Katalyz AI: what's included
AI is part of the Core plan — there is no separate AI module. This page maps every AI capability, where it lives, and whether it uses credits.
Overview
Capability | Where | Credits |
|---|---|---|
Ask AI — chat about a room or your workspace, quick actions, anchored questions on any section or block | Round launcher bottom-right, selection pill in the editor | Free |
AI suggestions — proposed edits you accept, edit or discard | Ask AI panel · Home "Suggestions for you" | Free |
AI room generation — a full room from a brief, resources and meetings | + New room → build method · Home composer | 3 / 5 / 10 per room |
AI template generation — a room or section template from a brief | Templates → New template | 3 / 5 / 10 per template |
Executive summary & health score — refreshed on every room, synced to your CRM | Room → Activity tab · CRM fields | Included |
Recommended actions | Room → Activity tab | Included |
Home page flows — attention triage, meeting summaries, follow-up drafts | Home | 1 / 1 per meeting / 1 + 2 + 1 |
Auto-fill room fields from recordings | Room Data panel · Meetings → Auto-fill | Free |
Meeting AI summary | Meetings → recording → AI Summary | Included |
Shaping the AI for your workspace
Admins can give the assistant permanent context and control spend in Settings → Workspace → AI settings:
- AI context — instructions and knowledge files read before every answer and generation
- Analysis prompts — how the Executive summary is written and what the Health score weighs
- AI credits — a per-user monthly cap and the low-balance alert
See AI settings.
Health score and executive summary
Every room's Activity tab opens with a Deal Overview: a Deal Health gauge (0–100, with a trend vs. last week), an AI Summary paragraph describing where the deal stands, and Recommended Actions you can tick off. Both analyses follow your workspace prompts and sync to HubSpot or Salesforce as Katalyz health score and Katalyz AI executive summary. See Opening the Activity tab.
Who can use AI
- Members with an editing role in a room (Owner, Editor) see Ask AI, suggestions and auto-fill inside that room.
- Admins and Pros can generate rooms and templates.
- Buyers never see AI: nothing AI-related appears in presentation mode or to external visitors.
Privacy
The assistant works on your room content, activity metadata, recordings and the context you give it. Your data is not used to train shared models and stays isolated to your workspace.
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Updated on: 01/10/2026
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