> ## 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).

# Creating a room

Every great deal starts with a room. Here's how to create one — a single room in three short steps, or one room per CRM record in a guided bulk flow.

> ⚠️ Requires org role **Admin** or **Pro**. Basic users can be invited to rooms but cannot create them.

## Where to start

- Click **+ New room** in the left sidebar, or the **New room** button on the **Rooms** list.
- From the **Templates** page, hover a template card and click **Create room**.
- On your **Home** page, ask the assistant (*"create a room for Acme"*) or click the **Create a room** chip — see [Your Home page and AI assistant](https://katalyz.crisp.help/en/article/your-home-page-and-ai-assistant-poa796/).

Whichever entry point you use, the same flow opens: **template → details → build method**.

## Step 1 — Pick a template

The **New room** dialog opens on the template picker: *"Choose a starting point for your dealroom."*

- Browse the gallery. Each card shows a **cover preview**, the template's name and *Used N times. Updated N d ago*; hover a card to read its description.
- Narrow the list with the **Search** field.
- Or click **+ Start from scratch** for a blank room.

Only **published** room templates appear here. See [Using a template to create a room](https://katalyz.crisp.help/en/article/using-a-template-to-create-a-room-1t2ymyx/).

!["New room" template picker with cover previews, search field and "Start from scratch"](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/new-room-template-picker_1speg3a.png)

## Step 2 — Room details

*"Set the company, deal, title and status for your room."*

| Field | What it does |
|---|---|
| **Company** *(Select account)* | The account this room is for (picked from your CRM-synced or manually added companies) |
| **Deal (Optional)** *(Select deal)* | The CRM deal to link — deals are listed as *Name - $amount* |
| **Room Title** | What your buyer sees in the browser tab and welcome email — see [Naming conventions](https://katalyz.crisp.help/en/article/naming-conventions-best-practices-15xou6l/) |
| **Status** | The room's stage — *Select stage* |

**Owner** is a required field, pre-filled with you and editable before you create the room.

![Room details step — Company, Deal (Optional), Room Title, Status and the Custom fields section](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/new-room-details-step_1pjukzy.png)

### Custom fields

Below the standard fields, the **Custom fields** section lets you attach any field your workspace has defined (Priority, Deal amount, Account tier, Region, Renewal date, Expected close date, ARR, Seats, Champion, Economic buyer, Competitor…):

1. Click **+ Add field** and pick a field from the catalog. It appears with an input matching its type (text, number, amount, date or a select list).
2. Fill in the value.
3. Use the **grip handle** on the left of a field to **drag it and reorder** the list.
4. Click the same handle to open its menu:
   - **Always show on new rooms** — pins the field so it pre-appears on every room you create from now on. Pinned fields carry a filled bookmark (*Shown on every room*). Pins are remembered in your browser.
   - **Stop showing on every room** — unpins it.
   - **Delete** — removes the field from this room.

When every catalog field has been added, the button reads **All fields added**.

Click **Next**.

## Step 3 — Choose how to build it

*"How would you like to build it?" — "Let AI draft your room, or set it up yourself."*

| Option | What happens |
|---|---|
| **AI-powered creation** *(selected by default)* — *Describe your goal and let AI assemble the room* | You write a brief (**What should this room contain?**), optionally **Add resource** or **Attach meetings**, pick the **AI model quality**, then click **Generate room**. Uses credits. |
| **Standard setup** — *Add and arrange the room's content yourself* | Click **Create**. The room is created from the template as-is (or blank), free of charge. |

Everything about the AI path — the brief, resources, meetings, quality levels and credit costs — is covered in [Generating a room with AI](https://katalyz.crisp.help/en/article/generating-a-room-with-ai-1m7d2kj/).

!["How would you like to build it?" with the AI-powered creation and Standard setup cards](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/new-room-step2_1o1it2q.png)

## After you click Create or Generate room

Katalyz does **not** redirect you into the editor. A card appears in the **top-right corner** of the app — for AI generation it shows progress, for a standard setup it confirms the room is ready — and you keep working wherever you are. Click **Open room** on the card when you want to start editing, or open the room later from the **Rooms** list.

## Creating multiple rooms at once

Need one room per account, deal or contact? On the **details** step, click the **Create multiple rooms** row (*One room for each of several CRM records*). The dialog switches to a 6-step flow: **Template · Context · Selection · Details · Messages · Review**. The template you picked in step 1 carries over.

> ⚠️ Bulk creation **requires an active CRM integration** (HubSpot or Salesforce) — the rooms are batched against your CRM records.

### Context
Pick how rooms are organized:
- **By Company** — *One room per company.*
- **By Deal** — *One room per deal.*
- **By Contact** — *One room per contact.*

### Selection
Choose the records and the people to invite:
- Optionally narrow the list with **Select CRM lists...** and the search field.
- Tick an account or deal: its **contacts unfold inline**, each with a checkbox (avatar, name, *role · email*). Use the per-row **Select all** / **Clear all** links.
- Counters at the top show how many accounts/deals/contacts are selected and how many **contacts** will be invited.
- Changing the context clears your selection.

![Selection step with an account expanded to show its contacts](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/new-room-bulk-selection_wca1zp.png)

### Details
*"By default, all dealrooms will use the same title template with variables. You can optionally customize individual room titles."*

Write one title pattern and insert variables from the **variable picker** (search with **Search variables…**; the list shows six chips and a **+N more** / **Show less** toggle). Built-in variables such as `{{companyName}}`, `{{dealName}}`, `{{contactName}}` and `{{date}}` sit next to your workspace's **custom-field variables** (`{{priority}}`, `{{dealAmount}}`, `{{accountTier}}`, `{{arr}}`, `{{seats}}`…); hover a chip to see whether it is a *Built-in field* or a *Custom field*. **Preview examples** shows the resulting title for each selected record.

Toggle **Allow me to customize individual room titles** to override any title one by one.

### Messages
Two ways to invite people:
- **Invite people directly** — Katalyz emails each contact when the rooms are created. Under **Customize your invitation message** you see *"N contacts will receive this invitation"*, a **Notify people** checkbox, the variable picker and the message box (**Add a message...**).
- **Send via an outreach tool** — pick **Lemlist** or **Apollo** and one of its sequences. Katalyz creates **custom variables** holding each prospect's personal room link inside the tool, so your sequence sends everyone their own link.

Click **Next**.

### Review
The summary shows **Template & Room Strategy** (template + strategy, e.g. *One per deal*), **Selected Accounts / Deals / Contacts** and **Outreach Setup**. Each block has a pencil to jump back and edit. Click **Create** to generate every room in one go.

Bulk rooms are created from the template as a standard setup — the AI build-method step is only offered for single rooms.

> [SCREENSHOT: Review step with the three summary blocks and the Create button]

## What you get at creation

Every new room has:
- The chosen template applied (or a blank canvas)
- You as **Owner**
- The **Status** you set
- **Linked CRM records** (company, deal, contacts) when a CRM is connected
- Your custom-field values
- Default workspace branding
- An empty activity feed

## Room URL

Each room gets a unique URL. By default, the URL is opaque (`yourcompany.katalyz.co/room/abc123xyz`). The URL doesn't leak buyer names or deal specifics unintentionally.

## Related articles
- [Generating a room with AI](https://katalyz.crisp.help/en/article/generating-a-room-with-ai-1m7d2kj/)
- [Starting from a template](https://katalyz.crisp.help/en/article/starting-from-a-template-19nwuzv/)
- [Duplicating a room](https://katalyz.crisp.help/en/article/duplicating-a-room-obatjq/)
- [How rooms are organized](https://katalyz.crisp.help/en/article/how-rooms-are-organized-k4fssv/)
- [Naming conventions & best practices](https://katalyz.crisp.help/en/article/naming-conventions-best-practices-15xou6l/)