Articles on: Rooms

Opening the Activity tab

Every room has an Activity tab — your single dashboard for who visited, what they viewed, what they engaged with, and how the deal is trending. It's where you turn raw signals into "what should I do next?".


Open Activity


Inside a room, click the Activity tab. It opens a multi-section dashboard that combines high-level KPIs, a deal overview, an activity-over-time chart, per-page and per-resource breakdowns, and a chronological activity feed.



What's on the Activity page


KPI cards (top)

Four high-level numbers, each with a trend indicator (vs. previous period):

  • Total visitors — distinct people who opened the room
  • Page views — total page loads inside the room
  • Avg. time — average time spent per visit
  • Comments — total comments posted across the room


Deal overview

  • Deal Health — a 0–100 gauge with a trend vs. last week. Above 75 the deal is Hot, 50–75 Warm, below 50 Cold. One number to track in pipeline reviews.
  • AI Summary — an AI-written paragraph on where the deal stands: champion engagement, stakeholders going quiet, what moved this week.
  • Recommended Actions — next best actions with a rationale ("Schedule next meeting", "Re-engage Charles Merlet", "Share case study with Thomas"). Tick one to Mark as completed; when the list is empty you see All caught up!


✅ Included in the Core plan. The health score and summary are refreshed automatically as activity comes in; no credits are spent on them. Admins shape both analyses with the Executive summary prompt and Health score prompt in AI settings. Both values sync to HubSpot or Salesforce as Katalyz health score and Katalyz AI executive summary.


Activity level (chart)

A line chart of activity volume over time. Hover any point to see total activities on that day, broken down per user. Useful for spotting peaks (after sending the room, after a meeting, after a follow-up) and dry spells.


Page performance by user

A radar chart showing how much time each user spent on each page of the room — one petal per page, one color per user. Quickly reveals which sections actually got attention from which buyers.


Resources views

A table of every resource (PDF, doc, etc.) embedded in the room with:

  • Resource name
  • Type (PDF, Image, Video, Link, …)
  • Views — total views across all visitors
  • Visitors — avatars of who viewed it (hover to see a per-person view count)
  • Trend — % change vs. previous period


Use this to see which materials buyers actually consumed — the contract? the case study? the demo recording?


Activity feed

A chronological feed of every event in the room — logins, action edits, due-date changes, completions, comments, descriptions added, etc. Each entry shows:

  • The actor's avatar
  • A short description ("Thomas Ebrard validated a step", "edited the due date of an action: 22/04 → 28/04")
  • The location (which page / section / action / discussion the event happened in)
  • The date


Grouped by day for easy scanning.


Who can see Activity


Seeing the Activity tab requires being an org member with a write room role:


  • Org role: any (Admin / Pro / Basic) — what matters is being an org member.
  • Room role: Owner or Editor. Viewers don't see the Activity tab.
  • External participants (sometimes called "buyers") are not org members and never see Activity.


This is intentional: the Activity tab is for your team. Your buyer doesn't see how closely you're watching their movements — that would be uncomfortable.


Activity vs. AI



Updated on: 01/10/2026

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