First steps
Welcome to Katalyz
Katalyz is where your deals happen. Instead of scattering proposals, decks, contracts, and meeting notes across email threads and shared drives, Katalyz gives every deal its own branded room — a single link your buyer opens to find everything in one place. You get full visibility into what they look at, when, and for how long. Built for Sales and Customer Success teams (and just as useful for Partnerships), Katalyz is designed to feel like a natural extension of your brand. Your bSome readersLogging in with a magic link
Katalyz doesn't use passwords. Ever. Logging in is done through a magic link sent to your email — you click, you're in. If that feels unfamiliar, think of it as a one-tap version of "Forgot password?" You always have access, you never have to remember anything, and there's nothing to steal if your password manager gets compromised. Your very first login When your workspace admin invites you to Katalyz, you'll get a welcome email from no-reply@katalyz.co (or from your company's dediFew readersYour dashboard tour
When you log in, you land on the Rooms dashboard — the list of every room you have access to, with KPI cards at the top. It's both your home page and your main workspace view. Left sidebar — main navigation At the top: Account menu — click your workspace name (e.g. Katalyz) to open a menu with: Your signed-in email Account settings — your personal profile,Few readers
Send your first room
Quick start — send your first room in 5 minutes
Welcome aboard. This guide walks you through sending your first room in about 5 minutes. Before you start You should have received a welcome email from Katalyz with a magic link. Katalyz doesn't use passwords — clicking the link logs you in. If you didn't get one, ask your workspace admin to invite you. See Logging in with a magic link. Step 1 — Log in Open your welcome email and click **"JoinFew readersStarting from a template
Templates are pre-built rooms your team has already designed and approved. Starting from a template is the fastest way to send a polished room — you skip the blank page and focus on personalizing. When to use a template Pick a template when you're sending a room for a recurring use case: A sales proposal A mutual action plan (kickoff, onboarding) A quarterly business review (QBR) A renewal An RFP response If it's a one-off, highly custom deal, starting from scratch or **Few readersSharing your first room
Your room is built. Time to get it in front of your buyer. This article walks through the basics; deeper details live in Sharing & access. Open the Share modal From inside the room, click Share in the top right. You'll see two things to configure: How the room is accessed (access setting) Who is invited by name Pick an access setting Katalyz offers three levels of access control. PickFew readers
Core concepts
How Katalyz is organized
Understanding how Katalyz is structured makes everything else easier. There are four nested layers, from biggest to smallest. Workspace Your company's Katalyz account. One company = one workspace. Everything lives here: Rooms Members Templates and content library Branding (logo, colors, fonts) Integrations Billing Admins configure the workspace. Everyone else works inside it. Room A branded, web-based space dedicated to a specific deal, customer, or project. Each roomPopularWhat 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 separSome readersWhat is a widget?
A widget is a building block of content inside a room. Text, images, videos, CTAs, signatures, meetings — each is a widget. Why widgets (and not just text)? You could build a proposal with just text and images, like a Google Doc. But then you'd lose: Embedded CTAs that your buyer clicks to move forward Inline meeting bookings tied to your calendar **Legally binFew readersMembers vs. buyers
Two very different kinds of people use Katalyz. Understanding the difference makes permissions, sharing, and billing a lot clearer. Members A member is someone at your company with an account in your Katalyz workspace. Members: Have a login (via magic link — no password) Appear in Settings → Members Count against your seat quota (billing) Have an org role that dictates what they can do: Admin, Pro, or Basic See a dashboard, can create rooms, manage intFew readersRoom roles vs. org roles
Katalyz has two independent permission layers: an org role that applies across your whole workspace, and a room role that applies inside a single room. Both exist because they do different jobs. Org roles (workspace-wide) Your org role is set by your workspace admin and defines what you can do across Katalyz as a whole — the dashboard, creating rooms, managing settings. Org role What it can do | Admin | Full control of the workspace. Manages members, braFew readersMagic links explained
A magic link is a unique URL, sent to your email, that logs you in with a single click. No password. No signup. No friction. This is how Katalyz handles all authentication — for both members of your workspace and external buyers opening a room. How magic links work You (or your buyer) enter your email address — at login, or when you open a room that requires authorization. Katalyz sends you a one-time email with a link. You click the link. You're in. The link is: **UFew readersCredits & add-on modules at a glance
Most of what Katalyz does is included in your plan. But a few advanced features — AI intelligence, contact enrichment, e-signature, meeting recording — are delivered through add-on modules, which use a credit-based usage model. This article is a quick overview. Full details live in [Plans, billing & add-ons](→ 07-plans-billing/03-add-on-modules/01-what-are-add-on-modules). What's included in your plan Your Standard or Premium plan covers: Unlimited rooms Unlimited widgetsFew readersGlossary
A quick reference to every Katalyz-specific term. If you see a word in the docs or the product and aren't sure what it means, this is where to check. Access settings — How a buyer proves they're allowed to open a room. Three options: Anyone with the link, Authorized emails only, Magic code verification. See Choosing the right access settings. Activity — The log of every visit, click, and interFew readers