Configuration
Settings
Settings is where you tailor Rolo to your workflow. Access it from the gear icon in the left sidebar on desktop, or the profile menu on mobile.
Settings sections
General
- Display name and profile photo
- Theme — dark or light
- Timezone and date format preferences
- Notification preferences
Integrations
- Connect / disconnect Google Calendar
- Google Contacts import
- Instagram enrichment settings
- Chrome extension download and token management
Custom fields
- Create new fields (text, number, date, select, URL types)
- Edit field labels and display order
- Set whether a field is shown by default or hidden until expanded
- Archive fields you no longer use (archived fields retain their data but are hidden from new profiles)
Tags
- Create and rename tags used to label contacts
- Assign colors to tags for visual identification
- Archive tags that are no longer relevant
Rarity definitions
- Rename the five rarity tiers to your own labels
- Change the color associated with each tier
- Rearrange tiers by priority
AI ops
- Adjust RDS decay parameters (grace period, midpoint, steepness)
- Configure which AI model is used for classification vs. extraction
- Override built-in prompts with custom instructions
- View the prompt store — prompts Rolo uses internally, editable by advanced users
AI search
- Enable or disable AI search
- Configure result explanation verbosity (full vs. fast mode)
- Manage AI search feedback history
AI usage
- View token consumption breakdown by feature over time
- Set budget alerts (notify when monthly cost exceeds a threshold)
- See per-operation cost attribution
Billing
- View your current plan (Free, Personal, or Team)
- Upgrade or downgrade your subscription
- Manage payment method and billing email
- View invoice history
Account
- Change email address
- Export your data — download a full JSON export of your contacts, notes, and events
- Delete your account — permanently removes all your data from Rolo
Notifications
- Enable or disable in-app notifications
- Configure which events trigger notifications (new matches, follow-up reminders, meeting prep ready)
- Notification history
Workspace (Teams)
- Invite teammates
- Manage team member roles
- Configure shared context visibility
Developer
- API access (coming soon)
- Webhook configuration
- Debug tooling for advanced users
Exporting your data
Your data is yours. Go to Settings → Account → Export data to download a full JSON export of everything in your Rolo: contacts, interaction history, events, notes, lists, and custom fields. The export is generated on-demand and delivered as a file download.
There's no lock-in. If you decide to leave Rolo, your complete relationship history comes with you.
Plans and what they unlock
30-day relationship timeline, basic search, notes, core people management. No credit card required.
90-day timeline, AI semantic search with rank mode, full meeting prep briefs with talking points, priority support.
Everything in Personal, plus shared contact context across your team, coordinated relationship coverage, and custom onboarding.
See Pricing for the full feature comparison.
You've read the docs
You now have a full picture of every major feature in Rolo. The best way to get value from the product is to start with one habit: capture every meaningful interaction. Even two sentences after a call is enough to make the prep, timeline, and search features genuinely useful.
If you hit anything that doesn't work as expected or have questions the docs don't answer, reach out at support@agentschool.io.