How Katalyz is organized
Understanding how Katalyz is structured makes everything else easier. There are four nested layers, from biggest to smallest.
Workspace
Your company's Katalyz account. One company = one workspace. Everything lives here:
- Rooms
- Members
- Templates and content library
- Branding (logo, colors, fonts)
- Integrations
- Billing
Admins configure the workspace. Everyone else works inside it.
Room
A branded, web-based space dedicated to a specific deal, customer, or project. Each room has its own:
- URL
- Participants
- Access rules
- Activity feed
- Branding (can override the workspace default)
Most Sales and CS teams create one room per deal or one room per account.
A room can contain one or multiple pages, depending on how much content you're organizing.
Page
A top-level container inside a room. Pages are the centerpiece of navigation — they're displayed in the room's header (where buyers click to move between them), and also appear in the nav tree in the left sidebar.
Think of pages as the chapters of your room. Typical pages: Overview, Solution, Pricing, Contract, Next steps.
Pages can be hidden from buyers while remaining visible to editors (useful for internal prep or drafts).
Section
A part of a page containing widgets. Sections are how you visually group related widgets within a single page. A page can have multiple sections.
Sections can be:
- Hidden from buyers independently from their parent page
- Saved as micro-templates (section templates) and re-dropped into any other room from the left sidebar
Widget
A piece of content inside a section — text, video, pricing table, signature, meeting scheduler, etc. We call these building widgets widgets.
Think of widgets as paragraphs inside a chapter.
The full hierarchy
Workspace (your company)
└── Room (one per deal)
└── Page (chapter in sidebar)
└── Section (group inside a page)
└── Widget (one per content piece)
Why it matters
This nested structure is what makes Katalyz different from a flat PDF or shared folder. Pages, sections, and widgets can be reordered, personalized, hidden, and tracked independently — so the room is a real navigable space, not just a document.
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Updated on: 18/06/2026
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