> ## 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).

# Glossary

A quick reference to every Katalyz-specific term. If you see a word in the docs or the product and aren't sure what it means, this is where to check.

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**Access settings** — How a buyer proves they're allowed to open a room. Three options: *Anyone with the link*, *Authorized emails only*, *Magic code verification*. See [Choosing the right access settings](https://katalyz.crisp.help/en/article/choosing-the-right-access-setting-6jc04c/).

**Activity** — The log of every visit, click, and interaction in a room. Available per-room and across your dashboard.

**Add-on module** — Optional bundle (Intelligence, Enrichment, Signature, Recording) that unlocks advanced features. Intelligence, Enrichment, and Signature consume credits; Recording is included in the Premium plan. See [Credits & add-on modules at a glance](https://katalyz.crisp.help/en/article/credits-add-on-modules-at-a-glance-145hnk8/).

**Admin** — The org role with full control of your Katalyz workspace. Admins can see and edit every room, manage members, change settings, and manage integrations.

**Basic** — An org role that can only access rooms they've explicitly been invited to. Cannot create new rooms.

**Widget** — A piece of content inside a section of a room. Synonym of **widget**.

**Buyer (guest buyer)** — Someone outside your company who accesses a Katalyz room. Buyers don't have accounts and no dashboard — they access a specific room only, via magic link.

**Content library** — A shared pool of reusable files, links, and media available to everyone in your workspace.

**Credit** — A usage unit for add-on modules. 20 credits per user per month are included in the Modules add-on (€40/user/month); each new user also gets a one-time 30-credit welcome bonus the first time they're added, for trying AI features. Credits are valid for 60 days from issue.

**Dashboard** — Your home page in Katalyz. Lists every room you have access to.

**Editor** — A room role that can read, comment, and edit content in the room.

**Integration** — A connection between Katalyz and another tool (HubSpot, Salesforce, Slack, calendars, enrichment, meeting recorders).

**Katalyz Enrichment** — Add-on module for auto-enriching contacts and companies from the web.

**Katalyz Intelligence** — Add-on module for AI-powered health scoring, auto-summaries, and recommendations.

**Katalyz Recording** — Add-on module (included in Expert) for meeting recording and transcription.

**Katalyz Signature** — Add-on module for legally binding electronic signatures embedded in rooms.

**Magic code** — A 6-digit code sent by email for access verification. Used in the Magic code verification access setting.

**Magic link** — A unique, one-time-use URL that logs you in without a password. How all Katalyz authentication works.

**Member** — Someone at your company with a Katalyz account. Counts against your seat quota.

**Org role** — A workspace-level permission level. Three options: Admin, Pro, Basic. Distinct from **room role**.

**Owner** — A room role with full control of the room, including deleting it, managing participants, changing access settings, etc. **Unique per room** — each room has exactly one Owner (the creator by default), and ownership can be transferred but not invited into.

**Page** — A top-level container inside a room. Pages are the centerpiece of navigation — displayed in the room's header and in the left-sidebar nav tree. Each page holds sections and widgets.

**Placeholder** — A widget that shows a visible "add X here" slot in a room — for content that's coming later (a video, a document, a contact).

**Variables** — Dynamic values inserted into Text widgets. Type `$` to pick a built-in field (room name, owner) or a custom field. Variables are replaced with actual values when the room renders.

**Pro** — An org role that can create rooms and access rooms they're invited to.

**Room** — A branded web space dedicated to a specific deal or project. Can contain one or multiple pages. The heart of Katalyz.

**Room role** — A room-level permission. Three options: Owner, Editor, Viewer. Distinct from **org role**.

**Section** — A part of a page containing widgets. Sections can be saved as **micro-templates** and inserted from the left sidebar into any room.

**Template** — A pre-built room you can reuse. Stores structure, widgets, and branding.

**Viewer** — A room role that can read and **comment** in a room, but not edit content.

**Widget** — A building block of content inside a section (text, video, CTA, signature, etc.). Synonym of **block**.

**Workspace** — Your company's Katalyz account. Most organizations have one.

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Missing a term? Email **contact@katalyz.co** and we'll add it.