Quick start — send your first room in 5 minutes

Welcome aboard. This guide walks you through sending your first room in about 5 minutes.

Before you start

You should have received an invitation email from Katalyz with a magic link. Katalyz doesn't use passwords — clicking the link logs you in. If you didn't get one, ask your workspace admin to invite you. See Logging in with a magic link.

Step 1 — Log in

Open your invitation email and click the link. You land on your Home page — a daily briefing with today's meetings, the actions due this week and an assistant you can ask anything. Click Rooms in the left sidebar to see every room you have access to. See Your dashboard tour.

Step 2 — Create your first room

Click + New room in the left sidebar. The flow has three short steps:

Template — pick one of your team's templates from the gallery, or click + Start from scratch.
Details — choose the Company, optionally a Deal, type the Room Title and set the Status. Add any Custom fields your workspace uses, then click Next.
Build method — keep AI-powered creation to let the assistant draft the room from a short brief (uses credits), or pick Standard setup and click Create to build it yourself.

A card appears top-right when the room is ready. Click Open room on it.

💡 Tip — Name your rooms after the account, not the internal opportunity. "Acme Corp" reads better to your buyer than "Q2-ENT-0847-Acme".

Full details: Creating a room and Generating a room with AI.

Step 3 — Add content

A room is made of pages, sections, and widgets.

Pages are top-level containers in the left sidebar (e.g. Overview, Pricing, Next steps).
Sections are visual groupings inside a page — use them to organize related widgets.
Widgets are the pieces of content inside a section — text, images, videos, CTAs, signatures, meetings, and more.

To add content, open a page and drag a widget from the floating build bar at the bottom of the editor onto the section where you want it. Drag widgets to reorder them. Need help with a section? The round Ask AI launcher in the bottom-right corner of the room can rewrite or extend it — see Ask AI: your assistant inside a room.

💡 Tip — If you're not sure what to include, start simple: a welcome video, a pricing widget, and a signature widget. You can always add more later.

Step 4 — Invite a teammate (optional)

If you'd like a colleague to collaborate on this room, click Share in the top bar. Start typing in the Search for users, add email(s) or domain name(s) field — people from your workspace appear under Suggested users; pick one or type a full email.

For each invitee, pick a role:

Editor — can edit content and manage participants
Viewer — can read and comment, but not edit

(The room's single Owner is set at creation and isn't available as an invite role — see Room roles.)

When the room is ready, click Share in the top bar. Under Access settings, choose how your buyer gets in:

Anyone with the link — Simple email gate: visitors type their email once on arrival so activity can be attributed.
Only authorized users — Authorized emails and/or domains only can access.
Access code verification — Users receive a unique code to login: visitors enter their email and a 6-digit code. Recommended for pricing, contracts and signatures.

See Choosing the right access setting.

How to actually invite your buyer

Add your buyer's email in the invite field. On the New invitation step, Katalyz pre-fills a message — "I invite you to join our space {room}, where you will find all the relevant info and the next steps of our discussion. See you there!" — which you can edit before sending with Notify people checked. Each invitee gets a personalized magic-link email that drops them directly into the room — one click, no signup.

⚠️ Don't copy and paste the room URL into your own email. Using the in-app invite is better because:

The buyer gets a personal magic link — their activity is attributed correctly from the start
They don't have to enter their email on the room's login page
You get a "buyer opened invitation email" activity event (your earliest engagement signal)

If you do share the URL by another channel (e.g. Slack), your buyer lands on the room's login page — "Join the conversation." — and simply enters their Work email to step inside (plus a 6-digit code if you chose Access code verification). ✨

Step 6 — What happens next

Once your buyer opens the room, head to the Activity tab inside the room to see:

Who visited and when
Which pages they spent time on (time-tracking is per-page, not per-section)
What they downloaded, signed, or clicked

You'll also get notifications in-app and by email — customize these in Settings → Notifications. Your Home page keeps a running list of Recent visits and messages Awaiting your reply.

You're done 🎉

Next, we recommend:

Updated on: 04/10/2026

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