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, cancelled
  • 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


If you have Katalyz Intelligence activated for the workspace, the Health score at the top of the Activity tab does this for you — a 0–100 gauge updated nightly. See [Katalyz Intelligence](→ 07-plans-billing/03-add-on-modules/03-katalyz-intelligence) and the Activity tab article for details.


Without Intelligence, 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: 18/06/2026

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