Using a template to create a room
Creating a room from a template takes about 10 seconds — and saves you from rebuilding structure every time.
Create a room from a template
There are two entry points.
From the New Room flow
- Click + New room in the left sidebar (or the New room button on the Rooms list).
- The New room dialog opens on the template gallery — "Select the template you want to start from, or build your room from scratch." Each card shows a cover preview, the name and Used N times · Updated {date}; hover a card to read its description. Search with Search by name... and click the card you want.
- To skip a template entirely, click + Start from scratch — same flow, just with an empty starting point.
- Fill in the details — Company, Deal (Optional), Room Title (this is what your buyer sees — use the buyer's company name) and Status — plus any Custom fields, then click Next.
- Choose how to build it: Standard setup → Create keeps the template as designed; AI-powered creation → Generate room fills the template's structure from your brief (uses credits — see Generating a room with AI).
- The room is created; open it from the card that appears top-right.
Need one room per CRM account, deal or contact? Click Create multiple rooms on the details step — see Creating a room.
From the Templates page
You can also start from the Templates page (left sidebar of the org-level dashboard), where every template in the workspace is listed under the Rooms and Sections tabs. Each card carries a cover preview (or No preview), the template's name, status (Published / Draft), usage count, last-modified date and access scope (Everyone / Limited access). Filter by Status and Access, or search with Search templates….
- Hover any room-template card to reveal a Create room button (and a ⋮ menu for other actions). Click it to start the same details → build-method flow as above, with the template preselected.
- Or open the template itself and use the Create room button in its top-right header.
Katalyz copies the template's structure, widgets, and design settings into your new room. Nothing is linked — the new room is independent.
What you get
The new room is a full copy of the template:
- Same pages and their order
- Same sections within each page
- Same widgets and content
- Same task assignees (task progress resets to "not done")
- Same Design tab settings (color palette, etc. — see Per-room theme)
- Same default language
You become the new room's Owner (room role); you can reassign ownership from the room afterwards. No one else has access until you invite them.
Personalize before you share
Most personalization happens automatically through variables: any $variable in template copy resolves to the right value as soon as you fill in the underlying custom field on the room. See Using variables in text.
What's still on you:
- Add the buyer's logo (prospect logo) — either search the brand via Brandfetch or upload manually. See Prospect logo.
- Add buyer-specific context — challenges, meeting notes, discovery-call insights.
- Swap generic references for customer stories or case studies that resonate with this buyer's situation.
- Review pricing — make sure any numbers match the actual deal.
- Update the CTA if it links to a specific booking calendar or meeting.
💡 Tip — Click Present (top right of the room) and pick Present as seen by a specific participant to see the room as that buyer would before you share. See Quick Tip — Test your room in Present mode.
Pricing for different buyers
If you need to show different pricing to different buyers, use variables (type $ in a text widget) to reference custom fields like deal amount. See Using variables in text.
Can I change which template a room was created from?
No. Once a room is created, it's independent. If you want to "re-apply" a newer version of the template, you'd need to create a fresh room and move content over manually.
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Updated on: 02/10/2026
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