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.

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.

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.

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.

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

Updated on: 18/06/2026