Autonomous AI agents for Salesforce account executives.
Katalyst gives AEs autonomous AI agents that work on their leads and opportunities end to end: research, signals, account plans, meeting prep, and outreach drafting, on top of a bi-directional Salesforce integration and deep context from email, calendar, and meeting tools.The docs are organized in three layers. Release notes is the dated changelog of what shipped, newest first. Product is the verb-anchored reference for every surface in Katalyst, organized by what the AE is trying to do (Plan, Research, Engage, Monitor, Close the Loop, Setup). Field Plays is the workflow recipe book, end-to-end plays that string product surfaces together for a specific selling situation.
Release notes
Every Katalyst release, newest first.
Product
Verb-anchored reference for every surface.
Field Plays
Workflow recipes for real selling situations.
{"docsConfig":{"theme":"mint","$schema":"https://mintlify.com/docs.json","name":"Katalyst","description":"Katalyst product documentation and release notes.","colors":{"primary":"#0B1562","light":"#CBFE45","dark":"#CBFE45"},"logo":{"light":"https://mintcdn.com/katalyst/FoDtVbUuc6-8nznh/logo/light.svg?fit=max\u0026auto=format\u0026n=FoDtVbUuc6-8nznh\u0026q=85\u0026s=ba290dd03d44639d16952caab0130a3c","dark":"https://mintcdn.com/katalyst/FoDtVbUuc6-8nznh/logo/dark.svg?fit=max\u0026auto=format\u0026n=FoDtVbUuc6-8nznh\u0026q=85\u0026s=277239b8dc8811aaea795e979aeb4654"},"favicon":"https://mintcdn.com/katalyst/FoDtVbUuc6-8nznh/logo/favicon.svg?fit=max\u0026auto=format\u0026n=FoDtVbUuc6-8nznh\u0026q=85\u0026s=f60f19930c658ec79c8c5452ae1ded8a","appearance":{"default":"light","strict":true},"background":{},"navbar":{"links":[{"href":"https://www.joinkatalyst.com","label":"Website"}],"primary":{"type":"button","label":"See a demo","href":"https://calendly.com/divyansh-lohia/demo-30"}},"footer":{"socials":{"linkedin":"https://www.linkedin.com/company/katalyst-ai","x":"https://x.com/getkatalyst"}},"seo":{"indexing":"navigable"},"fonts":{"family":"Geist"},"styling":{"latex":true},"navigation":{"pages":[]}},"deployment":{"deploymentMetadataValue":{"subdomain":"katalyst","hasAudioNarration":false,"actualSubdomain":"katalyst","customDomains":["docs.joinkatalyst.com"],"gitSource":{"type":"github","owner":"katalystai","repo":"katalyst-docs","deployBranch":"main","contentDirectory":"mintlify","isPrivate":true,"mountPath":"","label":""},"chroma":{"liveDeploymentHistoryId":"6aeadcfe5fa1f5f231996b19","collectionId":"5cca66de-5083-4bcc-ba80-2eaf0169fa63","schemaVersion":"v3","latestBuiltDeploymentHistoryId":"6aeadcfe5fa1f5f231996b19"},"entitlements":{"AI_CHAT":{"status":"DISABLED"}},"buildId":"6aeadcfe5fa1f5f231996b19","clientVersion":"0.0.4074","searchFilterCounts":[{"language":"default","tag":"Field Plays","count":33},{"language":"default","tag":"Product","count":23},{"language":"default","tag":"Setup-anchored","count":7},{"language":"default","tag":"Setup","count":7},{"language":"default","tag":"Plan-anchored","count":6},{"language":"default","tag":"Monitor-anchored","count":5},{"language":"default","tag":"Research-anchored","count":5},{"language":"default","tag":"Engage-anchored","count":5},{"language":"default","tag":"Close-the-Loop-anchored","count":5},{"language":"default","tag":"Engage","count":4}]},"assistantConfig":{"enableAskAiButton":false,"enableStarterQuestions":false,"enableContextualStarterQuestions":false,"enableAskAiSearchBar":true},"basePath":"","hasChatPermissions":false,"hasWebMcpPermissions":false,"toggles":[{"name":"kill-isr","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-mintlify-slack","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-integrations-settings","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"rbac-expansion","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-pr-grouping","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"custom-prefix","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"analytics-v7","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"user-flows-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"no-publish-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-onboarding","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"llms-txt-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving-live","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"stripTemperatureMiddleware","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"support-platform-pylon-zendesk","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"instant-rollback","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications-server","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-fable","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fixed-ai-action-pricing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automation-resolve-merge-conflict","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"scoped-publishing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"mintql","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"page-level-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-version-history-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-page-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"full-page-search","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workspace-projects","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"assistant-v5","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fork-pr-previews","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"revalidation-jwt","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"vite-origin","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-sso-scim","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"hobby-abuse-scan","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"dashboard-inbox","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-signup","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-dual-write","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-enabled","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"approve-review-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"sso-setup-deadline-banner","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-serve","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"live-agents","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"comment-mode","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false}],"googleFontsInlined":true},"customCss":[],"page":{"pagePath":"introduction","slug":"/introduction","pageMetadata":{"title":"Introduction","description":"Autonomous AI agents for Salesforce account executives.","href":"/introduction"},"description":{"compiledSource":"\"use strict\";\nconst {jsx: _jsx} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n p: \"p\",\n ..._provideComponents(),\n ...props.components\n };\n return _jsx(_components.p, {\n children: \"Autonomous AI agents for Salesforce account executives.\"\n });\n}\nfunction MDXContent(props = {}) {\n const {wrapper: MDXLayout} = {\n ..._provideComponents(),\n ...props.components\n };\n return MDXLayout ? _jsx(MDXLayout, {\n ...props,\n children: _jsx(_createMdxContent, {\n ...props\n })\n }) : _createMdxContent(props);\n}\nreturn {\n default: MDXContent\n};\n","frontmatter":{},"scope":{}},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx,jsxs:_jsxs}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){const _components={p:`p`,strong:`strong`,..._provideComponents(),...props.components},{Card,CardGroup}=_components;if(!Card)_missingMdxReference(`Card`,true);if(!CardGroup)_missingMdxReference(`CardGroup`,true);return _jsxs(_Fragment,{children:[_jsx(_components.p,{children:`Katalyst gives AEs autonomous AI agents that work on their leads and opportunities end to end: research, signals, account plans, meeting prep, and outreach drafting, on top of a bi-directional Salesforce integration and deep context from email, calendar, and meeting tools.`}),`\n`,_jsxs(_components.p,{children:[`The docs are organized in three layers. `,_jsx(_components.strong,{children:`Release notes`}),` is the dated changelog of what shipped, newest first. `,_jsx(_components.strong,{children:`Product`}),` is the verb-anchored reference for every surface in Katalyst, organized by what the AE is trying to do (Plan, Research, Engage, Monitor, Close the Loop, Setup). `,_jsx(_components.strong,{children:`Field Plays`}),` is the workflow recipe book, end-to-end plays that string product surfaces together for a specific selling situation.`]}),`\n`,_jsxs(CardGroup,{cols:3,children:[_jsx(Card,{title:`Release notes`,icon:`newspaper`,href:`/release-notes`,children:_jsx(_components.p,{children:`Every Katalyst release, newest first.`})}),_jsx(Card,{title:`Product`,icon:`grid`,href:`/product/plan/home`,children:_jsx(_components.p,{children:`Verb-anchored reference for every surface.`})}),_jsx(Card,{title:`Field Plays`,icon:`map`,href:`/field-plays/monday-morning-pipeline-review`,children:_jsx(_components.p,{children:`Workflow recipes for real selling situations.`})})]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"Introduction","description":"Autonomous AI agents for Salesforce account executives.","href":"/introduction"}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[],"codeExamples":{}},"jsLinks":[],"subdomain":"katalyst","siteName":"Katalyst","title":"Introduction - Katalyst","navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-06-14T16:57:01.779Z","originalFileLocation":"introduction.mdx"},"headHtml":"\u003cscript data-mint-head>(function(){var d=document.documentElement,p=\"light\";if(!p){try{p=localStorage.getItem(\"isDarkMode\")}catch(e){}if(p==='true')p='dark';else if(p==='false')p='light';if(p!=='light'\u0026\u0026p!=='dark'\u0026\u0026p!=='system')p=\"light\"}var r=p==='system'?(matchMedia(\"(prefers-color-scheme: dark)\").matches?'dark':'light'):p;d.classList.remove(r==='dark'?'light':'dark');d.classList.add(r);d.setAttribute(\"data-theme-preference\",p)})();\u003c/script>\u003cmeta data-mint-head name=\"description\" content=\"Autonomous AI agents for Salesforce account executives.\">\u003cmeta data-mint-head name=\"application-name\" content=\"Katalyst\">\u003cmeta data-mint-head name=\"generator\" content=\"Mintlify\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon/android-chrome-192x192.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"apple-touch-icon\" type=\"image/png\" sizes=\"180x180\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon/apple-touch-icon.png\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon/favicon-16x16.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon/favicon-32x32.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon/favicon.ico\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon-dark/android-chrome-192x192.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon-dark/favicon-16x16.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon-dark/favicon-32x32.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon-dark/favicon.ico\" media=\"(prefers-color-scheme: dark)\">\u003cmeta data-mint-head property=\"og:title\" content=\"Introduction - Katalyst\">\u003cmeta data-mint-head property=\"og:description\" content=\"Autonomous AI agents for Salesforce account executives.\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"Katalyst\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://docs.joinkatalyst.com/introduction\">\u003cmeta data-mint-head property=\"og:type\" content=\"website\">\u003cmeta data-mint-head property=\"og:image\" content=\"https://katalyst.mintlify.site/_mintlify/api/og/v2?division=Get+started\u0026amp;title=Introduction\u0026amp;description=Autonomous+AI+agents+for+Salesforce+account+executives.\u0026amp;theme=7ddf1dcaf67a1f5495a6965f\u0026amp;signature=2005063241db7ef1ee6e913fbd9bc4a0dd09b133774c5504fe1a03137ffac7b0\">\u003cmeta data-mint-head property=\"og:image:width\" content=\"1200\">\u003cmeta data-mint-head property=\"og:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"twitter:card\" content=\"summary_large_image\">\u003cmeta data-mint-head name=\"twitter:title\" content=\"Introduction - Katalyst\">\u003cmeta data-mint-head name=\"twitter:description\" content=\"Autonomous AI agents for Salesforce account executives.\">\u003cmeta data-mint-head name=\"twitter:image\" content=\"https://katalyst.mintlify.site/_mintlify/api/og/v2?division=Get+started\u0026amp;title=Introduction\u0026amp;description=Autonomous+AI+agents+for+Salesforce+account+executives.\u0026amp;theme=7ddf1dcaf67a1f5495a6965f\u0026amp;signature=2005063241db7ef1ee6e913fbd9bc4a0dd09b133774c5504fe1a03137ffac7b0\">\u003cmeta data-mint-head name=\"twitter:image:width\" content=\"1200\">\u003cmeta data-mint-head name=\"twitter:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"msapplication-config\" content=\"/mintlify-assets/_mintlify/favicons/katalyst/HKYXan1nZdauPlb7/_generated/favicon/browserconfig.xml\">\u003cmeta data-mint-head name=\"apple-mobile-web-app-title\" content=\"Katalyst\">\u003cmeta data-mint-head name=\"msapplication-TileColor\" content=\"#0B1562\">\u003clink data-mint-head rel=\"canonical\" href=\"https://docs.joinkatalyst.com/introduction\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/introduction.md\">\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https://docs.joinkatalyst.com/#organization\",\"name\":\"Katalyst\",\"url\":\"https://docs.joinkatalyst.com\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https://mintcdn.com/katalyst/FoDtVbUuc6-8nznh/logo/light.svg?fit=max\u0026auto=format\u0026n=FoDtVbUuc6-8nznh\u0026q=85\u0026s=ba290dd03d44639d16952caab0130a3c\"}},{\"@type\":\"WebSite\",\"@id\":\"https://docs.joinkatalyst.com#website\",\"name\":\"Katalyst\",\"url\":\"https://docs.joinkatalyst.com\",\"publisher\":{\"@id\":\"https://docs.joinkatalyst.com/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https://docs.joinkatalyst.com/introduction#webpage\",\"url\":\"https://docs.joinkatalyst.com/introduction\",\"name\":\"Introduction\",\"description\":\"Autonomous AI agents for Salesforce account executives.\",\"dateModified\":\"2026-06-14T16:57:01.779Z\",\"isPartOf\":{\"@id\":\"https://docs.joinkatalyst.com#website\"},\"breadcrumb\":{\"@id\":\"https://docs.joinkatalyst.com/introduction#breadcrumb\"}},{\"@type\":\"BreadcrumbList\",\"@id\":\"https://docs.joinkatalyst.com/introduction#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Katalyst\",\"item\":\"https://docs.joinkatalyst.com\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Introduction\",\"item\":\"https://docs.joinkatalyst.com/introduction\"}]},{\"@type\":[\"Article\",\"TechArticle\"],\"@id\":\"https://docs.joinkatalyst.com/introduction#article\",\"headline\":\"Introduction\",\"name\":\"Introduction\",\"description\":\"Autonomous AI agents for Salesforce account executives.\",\"url\":\"https://docs.joinkatalyst.com/introduction\",\"mainEntityOfPage\":{\"@id\":\"https://docs.joinkatalyst.com/introduction#webpage\"},\"dateModified\":\"2026-06-14T16:57:01.779Z\",\"publisher\":{\"@id\":\"https://docs.joinkatalyst.com/#organization\"},\"isPartOf\":{\"@id\":\"https://docs.joinkatalyst.com#website\"}}]}\u003c/script>\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@type\":\"WebSite\",\"name\":\"Katalyst\",\"creator\":{\"@type\":\"Organization\",\"name\":\"Mintlify\",\"url\":\"https://mintlify.com\"}}\u003c/script>","siteName":"Katalyst","nav":{"global":null,"groups":[{"group":"Get started","pages":[{"title":"Introduction","href":"/introduction"}]},{"group":"Release notes","pages":[{"title":"Release notes","description":"Dated changelog of Katalyst product releases, newest first.","href":"/release-notes"}]},{"group":"Product","pages":[{"group":"Plan","pages":[{"title":"Home","href":"/product/plan/home"},{"title":"Opportunities","href":"/product/plan/opportunities"},{"title":"Pipeline Hygiene","href":"/product/plan/pipeline-hygiene"}]},{"group":"Research","pages":[{"title":"Accounts","href":"/product/research/accounts"},{"title":"Account detail","href":"/product/research/account-detail"},{"title":"Contacts","href":"/product/research/contacts"}]},{"group":"Engage","pages":[{"title":"Draft Email","href":"/product/engage/draft-email"},{"title":"Notes","href":"/product/engage/notes"},{"title":"Actions","href":"/product/engage/actions"},{"title":"AI Suggestions","href":"/product/engage/ai-suggestions"}]},{"group":"Monitor","pages":[{"title":"Signals","href":"/product/monitor/signals"},{"title":"Notifications","href":"/product/monitor/notifications"},{"title":"AI Activity","href":"/product/monitor/ai-activity"}]},{"group":"Close the Loop","pages":[{"title":"Meetings","href":"/product/close-the-loop/meetings"},{"title":"Post-meeting Action Plan","href":"/product/close-the-loop/post-meeting-action-plan"},{"title":"Activity History","href":"/product/close-the-loop/activity-history"}]},{"group":"Setup","pages":[{"title":"Onboarding with Kai","href":"/product/setup/onboarding"},{"title":"Integrations","href":"/product/setup/integrations"},{"title":"Signals Settings","href":"/product/setup/signals-settings"},{"title":"AI Suggestions configuration","href":"/product/setup/ai-suggestions-configuration"},{"title":"AI-active coverage","href":"/product/setup/ai-active-coverage"},{"title":"Plans and Billing","href":"/product/setup/plans-and-billing"},{"title":"Team \u0026 permissions","href":"/product/setup/team-and-permissions"}]}]},{"group":"Field Plays","pages":[{"group":"Plan-anchored","pages":[{"title":"Monday morning pipeline review","href":"/field-plays/monday-morning-pipeline-review"},{"title":"Catch up after PTO","href":"/field-plays/catch-up-after-pto"},{"title":"Build your daily focus list","href":"/field-plays/build-your-daily-focus-list"},{"title":"Pre-board-meeting forecast prep","href":"/field-plays/pre-board-meeting-forecast-prep"},{"title":"Prep for a customer meeting","href":"/field-plays/prep-for-customer-meeting"},{"title":"Ask the chat what to do next on a deal","href":"/field-plays/ask-the-chat-what-to-do-next"}]},{"group":"Research-anchored","pages":[{"title":"Research a new account","href":"/field-plays/research-a-new-account"},{"title":"Build a stakeholder map","href":"/field-plays/build-a-stakeholder-map"},{"title":"Prep for a discovery call","href":"/field-plays/prep-for-discovery-call"},{"title":"Catch up on a stalled account","href":"/field-plays/catch-up-on-stalled-account"},{"title":"Research from a fresh signal","href":"/field-plays/research-from-a-fresh-signal"}]},{"group":"Engage-anchored","pages":[{"title":"Send a personalized follow-up email","href":"/field-plays/send-a-personalized-follow-up-email"},{"title":"Knock out today's actions","href":"/field-plays/knock-out-todays-actions"},{"title":"Bulk-clean AI Suggestions sweep","href":"/field-plays/bulk-clean-ai-suggestions-sweep"},{"title":"Log a call right after","href":"/field-plays/log-a-call-right-after"},{"title":"Triage from the notification bell","href":"/field-plays/triage-from-the-notification-bell"}]},{"group":"Monitor-anchored","pages":[{"title":"Start the day with signals","href":"/field-plays/start-the-day-with-signals"},{"title":"Act on a signal with Your Move","href":"/field-plays/act-on-a-signal-with-your-move"},{"title":"Catch a signal as it fires","href":"/field-plays/catch-a-signal-as-it-fires"},{"title":"Tune your signal noise budget","href":"/field-plays/tune-your-signal-noise-budget"},{"title":"Audit AI activity this week","href":"/field-plays/audit-ai-activity-this-week"}]},{"group":"Close-the-Loop-anchored","pages":[{"title":"Turn a meeting into a deal","href":"/field-plays/turn-a-meeting-into-a-deal"},{"title":"Recap after a customer meeting","href":"/field-plays/recap-after-a-customer-meeting"},{"title":"Confirm Salesforce sync end of day","href":"/field-plays/confirm-salesforce-sync-end-of-day"},{"title":"Run a deal-loss retro","href":"/field-plays/run-a-deal-loss-retro"},{"title":"Weekly close-the-loop review","href":"/field-plays/weekly-close-the-loop-review"}]},{"group":"Setup-anchored","pages":[{"title":"Connect Salesforce, Gmail, and Calendar","href":"/field-plays/connect-salesforce-gmail-calendar"},{"title":"Onboard a new teammate","href":"/field-plays/onboard-a-new-teammate"},{"title":"Tune an AI column when it's noisy","href":"/field-plays/tune-an-ai-column-when-its-noisy"},{"title":"Audit team permissions quarterly","href":"/field-plays/audit-team-permissions-quarterly"},{"title":"Set up Katalyst with Kai","href":"/field-plays/set-up-katalyst-with-kai"},{"title":"Choose which deals get AI","href":"/field-plays/choose-which-deals-get-ai"},{"title":"Manage your plan and credits","href":"/field-plays/manage-your-plan-and-credits"}]}]}]},"basePath":"","title":"Introduction - Katalyst","buildId":"dpl_BLQvU86QFwq3AhPofSTw6q8dGWKm","deploymentId":"dpl_BLQvU86QFwq3AhPofSTw6q8dGWKm","dynamics":[],"chunks":[]}