What is a room?

A room is the centerpiece of Katalyz. It's a branded, web-based space you create for one specific deal, customer, or project — and share with your buyer via a single link. A room can hold one or multiple pages, each with its own sections and widgets.

What a room replaces

Before Katalyz, a typical deal involves:

• A PDF proposal by email
• A pricing deck as a separate attachment
• A Loom video pasted into a follow-up message
• A contract in DocuSign
• Meeting notes scattered in the CRM
• Relevant case studies buried in the sales rep's inbox

Your buyer has to stitch all of this together — and they usually don't. The proposal gets forgotten, the contract gets lost, and the deal stalls.

A Katalyz room consolidates all of this into a single branded space, organized into pages the way you want the buyer to experience it.

What's inside a room

Every room has:

• One or more pages — top-level containers listed in the left sidebar
• Sections — visual groupings inside each page
• Widgets (widgets) inside each section
• Participants — people with access
• Access settings — how visitors verify themselves
• An activity feed — every visit and interaction logged

And optionally — depending on what you build into it — tasks, a signature envelope, embedded meetings, custom branding, and more.

What a room does for you

• Consolidates everything your buyer needs in one place
• Tracks who opens what, when, and for how long
• Personalizes at scale with variables and branding
• Collaborates — comments, mentions, tasks, in-room messaging
• Converts — embedded CTAs, meeting bookings, legally binding signatures

What a room doesn't do

• It doesn't replace your CRM — it syncs with it (HubSpot, Salesforce)
• It doesn't host gigabytes of files — it references them

Katalyz does send emails on behalf of the room — in-app messages trigger emails to recipients, activity events trigger notifications, and signature requests go out by email. But composing and sending generic prospecting emails isn't what Katalyz is for.

Who owns a room

Every room has exactly one Owner — the person who created it, or someone an admin reassigned — plus any number of Editors and Viewers. Ownership is unique (not a role you invite people into); transfer it by changing roles. See Room roles: Owner, Editor, Viewer.

Related articles

• How Katalyz is organized
• [Creating a room](→ 02-rooms/01-creating-rooms/01-creating-a-room)
• Room roles: Owner, Editor, Viewer

Updated on: 18/06/2026