Articles on: Getting started

Your dashboard tour

When you log in, you land on Home — a daily briefing built around the Katalyz assistant. One click away, the Rooms list is your main working view: every room you have access to, with KPI cards on top. This article tours both, plus the sidebar and top bar that frame every page.


Home page with the left sidebar expanded and the top bar


Home — your landing page


Home greets you, sums up your day and lets you ask the assistant anything about your workspace. Below the composer, a set of blocks keeps the day in view:


  • Today's meetings — a timeline of the day with a live Now marker; All meetings opens the Meetings page
  • Actions due this week — with status pills (At risk, In progress, On hold, Not started); All actions
  • Recent visits — who last opened your rooms; All activity
  • Recordings to share — only when a meeting-recording integration is active
  • Awaiting your reply — buyer messages waiting on you; All messages
  • Latest unread notifications — the same items as the Notifications panel; All notifications


The assistant, its four chips and its credit costs are covered in Your Home page and AI assistant.


Left sidebar — main navigation


At the top:

  • Account menu — click your workspace name to open a menu with your signed-in email, Account settings, Workspace settings (Admins only), Data settings and Sign out
  • + New room — create a room (see Creating a room)


The main navigation:

  • Home — your landing page
  • Rooms — the rooms list (below)
  • Deals — pipeline view of deals linked to your rooms
  • Contacts — people you've added or synced from your CRM
  • Accounts — companies you're working with
  • Actions — every step and task across your rooms
  • Meetings — upcoming meetings and your recordings
  • Signatures — envelopes to prepare, sign and track
  • Templates — room templates + section templates
  • Library — reusable files, links, and media shared across your workspace
  • Analytics — cross-room engagement and pipeline reporting


At the bottom:

  • Get free credits (gift icon) — earn AI credits by completing a few actions
  • Invite user — add a new member to your workspace
  • Help icon (?) — opens the help center


Top bar


Across the top of every page:

  • Notifications (bell) — opens the Notifications panel; see Managing your notifications
  • Credit counter — a coin icon with your workspace's remaining AI credits; click it to see usage and top up. See How credits work
  • User menu — your name, role, and profile avatar


The round Ask AI launcher in the bottom-right corner of every page opens the assistant — it is not part of the top bar. See Ask AI: your assistant inside a room.


The Rooms list


Rooms list with the KPI cards, the view tabs and the table


Views


Above the list, tabs switch between views:

  • All rooms — the default view
  • + Add view — create a custom view with its own filters, sort, and columns


KPI cards


A row of cards gives you a pulse on your pipeline:


  • Total rooms — every room in your scope, with a trend indicator vs. the prior period
  • Open rooms — rooms whose status isn't closed
  • Invitees per room — how many participants the typical room has
  • % of active rooms — share of rooms with recent buyer activity
  • % of active invitees — share of invited buyers who actually engaged
  • Global health score — aggregate health across all your rooms


The table and its columns


Click the columns (gear) button above the table to choose what each row shows. The menu has two panels:


  1. Native fields — a checkbox per built-in column: Company, Owner, Participant(s), Progress, Status, Health, Last client activity, Next due date — with a Reset link. Below it, Custom fields lists the workspace fields you've already added, each with a type badge (Text, Number, Amount, Date, Select).
  2. Click + Add field to open the second panel: a searchable picker (Search custom fields) over your organization's custom-field catalog, with a N selected footer.


Your column choice is remembered in your browser. Click any room row to open it; click New room (top-right of the list) to create one.


Search, sort, filter


  • Search — by room name or company
  • Sort — Name (A–Z), Last activity, Next due date or Status
  • Filters — a popover with Status and Health categories (e.g. Has health indicator / No health indicator), a search field and a Clear link; the filter icon shows how many are active


What you see depends on your role


Your org role determines which rooms you see:


  • Admin — every room in the workspace
  • Pro — rooms they created + rooms they've been invited to
  • Basic — only rooms they've been explicitly invited to


Learn more in Org roles: Admin, Pro, Basic.


Next steps


Updated on: 04/10/2026

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