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AI Advisor

The advisor is a context-aware AI assistant built into Kaisho. It knows your tasks, time entries, customers, notes, and inbox. Ask it questions in natural language, and it uses tool calling to read and write your data.

AI Advisor

Asking Questions

Open Advisor in the sidebar. Type your question and press Enter. Responses stream in real time.

Quick-start templates are available for common queries:

  • "What should I focus on today?"
  • "Which customers are close to their budget limit?"
  • "Summarize my week"
  • "What are my overdue tasks?"
kai ask "What should I focus on today?"
kai ask "How many hours did I bill Acme this month?"
kai ask "Create a task for Beta Inc: fix the login bug"

Press Cmd+J and type:

ask What should I focus on today?

How It Works

When you ask a question, the advisor:

  1. Gathers context: open tasks, this month's clock entries, inbox items, customers with budgets, and optionally GitHub issues.
  2. Sends your question plus context to the configured AI model.
  3. The model can call tools to read more data or take actions (start a timer, create a task, add an inbox item, etc.).
  4. The response streams back as Markdown.

The advisor supports multi-turn conversation. Follow-up questions include the previous exchange as context.

Available Tools

The advisor has access to 43 tools covering every domain:

Category Tools
Tasks list, add, update, move, archive, set tags
Time start/stop clock, book time, update entries, batch invoice
Customers list, get budgets, list contracts
Inbox list, add items
Notes list, add, update, delete
Knowledge search, read files, write files
GitHub list issues, list projects
Cron list jobs, trigger jobs
Research web search, fetch URLs, YouTube transcripts
System list profiles, create backups, time insights

Model Selection

The advisor model is configured in Settings > AI. You can change it per conversation in the UI using the model badge.

Supported providers: Ollama (local), Ollama Cloud, LM Studio, Claude, OpenAI, OpenRouter, and Kaisho Cloud AI.

See AI Providers for setup instructions.

Personality

The advisor's personality is shaped by two files in your profile directory:

  • SOUL.md -- tone, behavioral rules, response style
  • USER.md -- context about you (role, workflow, priorities)

Edit these in Settings > Advisor Files or directly:

~/.kaisho/profiles/work/SOUL.md
~/.kaisho/profiles/work/USER.md

Conversation Actions

  • Copy to inbox -- click the inbox icon on any assistant response to save it as an inbox item
  • Clear history -- start a fresh conversation
  • Include GitHub -- toggle whether GitHub issues are included in the context

Conversation History

The UI persists conversation history in the browser. An unread badge appears in the sidebar when there are new responses (e.g., from background queries).