The AI advisor
The advisor, explained.
It is a chat window with your own address book behind it. Ask it something and the answer comes back out of your people and your history. It is optional, it runs on a key you own, and every other part of Rootkeep works without it.
- Knows your people.
- It answers from the contacts, notes and moments you have already kept. Ask who you know in law and you get names off your own list, not a paragraph about networking.
- Nudges you to reach out.
- It can see who has gone quiet and what you last talked about. Ask who is worth a message this week and the reason comes attached to the name.
- Remembers how you can help.
- It helps you capture how you can help someone, and how they can help you.
- Logs moments as you chat.
- Tell it what happened in the same breath as you ask about it. The moment, and any follow-up you mentioned, are written down without you leaving the conversation.
A conversation with the Rootkeep advisor. You ask who you should catch up with before the conference. It answers with two people: Rachel Kim, a product manager at Spotify, who is still waiting on the Q3 pitch draft you promised her, and Dr. Linda Chen, whose research you talked through last spring. Below the thread sits a preview card headed “Log a moment”, showing what the advisor is about to write down - “Coffee with Ben - tile order lands Friday”, with a reminder for Friday, April 18 at 9:00 - and offering two buttons, “Not now” and “Save”. Nothing is saved until Save is tapped.
What it can do
Seven tools. Four of them only read what you have already kept. Three can write, and none of those three save anything until you have seen a card like the one above and tapped Save.
Runs on its own · 4
- Find a contact
- Pulls up the person you named.
- Search your network
- Finds people by skill, role, company or notes. “Who do I know in law?”
- Open a profile
- Reads everything you have kept about someone.
- Review history
- Goes back through your past moments with a person, to prep or to catch up.
Always asks first · 3
- Log a moment
- Say “coffee with Ben yesterday” and it logs it, plus any follow-up reminder you mention.
- Update strategy notes
- Keeps a note of how the two of you can help each other.
- Update your profile
- Keeps a short summary of you, so the advice fits your world.
You can dictate instead of typing, and the conversation stays on your phone.
What leaves your phone
Names become codes.
Every contact is swapped for a code before the request is built. The advisor reasons about the architect you have not called in eleven days, never about Jake Morrison. The reply comes back in codes and is translated to real names on your phone.
Emails and phone numbers are redacted outright.
They are stripped before anything is sent. The advisor cannot read them, repeat them or write them, because it never receives them at all.
Your key, straight to Anthropic.
Requests go from your phone to Anthropic and nowhere else. There is no Rootkeep server in the middle, because there is no Rootkeep server at all. I never see the key, the questions or the answers.
The honest limit: what you type into the chat itself travels as you wrote it. The swapping and redacting protect your contact records, not your own sentences. If a thing is too private to leave the phone, keep it out of the chat box.
Set it up in a minute
Create a key at console.anthropic.com/settings/keys, paste it into Rootkeep’s AI settings, and that is the setup. The key is held in your phone’s secure storage.
Anthropic bills you directly for what you use, and you can set a spending cap in the same console. Nothing about it passes through me, so there is nothing for me to charge you for.
Or skip it. The advisor is the only part of Rootkeep that needs a key, and every other feature works fully without one.