empathetic, conversational).
  • Response length — Control how detailed or concise the agent’s replies are.
3

Add knowledge

Go to the Knowledge Base tab within your agent’s settings.Upload your approved documents — PDFs, or add URLs to web pages — and Compass will automatically process them. Each document is chunked, embedded, and indexed so your agent can retrieve the most relevant information when responding to questions.
This is your agent’s internal knowledge. Only content in the Knowledge Base is used to generate responses. The more comprehensive and up-to-date your sources, the better your agent performs.
4

Configure guardrails

Navigate to the Guidance tab to set up your agent’s regulatory compliance settings.
  • Jurisdiction — Choose the regulatory framework that applies (e.g. TGA for Australia, FDA for the United States).
  • Product type — Specify whether the product is a prescription medicine, OTC, medical device, or other classification.
  • Prohibited terms — Define words or phrases the agent must never use.
  • Off-label policies — Configure how the agent handles questions about unapproved uses.
Guardrails are essential for regulatory compliance. Take the time to configure them thoroughly before deploying your agent to a live environment.
5

Create and deploy a widget

Navigate to Widgets in the sidebar and click Create Widget.
  • Assign your agent — Link the widget to the agent you just configured.
  • Customise appearance — Set the theme, brand colours, widget type (popup, slider, or fullscreen), and configure which tabs are visible (Chat, Resources, etc.).
  • Activate the widget — Toggle the widget status to Active.
  • Copy the embed code — Grab the embed snippet and paste it into your website’s HTML.
<!-- Example embed snippet -->
<script
  src="https://widget.roserx.health/loader.js"
  data-widget-id="your-widget-id"
  async>
</script>
You can restrict which domains your widget appears on for added security. Configure this in the widget’s domain settings.
6

Monitor conversations

Once your widget is live, use the monitoring tools to track how your agent is performing:
  • Dashboard — View conversation volumes, usage trends, and key metrics at a glance.
  • Chat Logs — Review individual conversations to check response quality and accuracy.
  • Adverse Events — Monitor for potential adverse drug reactions detected automatically by the platform’s pharmacovigilance system.
Regularly reviewing chat logs and adverse events helps you refine your agent’s knowledge base and guardrails over time.

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Next steps

Now that your first agent is live, explore these guides to get the most out of Compass:

Agent Settings

Fine-tune your agent’s AI model, tone, and behaviour.

Guidance & Guardrails

Deep dive into regulatory compliance configuration.

Widget Customisation

Tailor your widget’s look and feel to match your brand.

Adverse Event Monitoring

Set up pharmacovigilance and adverse event detection.

Batch Testing

Validate your agent’s responses before going live.

Team Management

Invite colleagues and manage roles within your organisation.