Accessing a room

• The link doesn't work — what to do

  Clicking the link and something's wrong — a blank page, an error, "access denied." Here's how to diagnose. First: try again Tech glitches happen. Close the tab, reopen the email, and click the link again. About half of "broken link" issues resolve with a fresh try. Common error messages and what they mean "Link expired" The invitation link from the email has a 48-hour expiry. If it's been longer, request a fresh one: Reply to the sender's email, asking them to re-send Or enterSome readers

• Opening your Katalyz link

  Someone sent you a Katalyz room. Here's exactly how to open it — and what to expect. You don't need an account First, the good news: there's nothing to install, no account to create, and no password to remember. Katalyz is designed so you can access the content instantly. Open the link You received an email or a direct link. Click it. You'll land on the room. The room looks and feels like a website. Move between pages with the tabs in the header, explore content in the main area,Few readers

• Access code verification — step by step

  Some Katalyz rooms require you to confirm your email with a code before opening. It takes 30 seconds. Here's exactly how. When you'll see this If the sender picked Access code verification as the access setting (typically for sensitive content like pricing or contracts), you'll be asked for a code after entering your email. ![Room login page — "Join the conversation." with the Work email field](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/visitor-login-pSome readers

• I didn't receive the email

  You were told a Katalyz email is coming, but it hasn't arrived. Here's how to find it. Step 1 — Check spam and filtered folders The most common cause by a wide margin. Look in: Spam / Junk folder Gmail "Promotions" tab (not the main inbox) Outlook "Other" tab (not "Focused") Your email client's "Archived" or "All Mail" view The email comes from either no-reply@katalyz.co or your sender's branded subdomain (e.g. notifications.theircompany.com). Search your inbox fSome readers

Using a room

• Updating task status

  Many Katalyz rooms contain a task list — a shared checklist both you and the sender work through together. Ticking off tasks keeps the deal moving without back-and-forth emails. What tasks look like Each task has: A title (what needs to happen) An assignee (who owns it — you, the sender, or someone else) An optional due date An optional **descriptioFew readers

• Navigating a room

  A Katalyz room is a website. Navigate it like you'd navigate any other site — but with a few helpful touches. Your first visit — the guided tour The first time you open a room, a short tour highlights the controls you'll use most. Each step spotlights one button with a short card, a N / total counter and Next (the last step says Got it). Click anywhere outside the card to skip it. Step What it points at Search anything | *Search across everything in this rFew readers

• Leaving comments

  You can leave comments on any section of a Katalyz room — it's the fastest way to ask questions, flag concerns, or confirm decisions without writing an email. Comments attach to the section, not the widget. You can't drop a comment on a specific widget (text, pricing, document, etc.) — you link it to the section that contains those widgets. How to comment Open the Comments panel Click the Comments button in the top bar of the room (between the bell and Share). TheFew readers

• Downloading documents

  You can download any document embedded in a Katalyz room — PDFs, decks, spreadsheets, anything the sender has shared. How to download From a document widget Most documents are shown in a preview (you can read them inline without downloading). To save a local copy, use the Download button on the preview. Click it, and the file downloads to your computer.Few readers

Taking action

• Booking a meeting

  There are two ways to book time with the seller's team from a room: a Scheduler block embedded in the page, or the booking link on a person's contact card. Which one you see depends on what the sender put in the room. The Meeting block you may also find in a room is different: it shows an existing meeting (past or upcoming) with its recording, AI summary and transcript. It isn't a scheduling tool. Option 1 — the Scheduler block If the sender added a Scheduler, you'llFew readers

• Inviting a colleague to the room

  Need to loop in your IT team, procurement, legal, or exec sponsor? You can invite colleagues directly — no need to ask the sender to do it for you. Why invite colleagues yourself In most deals, you're not the only decision-maker. Your: IT / Security team needs to review the solution Procurement handles contract negotiations Legal reviews the MSA Exec sponsor gives final approval Champion's champion — whoever else is invested Katalyz lets you invite them directFew readers

• Signing a document

  Some Katalyz rooms embed documents that need your signature — proposals, contracts, NDAs, order forms. Here's how to sign. Find the signature widget A signature widget appears as a card inside a section of the room — envelope title, the documents, how many signers have signed, the deadline — with a Sign button (Approve, if you were added as an approver rather than a signer). [SCREENSHOT: A signature widget embedded in a room, with the "Sign" call-to-action] Click "Sign" ThisFew readers

Privacy & security

• What Katalyz knows about you

  Fair question. When you open a Katalyz room, what information does the sender — and Katalyz itself — actually collect? Here's a straightforward answer. What the sender sees When you interact with a Katalyz room shared by a company, that company (the sender) can see: Identity Your name (if you've been invited by email or provided it) Your email address (how they identify you) Your company (often inferred from your email domain) Activity **When you opened the rooSome readers

• How we protect your data

  Your data deserves serious protection — especially when you're signing contracts, sharing pricing, or discussing sensitive deals. Here's how Katalyz handles security. Compliance Katalyz's infrastructure and practices follow modern security and privacy best practices. For specific framework compliance (SOC 2, GDPR, HIPAA, regional regulations) or supporting agreements, please contact us with your scenario — we'll point you to the latest documentation available. Encryption **In traFew readers

• Is my activity tracked?

  Short answer: yes, and that's by design. Here's exactly what's tracked and why. What's tracked Every significant interaction you have with a Katalyz room is logged: Page views — when you open the room and which pages you navigate to Time spent — approximate minutes on each page Scroll depth — how far down you scrolled Clicks — on CTAs, download buttons, links Downloads — which files you saved Comments — what you posted and when Task completionsFew readers