First steps
Logging 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 dediSome readersWelcome 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 buSome readersYour 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 — your landing page Home greets yoFew readersSetting up your profile after an invitation
When an Admin invites you to a Katalyz workspace, they only enter your email address. The first time you log in, a short wizard asks you for the rest — your name, your job title, your booking link — and offers to connect your inbox and CRM. It takes about a minute, and everything can be changed later in Settings. Before the wizard You receive an invitation email with a magic link. Click it — no password to create. See [Logging in with a magic link](https://katalyz.crisp.help/en/article/Few readersYour Home page and AI assistant
Home is the first entry in the left sidebar: a daily briefing built around the Katalyz assistant. It greets you, sums up your day and lets you ask anything about your workspace — or run one of four ready-made flows. What you land on Home greets you by name — "Welcome back, Charles" — followed by a liFew readers
Send your first room
Starting 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, lettSome readersQuick 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 an invitation 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 invitation email and click thFew 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 Choosing the right access setting. Open the Share modal From inside the room, click Share in the top bar (the button in your room's brand color). "Invite people and manage access to this space." You'll see two things to configure: Who is invited — the search field at the top,Few 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 binSome 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 member authentication — signing in to your workspace at app.katalyz.co. Buyers opening a room never sign in this way: they enter their email on the room's login page and, on rooms set to Access code verification, a 6-digit access code emailed to them. How magic links work You enter your email address on the Katalyz loginFew readersCredits & modules at a glance
Almost everything Katalyz does is included in the Core plan — rooms, AI, CRM, email and calendar, analytics. Two things sit outside it: credits, the usage currency for AI generation and enrichment, and two optional modules for Katalyz's own recorder and in-room signature. This article is the quick overview. Full details live in Plans, billing & add-ons. What's included in Core Unlimited rooms, pages andSome 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, Only authorized users, Magic access code. See Choosing the right access settings. Activity — The log of every visit, click, and interactionFew readers