Templates

• Saving a room as a template

  Any room can be turned into a template. Do this once your best rep has built the room that actually works — that's your template candidate. ⚠️ Requires org role Admin or Pro. Save a room as a template Open the room you want to save. Click the room menu in the top-left of the left sidebar (next to the room title). Select Copy as template. Give the template a name (e.g. "Enterprise sales proposal") and a short description. Click Save. ![](https://sFew readers

• What is a template?

  Katalyz has two kinds of templates — both let your team reuse what already works: Room templates — a full pre-built room (pages + sections + widgets + design). Use when you want to start a new room from a proven structure. Section templates (micro-templates) — a reusable section you can drop into any existing room from the + Add section popover on the floating build bar (under the From a template tab). Use when you want to add a recurring piece of content into an alrFew readers

• Editing and updating templates

  Your templates aren't frozen — they should evolve as your messaging, pricing, and playbook change. Here's how to keep them fresh. ⚠️ Requires org role Admin or Pro (Pro users can only edit templates they created). The Templates page Everything happens from the Templates page in the left sidebar of the org-level dashboard. Each card shows: A cover preview of the template (or No preview), with the description overlaid on hover The template name A meta line: **PSome readers

• Using a template to create a room

  Creating a room from a template takes about 10 seconds — and saves you from rebuilding structure every time. Create a room from a template There are two entry points. From the New Room flow Click + New room in the left sidebar (or the New room button on the Rooms list). The New room dialog opens on the template gallery — "Select the template you want to start from, or build your room from scratch." Each card shows a cover preview, the name and *Used N tFew readers

• Best practices — which rooms should become templates?

  Not every room should be a template. Too many templates creates decision fatigue — your reps spend more time picking a template than building the room. Here's how to decide. A room is a good template candidate if... You send this kind of room regularly (at least once a month across the team) The structure is mostly the same every time — same sections, same rough content flow The best version of it is already built — you have a room where the structure, copy, and design actSome readers

• Section templates (micro-templates)

  Section templates — sometimes called micro-templates — are reusable pieces smaller than a whole room. You save a section from one room as a template, then drop it into any other room from the + Add section popover on the floating build bar. If a room template is the equivalent of a full document, a section template is a saved paragraph or chapter you reuse. When to use a section template vs a room template Use a room template when... | Use a section template wSome readers

• Synced section templates — update once, propagate everywhere

  A synced section template is a section template that stays linked to its source when you drop it into a room. Edit the source once, and every room using the synced version updates automatically. It's the opposite of the default behavior, where a section template is dropped as a copy that lives its own life from then on. Built for evergreen content you maintain in one place — pricing, legal clauses, your team intro, an "about us" section — and want consistent across every room.Few readers

• Creating a template with AI

  You can draft a room template or a section template with AI instead of building it block by block. Describe what it should contain, attach reference material, pick a quality level, and edit the result in the template editor. ⚠️ Requires org role Admin or Pro. AI drafting uses credits (3 / 5 / 10 per template depending on quality); a blank template is free. Steps Go to Templates and open the Rooms tab (for a room template) or the Sections tab (for a section tempFew readers

Content Library

• What is the content library?

  The content library is your workspace's shared pool of reusable files, links, and media — case studies, decks, demo videos, research reports, competitor intelligence. Anything your team uses across multiple rooms. Why a library (and not just templates)? Templates and the library solve different problems. Templates Content library Save **entire roomFew readers

• Using library items in a room

  The library is only useful if your reps actually pull from it. Here's how to drop library content into a room. Insert a library item Open a room and scroll to the section where you want the content. Drag a widget from the floating build bar at the bottom of the editor onto your page. In the widget picker, choose the matching widget type (Document, Video, Link, Image, etc.). In the add-resource step, pick From library ("Attach existing resources from your library") rather tFew readers

• Adding assets to the library

  Building up the library is what makes it useful. Here's how to add content — from the Library page itself, or on the fly while you're creating a room or a template. ⚠️ Requires org role Admin or Pro. Add a new resource from the Library page Click Library in the left sidebar. Click + New Resource in the top right. The New Resource modal asks "What type of resource would you like to add?": Upload File — documents, presentations, spreadsheets, or imagesFew readers

• Organizing library content

  A library with 8 items is easy. A library with 80 needs structure — or reps can't find what they need and go build from scratch anyway. Here's how to scale yours. ⚠️ Requires org role Admin or Pro to edit tags and item metadata. Tags — the main organizing tool Katalyz doesn't use folders. The entire library is one flat, searchable list, and tags are how you organize it. Good tagging is the difference between a useful library and a useless one. Tag conventions that workFew readers

• Keeping library content up to date

  A stale library is worse than no library — reps lose trust and build from scratch anyway. Here's how to keep yours in working order, and how to push a new version of a file to every room that uses it. Who owns the library? Assign a library owner — usually someone in Sales Enablement, RevOps, or Product Marketing. They don't write all the content, but they're accountable for quality. Without an owner, the library rots. With one, it compounds. Update a resource with "Update version"Few readers