> ## 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).

# Generating a room with AI

Instead of building a room section by section, describe what it should contain and let AI assemble it — structure, content and branding — from your prompt, your resources and your meeting recordings. You then edit the result like any other room.

> ⚠️ Requires org role **Admin** or **Pro** (the roles that can create rooms). AI room generation is included in the Core plan and uses **credits**.

## Two ways to start

### From "+ New room"
1. Click **+ New room** and pick a **template** (or **Start from scratch**).
2. Fill in the room details — Company, Deal, Room Title, Status, custom fields — and click **Continue**.
3. On the **"How would you like to build it?"** step, choose:
   - **AI-powered creation** — *Describe your goal and let AI assemble the room* (selected by default)
   - **Standard setup** — *Add and arrange the room's content yourself*

![Build-method step with "AI-powered creation" selected and the prompt field visible](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/new-room-step2_1o1it2q.png)

### From the Home page
Type something like *"Create a room for PayFit"* in the Home composer, or click the **Create a room** chip. The assistant asks **"Create a room?"** — pick **Yes, set it up** and it walks you through the same choices one question at a time: template, company, deal, title, status, build method, then the AI brief. **Use the form instead** opens the classic modal.

See [Your Home page and AI assistant](https://katalyz.crisp.help/en/article/your-home-page-and-ai-assistant-poa796/).

## Giving the AI something to work from

With **AI-powered creation** selected, you describe the room:

- **What should this room contain?** — a free-text brief, e.g. *"A deal room for PayFit with a product overview, pricing, security docs and a mutual action plan…"*
- **Add resource** — attach files, links or items from your content library. The AI reads them and reuses them in the room.
- **Attach meetings** — pick recorded meetings with this account. Transcripts and summaries feed the content (only shown when you have meetings).

You need **at least one** of the three — a brief, a resource or a meeting — before **Generate room** becomes available.

The template you picked in step 1 still applies: the AI fills the template's structure and branding rather than inventing a layout from nothing.

## Choosing the AI model quality

Every generation runs at a quality level you pick. Higher quality is more capable but slower and uses more credits:

| Level | What it's for | Credits per room |
|---|---|---|
| **Fast** | Lightweight and quick | 3 |
| **Balanced** *(default)* | Best for most cases | 5 |
| **Maximum** | Most capable, slower | 10 |

The quality is chosen **per generation** by whoever runs it — there is no workspace-wide setting.

Credits are deducted when you click **Generate room**. A standard (manual) setup never uses credits.

## While the room is being generated

Generation takes **a few minutes**. You are not blocked: a **"Generating your room"** card appears top-right and you can keep working on the dashboard. It walks through five steps:

1. Understanding your context
2. Assembling sections
3. Writing content
4. Applying your branding
5. Finalizing the room

When it finishes the card reads **"Room ready — Everything is in place — take a look."** Click **Open room**. Katalyz never redirects you automatically; the card stays until you open or dismiss it.

!["Generating your room" progress card in the top-right corner](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/new-room-generating-card_1n0h701.png)

## After generation

The generated room is a normal room:

- Every section and block is **editable** — click to edit text, drag to reorder, restyle from the Design panel, delete what you don't need.
- Room-data widgets (contacts, meetings, resources, fields, signature, action plan) are **live widgets** bound to your data, not static text.
- Select any part and use **Ask AI about this** to have the assistant rework it — see [Ask AI: your assistant inside a room](https://katalyz.crisp.help/en/article/ask-ai-your-assistant-inside-a-room-1p446pc/).

Review names, numbers and claims before you share the room. **AI can make mistakes.**

## Bulk creation

AI generation applies to rooms created **one at a time**. When you create **multiple rooms** at once (one per CRM account, deal or contact), they're set up from the template as standard rooms; open any of them afterwards and use **Ask AI about this** to have sections written or reworked. See [Creating a room](https://katalyz.crisp.help/en/article/creating-a-room-1q7ljmm/).

## Related articles
- [Creating a room](https://katalyz.crisp.help/en/article/creating-a-room-1q7ljmm/)
- [Creating a template with AI](https://katalyz.crisp.help/en/article/creating-a-template-with-ai-1l9jqc9/)
- [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/)