# Katalyst

> Katalyst product documentation and release notes.

## Docs

- [Audit AI activity this week](https://docs.joinkatalyst.com/field-plays/audit-ai-activity-this-week.md): Friday-afternoon ritual: scan everything the AI touched on the book this week, drill into the reasoning, and take one or two calibration actions before signing off.
- [Audit team permissions quarterly](https://docs.joinkatalyst.com/field-plays/audit-team-permissions-quarterly.md): End of quarter: walk the team roster, revoke stale access, correct role mismatches, and note next quarter's expected seat changes.
- [Build a stakeholder map](https://docs.joinkatalyst.com/field-plays/build-a-stakeholder-map.md): Move an account from research to outreach by mapping the buying committee: who matters, what they care about, and who the economic buyer is.
- [Build your daily focus list](https://docs.joinkatalyst.com/field-plays/build-your-daily-focus-list.md): Do This Now handles the AI side of your daily landing. Here's how you set up the configurable side, Saved Views and Favorites, so the rest of your morning is curated too.
- [Bulk-clean AI Suggestions sweep](https://docs.joinkatalyst.com/field-plays/bulk-clean-ai-suggestions-sweep.md): Clean the volt-lime rings out of an Opportunities or Accounts table in one focused pass: bulk-accept the obvious, drill into the rest, leave the table tidy.
- [Catch a signal as it fires](https://docs.joinkatalyst.com/field-plays/catch-a-signal-as-it-fires.md): A Toast pops in the bottom-right while the rep is mid-task. Three seconds to glance, 30 seconds to triage if it matters, then back to work.
- [Catch up after PTO](https://docs.joinkatalyst.com/field-plays/catch-up-after-pto.md): Returning from a week off and need to know what moved in your book. Catch up fully in 15 to 20 minutes using Home chat, Signals, and Activity History.
- [Catch up on a stalled account](https://docs.joinkatalyst.com/field-plays/catch-up-on-stalled-account.md): An account hasn't moved in 30+ days. Read the gap, decide go or no-go, and either re-engage with a concrete next step or close the loop cleanly.
- [Confirm Salesforce sync end of day](https://docs.joinkatalyst.com/field-plays/confirm-salesforce-sync-end-of-day.md): End-of-day ritual: walk every account touched today, confirm every AI write round-tripped to Salesforce, retry anything stuck, and leave a Note on anything that needs investigation tomorrow.
- [Connect Salesforce, Gmail, and Calendar](https://docs.joinkatalyst.com/field-plays/connect-salesforce-gmail-calendar.md): First day with Katalyst: wire the three core integrations so every downstream surface (Opportunities, Meetings, Signals, Drafts) has data to read.
- [Knock out today's actions](https://docs.joinkatalyst.com/field-plays/knock-out-todays-actions.md): Start the morning by clearing the must-do AI-suggested actions: glance at Do This Now, batch-decide on the no-brainers, snooze the rest, note the longer threads.
- [Log a call right after](https://docs.joinkatalyst.com/field-plays/log-a-call-right-after.md): Five minutes after a customer call ended, capture the summary as a Note, create the follow-up Action, and queue a recap email from the same record.
- [Monday morning pipeline review](https://docs.joinkatalyst.com/field-plays/monday-morning-pipeline-review.md): Walk into the week with a prioritized read on your book: scan Do This Now, drill into the stages that matter, and check hygiene, in under 15 minutes.
- [Onboard a new teammate](https://docs.joinkatalyst.com/field-plays/onboard-a-new-teammate.md): Add a new rep, manager, or CS lead to the org: invite, role, Salesforce prerequisite, first-day handoff.
- [Pre-board-meeting forecast prep](https://docs.joinkatalyst.com/field-plays/pre-board-meeting-forecast-prep.md): Board meeting Thursday. Clean the pipeline numbers, defend the forecast, walk in with the receipts: Pipeline Hygiene, Opportunities, and Home chat together get you there.
- [Prep for a customer meeting](https://docs.joinkatalyst.com/field-plays/prep-for-customer-meeting.md): Fifteen minutes before a customer call. Read the brief, refresh the account context, ask one sharp follow-up, and send an agenda if needed: all without leaving Katalyst.
- [Prep for a discovery call](https://docs.joinkatalyst.com/field-plays/prep-for-discovery-call.md): Discovery call on the calendar in the next day or two. Build a hypothesis-backed plan: pain read, two sharp questions, two attendees you can speak to by name.
- [Recap after a customer meeting](https://docs.joinkatalyst.com/field-plays/recap-after-a-customer-meeting.md): A recorded customer meeting just ended. Walk the AI's Post-meeting Action Plan, accept the no-brainers, edit the one that needs tuning, fire it, and confirm the writes landed in Salesforce.
- [Research a new account](https://docs.joinkatalyst.com/field-plays/research-a-new-account.md): A new account just landed in your name. Get to a one-page understanding and a working Account Plan in under thirty minutes.
- [Research from a fresh signal](https://docs.joinkatalyst.com/field-plays/research-from-a-fresh-signal.md): A signal just fired on an account in your book. Get enough context to decide whether to bump the deal, draft fresh outreach, or hold and watch.
- [Run a deal-loss retro](https://docs.joinkatalyst.com/field-plays/run-a-deal-loss-retro.md): A deal just closed-lost. Walk the account's timeline from first touch to close, cross-reference signals, ask the chat what could have been caught earlier, and save 2-3 lessons as a tagged Note for the next similar deal.
- [Send a personalized follow-up email](https://docs.joinkatalyst.com/field-plays/send-a-personalized-follow-up-email.md): A deal needs a thoughtful re-engagement. Open the record, ask the per-record chat to draft, tune the language, send, and save the thread as a Note.
- [Start the day with signals](https://docs.joinkatalyst.com/field-plays/start-the-day-with-signals.md): The morning ritual: scan every signal that fired across your book overnight, triage each into act, research, or dismiss, and start the day oriented.
- [Triage from the notification bell](https://docs.joinkatalyst.com/field-plays/triage-from-the-notification-bell.md): A red dot on the bell means something fired across the book. Open the popover, scan the categories, decide for each: act inline, drill into the record, or hold.
- [Tune an AI column when it's noisy](https://docs.joinkatalyst.com/field-plays/tune-an-ai-column-when-its-noisy.md): An AI column keeps proposing values that miss the mark: edit the column instruction, run the Test Prompt against known rows, save, and wait for the next sweep to confirm noise dropped.
- [Tune your signal noise budget](https://docs.joinkatalyst.com/field-plays/tune-your-signal-noise-budget.md): Monthly tune-up: review which signal types are firing, mute the noisy ones, add custom types for the gaps, right-size the active cap, and set per-channel delivery.
- [Weekly close-the-loop review](https://docs.joinkatalyst.com/field-plays/weekly-close-the-loop-review.md): Friday-afternoon manager ritual: walk Pipeline Hygiene worst-first, drill per-rep into AI Activity, cross-reference under-handled accounts in Activity History, and flag 2-3 talking points for the Monday one-on-one.
- [Introduction](https://docs.joinkatalyst.com/introduction.md): Autonomous AI agents for Salesforce account executives.
- [Activity History](https://docs.joinkatalyst.com/product/close-the-loop/activity-history.md): The per-account log of every AI-performed action against the account, with the reasoning behind each one, sitting as a sub-tab on Account detail and pairing with the org-wide AI Activity log on Monitor.
- [Meetings](https://docs.joinkatalyst.com/product/close-the-loop/meetings.md): The pre-, during-, and post-meeting workspace, with a Coming Up timeline, a Recent list, a per-meeting detail panel that holds the pre-brief, summary, transcript, and post-meeting recommendations, and a chat scoped to the meeting.
- [Post-meeting Action Plan](https://docs.joinkatalyst.com/product/close-the-loop/post-meeting-action-plan.md): The flagship post-meeting flow that reads the call, decides whether it introduced or moved a commercial initiative, and proposes a single Approve and Sync pass that writes the new account, the new or matched opportunity, and the attendees to Salesforce.
- [Actions](https://docs.joinkatalyst.com/product/engage/actions.md): The cross-pipeline inbox for every AI-suggested next move, with single and bulk accept, reject, and snooze, plus the Do This Now card on Home for the top three.
- [AI Suggestions](https://docs.joinkatalyst.com/product/engage/ai-suggestions.md): The per-cell accept and reject mechanic for AI-proposed field values, marked by the volt-lime ring on Opportunities and Accounts tables and kanban cards.
- [Draft Email](https://docs.joinkatalyst.com/product/engage/draft-email.md): The shared composer that turns a record, a strategic challenge, or a chat ask into an outbound email saved straight to your Gmail or Outlook drafts.
- [Notes](https://docs.joinkatalyst.com/product/engage/notes.md): An auto-saving notebook on every Account, Opportunity, and Contact, capturing what you heard so the AI Chat has it next time you ask.
- [AI Activity](https://docs.joinkatalyst.com/product/monitor/ai-activity.md): The durable, filterable log of every AI-assisted action Katalyst has taken or proposed on your behalf, so you can verify, audit, and calibrate trust over time.
- [Notifications](https://docs.joinkatalyst.com/product/monitor/notifications.md): The unified in-app notification surface: a Bell for the inbox, a Toast deck for the live pop, one shared store behind both.
- [Signals](https://docs.joinkatalyst.com/product/monitor/signals.md): The org-wide feed of AI-curated external events scored against your book, with per-account slices and a one-click accept flow.
- [Home](https://docs.joinkatalyst.com/product/plan/home.md): The daily landing surface where you ask Katalyst anything across your book and see what's worth doing right now.
- [Opportunities](https://docs.joinkatalyst.com/product/plan/opportunities.md): Your deal-list workspace, table or kanban, with Saved Views for the slices you return to every day.
- [Pipeline Hygiene](https://docs.joinkatalyst.com/product/plan/pipeline-hygiene.md): The one-screen audit of pipeline data quality across the org, with per-rep drill-ins and a configurable rule catalog.
- [Account detail](https://docs.joinkatalyst.com/product/research/account-detail.md): The per-account research workspace, with Overview, Account Plan, Activity History, Signals, and a chat panel scoped to the account.
- [Accounts](https://docs.joinkatalyst.com/product/research/accounts.md): Your account-list workspace, a Salesforce-synced table with AI-driven columns and a one-click enrichment per row.
- [Contacts](https://docs.joinkatalyst.com/product/research/contacts.md): Your people workspace, a Salesforce-synced table of contacts plus a two-column research page with AI persona summary and deep research per contact.
- [AI Suggestions configuration](https://docs.joinkatalyst.com/product/setup/ai-suggestions-configuration.md): The per-column Update Instruction dialog and Test Prompt panel that tune what the AI proposes on Opportunities and Accounts, with a preview against a chosen deal before you ship.
- [Integrations](https://docs.joinkatalyst.com/product/setup/integrations.md): The Connectors workspace where admins wire Katalyst to Salesforce, Gmail or Outlook, Calendar, the notetaker, and Slack, with per-connector health surfaced on the rail.
- [Signals Settings](https://docs.joinkatalyst.com/product/setup/signals-settings.md): The Signals catalog tuning surface, with a 14-type default catalog, a 6-active cap, custom signal types, and per-channel routing for Slack, email, and in-app.
- [Team & permissions](https://docs.joinkatalyst.com/product/setup/team-and-permissions.md): The Manage Team page where admins and managers invite teammates, assign roles, and manage access, with a Salesforce-prerequisite walkthrough that flags the permission an invitee needs to complete their own OAuth.
- [Release notes](https://docs.joinkatalyst.com/release-notes.md): Dated changelog of Katalyst product releases, newest first.