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.

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.

Step 2 — Room details

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

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

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:
5. • 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."

Everything about the AI path — the brief, resources, meetings, quality levels and credit costs — is covered in Generating a room with AI.

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.

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
• Starting from a template
• Duplicating a room
• How rooms are organized
• Naming conventions & best practices

Updated on: 04/10/2026