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Home

Home is where you start your day. One global chat across your whole pipeline, a rail of pipeline vitals, and a prioritized list of what to act on next, all on one screen.
The Home tab in empty state showing the time-of-day greeting, Do This Now card, four suggested prompt chips, the centered composer, and the right-rail stack of pipeline stats and upcoming meetings cards.

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What you can do here

  • Ask Katalyst anything across your entire book. The Home chat reasons over every opportunity, account, contact, signal, and meeting at once. It can also take Salesforce writes for you when you ask, so the question and the action live in the same place.
  • Start from a suggested prompt. Four starter chips (“Compute pipeline value”, “Hygiene score breakdown”, “Deals at risk”, “Catch me up since yesterday”) seed the composer when you don’t want to write the question yourself.
  • Work the Do This Now rail. Katalyst surfaces the three things across your book most worth a move right now, top buying signals, hygiene rules pulling deals down, leadership changes at key accounts. Each row has a one-click prompt that opens the right chat to act on it.
The Do This Now card on Home showing three prioritized rows with company favicons, signal or hygiene chips, short descriptions, and per-row CTA buttons like Draft follow-up and Suggest Next Steps.
  • Glance at your pipeline vitals. The right rail shows your total pipeline value, open deal count, and team-wide hygiene score, with hover-revealed breakdowns under each number.
  • See what’s next on the calendar. Today’s meetings and the next day or two sit in the rail with a Ready / Needs prep label, so you can peek the brief before deciding what to open first.

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How to use it

A rep covering 60 mid-market healthcare accounts signs in on a Monday at 8:42 AM. The time-of-day greeting and today’s date sit at the top of the page. Do This Now flags a closing-risk signal on her largest Negotiation deal and two slipping next steps in Proposal. The rail says she’s at $4.2M open across 38 deals with a team hygiene score of 71. She types “catch me up on what changed across my pipeline since Friday” and the chat returns a stage-by-stage diff with three new signals, two pending AI Suggestions on Negotiation deals, and a reasoning trace showing the activity timeline it pulled. She follows up with “draft a re-engagement note for the largest Negotiation deal referencing the security review concern”, accepts the draft into Gmail, and asks the chat to favorite her three highest-ARR Negotiation deals so the sidebar surfaces them all week. Eleven minutes from sign-in to a full Monday plan.

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Patterns that work

Treat Do This Now as your first read, not a filter. It’s AI-driven, not configurable. The rail picks the highest-priority items across signals and hygiene every time you land, so the right read is “what did Katalyst put on top today” rather than “let me tune this view.” If you want a configurable equivalent, save a Saved View on the Opportunities tab or favorite the deals you want pinned in the sidebar. Use the Home chat for cross-pipeline questions, the per-record chats for one-deal questions. Home reasons across your whole book; a chat panel on a specific opportunity or account is scoped to that record. If you’re asking “what changed across my book since Friday” or “which deals are at risk”, start on Home. If you’re asking “what did this account say about budget last week”, open that account and use the chat there. Hover the rail cards instead of clicking through. Each insight card opens a deeper popover on hover, score breakdown, top deals contributing to the pipeline number, the linked opportunity and brief preview for a meeting. You can usually answer “why is the number that” without leaving the chat. Come back to old threads from the history popover. Hovering the History icon in the empty-state hero (or the chat header once you’re in a thread) opens a list of every past Home conversation. Useful for picking up a deal-prep thread the next morning without re-asking the same setup questions.