Articles on: Rooms

Reading activity to drive your next move

The Activity tab is full of signals. This article is the playbook — how to interpret what you see, when each signal matters, and what action to take. For a feature-by-feature tour of the page, see Opening the Activity tab.

What the activity feed records

The feed captures everything that happens in the room. Roughly grouped:

Access — logins / opens, page views, time spent
Resource interactions — document previews, downloads, video plays, link clicks
Comments & mentions — new comments, replies, @-mentions, attached emails
Action plan — tasks/steps created, edited, completed, due dates set or changed, descriptions added
Signatures — envelopes sent, opened, signed, declined, expired, voided
Meetings — meeting widgets attached, recordings/summaries fetched
Participants — invitations sent, joins, role changes, removals

What it doesn't record:

What buyers do outside Katalyz (their internal emails, calls, Slack)
Drafts they typed but didn't send
Browser tabs other than the Katalyz room

Signals: read in patterns, not single events

A single event tells you little. The patterns are where the deal lives.

Strong positive signals (deal is progressing)

Time and depth

10+ minutes total time spent across visits
Multiple stakeholders open the room (decision-making breadth)
Return visits within a week

High-intent actions

Pricing page revisited multiple times — they're running numbers
Contract / MSA / T&Cs downloaded — procurement / legal review underway
Demo recording watched to completion
Tasks completed on the buyer's side — they're owning the deal
New comments and replies — real dialogue
Signature envelope viewed (even if not yet signed) — they're considering

Network expansion

Champion invites colleagues — internal support is widening

Cautionary signals (deal is slowing or stalling)

Engagement dropping

First visit but no return after a week
Opened the room, scrolled past Pricing
Multiple stakeholders never opened — champion isn't circulating

Friction indicators

Envelope viewed but not signed for several days
Task assigned to them sitting open with no edits
Comments left without resolution or follow-up

Attention has moved on

No activity for 2+ weeks
Your last nudge got no response

What to do with the signals

On strong signals

Maintain momentum — don't disappear, but don't over-communicate either
Remove blockers proactively — "I noticed you downloaded the MSA — want me to loop Legal in directly?"
Confirm timing to close, ideally tied to a calendar event

On cautionary signals

Open a direct conversation — call, don't email
Ask your champion: "What's standing in the way?"
Reshape the deal if needed — different pricing tier, smaller pilot, phased rollout

Quantify engagement at a glance

The Health score at the top of the Activity tab does this for you — a 0–100 gauge, included for every workspace on the Core plan. Admins can tune the prompt behind it in Settings → AI settings. See the Activity tab article for details.

If you'd rather read the raw signals yourself, rough rules of thumb:

Healthy — 2+ visits, 10+ minutes total, multiple sections viewed, multiple stakeholders involved
Concerning — 1 visit only, under 2 minutes, single stakeholder
Dead — no activity for 3+ weeks after initial share

Tracking & buyers

When an authorized email opens the room, Katalyz attributes their activity to that identity. On rooms set to Anyone with the link, visits from a forwarded URL get attributed to whatever email the visitor types in (string match — see Choosing the right access setting).

Privacy

For details on what's stored and for how long, see the buyer-facing article: What Katalyz knows about you. Katalyz's infrastructure is SOC 2 and GDPR compliant.

Updated on: 01/10/2026

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