Documentation

Rolo user guide

Step-by-step tutorials for every feature. Pick a topic from the sidebar to get started.

What is Rolo?

Rolo is a relationship intelligence tool built for people who want to stay genuinely prepared for every conversation that matters. Unlike a sales CRM focused on pipeline stages, Rolo is built around people— the context you have with them, the history you've shared, and the moments you'd otherwise forget.

Everything in Rolo flows from one core idea: structured memory. Your notes, events, and interactions are stored as validated records in a graph — not loose text in a chat window. That means you can search it, visualize it, and trust it to still be accurate in six months.

AI in Rolo acts as a layer on top ofthat structured memory — classifying notes, extracting details, drafting messages, prepping you for meetings — but it never silently rewrites what you've told it. You stay in control of your data.

Core concepts

The relationship graph

Every contact, note, event, and interaction you add is connected in a graph. Rolo uses this graph to compute relationship strength, surface shared connections, visualize your network, and generate meeting prep — all from the same source of truth.

Intake → structure → memory → action

When you type a note like “met Sarah at CES — she's a VC at Sequoia, focused on climate”, Rolo classifies the intent, extracts the structured details (name, firm, focus area), and saves them to Sarah's profile. That extraction is the intake → structurestep. Later, when you're prepping for a meeting with her, Rolo can pull all of that context into a brief — that's the memory → action step.

Rarity tiers

Every contact has a rarity tier — Common, Rare, Epic, or Legendary by default (you can rename these). Tiers drive visual priority in the network graph, rank boosts in search results, and badge colors on profiles. Assign tiers to reflect how important a relationship is to you right now.

Relationship Depth Score (RDS)

RDS is a per-contact score that grows with positive interactions and decays when you haven't been in touch. It's not a simple “days since contact” counter — it reflects the quality and recency of your interactions and helps surface relationships that are drifting before they slip away entirely.

Quick start

  1. 1

    Add your first contacts

    Head to People and click "Add contact". You can also paste a note about someone — "met Marcus at the conference, CTO at Stripe" — and Rolo will extract and save the details automatically.

  2. 2

    Connect Google Calendar

    Go to Settings → Integrations and authorize your Google Calendar. Rolo will import your events and link known contacts as attendees so meeting prep works automatically.

  3. 3

    Log an interaction

    After a call or coffee, open Notes & Capture and write a quick summary. Mention people by @name and Rolo will link the note to their profile, update their Relationship Depth Score, and flag any action items.

  4. 4

    Try the search

    Open Search and type a natural-language question like "who do I know at OpenAI?" or "who should I follow up with this week?". Switch to AI mode for semantic results.

  5. 5

    Get meeting prep

    When you have a meeting coming up, open Events and click Prepare. Rolo will generate a brief with your relationship history, talking points, and relevant context for every attendee.

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