> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# AI settings

**AI settings** is where admins shape how the Katalyz assistant behaves for the whole workspace: the background it should always know, how it writes executive summaries and scores deal health, and how credits may be spent.

> ⚠️ Requires org role **Admin**. Go to **Settings → Workspace → AI settings**.

![AI settings page with the three cards](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/ai-settings-three-cards_ne5lku.png)

## AI context

*Give the assistant background it should always know about.*

- **Context & instructions** — free text the assistant reads before every answer and generation. Describe what you sell, who your buyers are, what to always mention and the tone to keep. Example: *"We sell B2B onboarding software. Our buyers are RevOps leaders. Always reference our security certifications and keep a confident, concise tone."*
- **Knowledge files** — click **Upload files** to add documents the assistant can draw from: decks, one-pagers, security docs, battle cards. **PDF, DOCX, TXT, MD — up to 20 MB each.** Each uploaded file is listed with its size; remove one with the trash icon.

This context applies to everything: room and template generation, Ask AI conversations, suggestions, Home page flows.

## Analysis prompts

*Shape the two analyses the assistant runs on every room.* Leave a prompt empty to use Katalyz's default.

- **Executive summary prompt** — how the room summary should be written: what to emphasise, length, tone. Example: *"Three short paragraphs: where the deal stands, what the buyer has engaged with, and the next step we need from them. Name the stakeholders involved."* The summary is shown in each room's Activity tab and **synced to your CRM** as the *Katalyz AI executive summary* field.
- **Health score prompt** — what the assistant should weigh when scoring a room's health: engagement signals, stakeholder coverage, overdue actions, deal-specific risks. Example: *"Weight decision-maker activity in the last 7 days most. Penalise overdue mutual-action-plan items and rooms with a single buyer contact."* Synced to your CRM as *Katalyz health score*.

See [Opening the Activity tab](https://katalyz.crisp.help/en/article/opening-the-activity-tab-aamu65/) and [CRM field mapping](https://katalyz.crisp.help/en/article/crm-field-mapping-sync-hubspot-salesforce-fzz4c/).

## AI credits

*Control how many AI credits each member can spend per month.*

- **Cap credits per user / month** — off by default: members draw from the shared workspace balance with no per-user limit. Turn it on to set a **Monthly cap per user** (500 by default).
- **Low-balance alert** — on by default. Without a cap, admins are notified when the workspace balance drops below 10%. With a cap, each member is notified when they have less than 10% of their monthly cap left.

The balance itself, and buying more, live in **Plan & Billing** — see [How credits work](https://katalyz.crisp.help/en/article/how-credits-work-1rardw9/).

## Saving

Changes aren't live until you click **Save changes** in the bar that appears at the bottom (*"You have unsaved changes"*). **Cancel** restores the last saved version.

## What is not a workspace setting

There is **no workspace-wide AI model quality**. The quality level (Fast / Balanced / Maximum) is chosen by each member at the moment they generate a room or template, and priced accordingly. See [Generating a room with AI](https://katalyz.crisp.help/en/article/generating-a-room-with-ai-1m7d2kj/).

## Related articles
- [Ask AI: your assistant inside a room](https://katalyz.crisp.help/en/article/ask-ai-your-assistant-inside-a-room-1p446pc/)
- [How credits work](https://katalyz.crisp.help/en/article/how-credits-work-1rardw9/)
- [Katalyz AI: what's included](https://katalyz.crisp.help/en/article/katalyz-ai-whats-included-ux20yg/)