Creating rooms
Duplicating a room
Duplicating an existing room is useful when a specific deal is a close analog of a new one — same structure, similar pricing, similar pitch. Duplicate a room Open the room you want to duplicate. Click the room menu (three dots, top-left). Select Duplicate. Optionally rename the copy. Click Create. A new room is created as a full copy, with you as Owner. What's copied Every section and its order All widgets in every section Branding (workspace default unlesFew readersNaming conventions & best practices
The room title is what your buyer sees in their browser tab and welcome email. It's a first impression — and a small choice that shapes the deal's feel. Good titles Use the account name Acme Corp Contoso Partners Clean, recognizable, professional. Co-brand for emphasis Katalyz × Acme Corp Katalyz + Contoso — Partnership Signals a joint effort rather than a vendor pushing a deal. Stage-specific for clarity Acme Q2 Onboarding Contoso Renewal 2026 UsefuFew readers
Structuring a room
How rooms are organized
Every Katalyz room follows the same four-layer structure: room → pages → sections → widgets. Room The top-level container. It has: A title (visible to buyers) Logos (two of them): Seller logo — pulled from your workspace's Brand assets (set once by an admin; can't be overridden per room) Prospect logo — set per room from the Design tab → Header → Prospect logo (search a brand via Brandfetch or upload manually). See [Prospect logo](https://katalyz.crisFew readersAdding and reordering pages and sections
Here's how to add, reorder, rename, and delete both pages and sections in a room. Quick recap: a room contains pages (top-level, shown in the header), each page contains sections (visual groupings), each section contains widgets. The Navigate tab Structural operations on pages and sections happen in the Navigate tab — the first icon on the left sidebar's icon strip. It shows a tree view of every page and the sections inside each one. (Widget-adding has moved out of the sFew readersAdding and reordering widgets
Widgets are the pieces of content that fill a section — text, image, video, CTA, signature, meeting, etc. (Sometimes called "blocks" in other tools — in Katalyz they're widgets.) Here's how to add, reorder, duplicate, and delete them. The floating build bar All widget-adding now happens from the floating build bar at the bottom of the editor. Left to right, the bar contains: Cover and Title chips — toggle the current page's cover banner and page title on/off. **PrimaSome readersControlling visibility — pages, sections, actions, messages & guidelines
Not every piece of a room is meant for every participant. Internal notes, sensitive tasks, side-channel chats with one stakeholder — Katalyz gives you separate controls for each kind of element. This article covers all of them in one place. Element Control Who sees it Pages & sections Hide / Show Org members always; buyers only when shown Actions (steps, tasks, subtasks) Everyone / Restricted Org members always; participants per your restriction | *Some readersStyling sections and widgets
When you select a section or a widget, two pieces of UI appear: An inline selection pill that floats above the selection — for quick actions (open, layout, edit content, design, more, ask AI). The Design panel on the left — which becomes contextual, showing the selected item's design controls at the top, above the global page Design settings. Both onlSome readersPage cover (the page-level banner)
The page cover is a full-width banner that sits at the top of a page, above all sections. It's the first thing buyers see when they open the page — use it to anchor identity (logos + title), set the tone, or spotlight a key message. Not a widget. Unlike content widgets (Text, Image, Video, etc.), the cover is a page-level element — there's one cover per page, managed from the page itself rather than from the floating build bar's widget catalog. Add or remove a cover OpFew readersPage title options
Every page has a name — set from the navigation tree on the left and shown in the room header. The page title feature lets you also display that same name as a large heading at the top of the page content, and style how it looks. It's the same text — the toggle just decides whether it also appears inside the page body. Show or hide the page title Toggle the title on or off from the floating build bar at the bottom of the editor: click the dedicated Title button (the "T" iconFew readers
Widgets — content & storytelling
Introduction to widgets
Widgets are the building blocks of every Katalyz room. Each widget does one thing well — display text, embed a video, collect a signature, attach a meeting — and is designed to look right out of the box with your branding applied. How widgets are organized The widget catalog is grouped by purpose: Group Widgets Use for | Content & storytelling | Text, ImaSome readersText widget
The Text widget is the workhorse of every room. Use it for intros, context, explanations, narratives, and anything that needs words. Adding a Text widget drops in an empty block with the placeholder "Ajoutez votre contenu / Add your content". Just click and start typing. Two toolbars to know Text has two distinct toolbars, each surfacing at a difFew readersImage widget
Use the Image widget for any visual — product screenshots, team photos, architecture diagrams. Comment l'ajouter How to add On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not there. Drag the Image widget onto the target section. UplFew readersVideo widget
Use the Video widget to embed videos — welcome messages, product demos, customer testimonials. Drop in a hosted URL (YouTube, Loom, Vimeo, and many others) or upload a file directly. How to add On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not tFew readersDocument widget
Use the Document widget to embed a file inline — PDFs, decks, spreadsheets — with in-browser preview and an optional download. How to add On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not there. Drag the Document widget onto the target seFew readersLink widget
Use the Link widget to embed any web-hosted resource via its URL — an article, a Notion page, a Figma file, a Loom video, a SaaS dashboard, a live demo environment. Anything that lives at a URL. Why a dedicated widget? Mental shortcut. Many users think "I have a link" rather than "I have a video that happens to live at a URL". The Link widget matches that intent — paste a URL, get a nicely framed embed, move on. ![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/5548Few readersSpacer widget
The Spacer widget adds visual breathing room between widgets. Small feature, big impact on how rooms read. How to add On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not there. Drag the Spacer widget onto the target section. Drag its haFew readersBento widget
The Bento widget is a configurable grid container — a layout shell where each cell holds its own block. Drop one in when you want a structured set of small, equal-weight items: a feature grid, a team list, a tile dashboard, a "what's included" panel. Think Bento box. Several compartments inside one frame, each filled independently, sized to the same outer shape. , Timeline is time-anchored — dates drive position, width, and ordering. How to add On the floating build bar aFew readersTicker widget
The Ticker widget is a horizontal strip of images. It can hold any kind of image, but it's primarily designed for logos — classic social proof use cases like "trusted by", customer roster, or partner reel. How to add On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the **⌄ All widFew readers
AI
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Widgets — conversion & engagement
CTA widget
The CTA (Call-to-Action) widget is a styled button that drives a specific buyer action — book a meeting, accept a proposal, start a trial, download a resource. How to add On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not there. Drag the **CTASome readersMeeting widget
The Meeting widget attaches a calendar meeting (past or upcoming) to the room and brings its recording, AI summary, and transcript along with it. Perfect for wrapping up a discovery call inside the deal room, or prepping context for the next meeting. Not a booking widget. It doesn't let buyers pick time slots. It pulls existing meetings from your connected calendar. ![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-06-17-Some readers
Widgets — data & context
Contact widget
The Contact widget displays a person card with photo, title, and contact details. Use it for sections like "Your team" or "Key stakeholders". Comment l'ajouter How to add On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not there. Drag the **Few readersField widget
The Field widget displays the current value of a field on the room — deal amount, close date, target go-live, prospect score, any structured data point that lives on the room as a property. Two kinds of fields Kind Editable in the room? Where it's defined | Native fields | ❌ Read-only | Built into Katalyz (e.g. room name, owFew readersRecording widget
The Recording widget embeds a meeting recording in the room. It's a simple video — playback only. No transcript, no AI summary, no speaker labels — just the recorded video itself. Need transcript or AI summary too? Use the Meeting widget instead — it attaches the calendar meeting and pulls the recording, transcript, and AI summary into one popup. See Meeting widget. ![](https://storage.crisp.chat/users/helpdesk/Few readersTable widget
The Table widget is a mini-spreadsheet inside your room. Excel-style cells, GSheets-style formulas. Use it for pricing tables, ROI breakdowns, scoring grids, configurator output — anything where buyers want numbers in rows and columns. Behaves like Google Sheets — formulas, cell references, autocomplete, error messages all follow GSheets conventions. If you know GSheets, you know Table. ![](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/screenshot-2026-0Few readers
Widgets — personalization
Using variables in text
Variables let you inject dynamic values directly into your room copy — the room name, the room owner, custom field values, anything that should adapt to each specific room. Write it once in a template, and every room created from it automatically shows the right values. It's how you personalize at scale without personalizing manually. Where variables work Variables are available inside Text widgets. They don't work in block titles, CTAs, banners, or other widgets — just body textSome readersPlaceholder widget
The Placeholder widget is a visual "add something here" slot. Drop it in where content is coming later — a video from the next meeting, a document your buyer will send, a contact they still need to introduce. It's not empty space. It's an invitation to contribute — framed and visible, with clear instructions for what should fill it. How to add OSome readers
Sharing & access
Choosing the right access setting
Every time you share a room, you pick one of three access settings. Each trades off friction for verification. Pick the one that fits the sensitivity of the content. The three modes at a glance Mode How buyers verify Friction Best for Anyone with the link None ⭐ Lowest Public content, generic demos | **Authorized emails onlFew readersHow magic links work
Magic links are how Katalyz authenticates everyone — members of your workspace and buyers visiting rooms. Understanding how they work helps you explain the experience to buyers and troubleshoot issues. The basics A magic link is a unique URL sent to a specific email address. Clicking it logs that person in. That's the whole mechanism — no password, no signup form. What makes a link "magic" Three properties: Unique — generated specifically for one email address *One-tapFew readersRoom roles — Owner, Editor, Viewer
Inside a specific room, every participant has a room role — Owner, Editor, or Viewer. The role determines what they can do in that room. Room roles are distinct from org roles (Admin / Pro / Basic). See Room roles vs. org roles. Owner Full control of the room, including deletion. Every room has exactly one Owner — it's a unique role, not something you can invite people as. The Owner must be a member ofPopularWho can invite whom
Inviting permissions follow one simple rule. The rule You can only invite someone with the same role as yours — or a lower one. You can never invite someone with more rights than you have. Applied to the three room roles: Your role Can invite Editor Can invite Viewer Owner ✅ ✅ Editor ✅ ✅ Viewer ❌ ✅ Owner is never invitable. Each room has exactly one Owner, set at creation and reassigned later by transferring owneFew readersChanging someone's role
Participant roles can change as the deal evolves. Promote a champion from Viewer to Editor. Downgrade someone from Editor if they're no longer active. Change a role Today, role management lives inside the Share popup itself. Open the room and click Share (top right) — the Share the room modal opens. Under People with access, click the participant you want to update. Pick a new role from their role dropdown (Editor / Viewer). Changes apply immediately.  to see the room as a buyer would. What Present mode shows The room as a Viewer (or Buyer) — not as an Editor Hidden pages and sections are hidden Variables are rendered with current values All block content in its final form One exception: per-person views Some actions render differently for each specific buyer — signature envelopes tied to a named signer, personalized tasks, etcSome readers
Collaboration
Comments, mentions & threads
Comments are how participants discuss specific parts of a room without leaving for email. Comments live inside threads — each thread groups a conversation around the same context (a section, a general topic, an action). Threads — the unit of conversation Every comment belongs to a thread. Threads keep related comments together and can be: Tied to a section — one thread per section, automatic Tied to an action — one thread per step / task / subtask, automatic (lives insiFew readersReal-time editing & presence
Multiple editors can work in the same room at the same time. Changes sync live — no "check the latest version" emails — and Katalyz prevents two people from editing the same block simultaneously to keep things conflict-free. Real-time editing When you open a room (you're in edit mode by default): Your changes save automatically — no "Save" button Other editors see your changes live as you make them Per-block locking — only one editor at a time on a given block (more onFew readersManaging your notifications
What you get notified about — and how — is fully configurable per user. Notification preferences are personal (no per-room or per-org overrides): each user picks what to receive on each channel. Where notifications are configured Open the Notifications page in your account settings. You'll find every event you can be notified about, organized into 6 categories, with toggles per channel. For the canonical reference article, see [Notification preferences](https://katalyz.crisp.help/eFew readers
Activity & analytics
Opening the Activity tab
Every room has an Activity tab — your single dashboard for who visited, what they viewed, what they engaged with, and how the deal is trending. It's where you turn raw signals into "what should I do next?". Open Activity Inside a room, click the Activity tab. It opens a multi-section dashboard that combines high-level KPIs, a deal overview, an activity-over-time chart, per-page and per-resource breakdowns, and a chronological activity feed.  but those are not yet overridable per room — they follow workspace defaults. More per-room theme settings will land over time. Note: the Design panel is now contextual. When you have a section or widget selected, the panel sFew readersUsing the buyer's logo
A co-branded room — your logo alongside your buyer's — signals partnership rather than vendor relationship. Worth doing for strategic deals. The buyer's logo (called Prospect logo in the app) is a per-room asset, set from the room itself. It does not affect your workspace branding. Where to set it Open the room. In the left side panel, open the Design tab → Header. Click the Prospect logo circle. The Add prospect logo modal opens with two tabs: *Search brandFew readers