Release notes - Katalyst

August 31st, 2026

Sync and meeting essentials

Two behind-the-scenes fixes that keep your meeting follow-ups and Salesforce sync accurate:

Deal Intelligence catches up when a transcript fills in : Sometimes a meeting’s full transcript arrives in pieces, after the first recording has already been analyzed. Deal Intelligence now runs again on the complete conversation, so your suggested CRM updates, email drafts, and activity logs reflect everything that was said, not just the first part. Drafts based on the partial transcript are replaced, activities it already logged are corrected instead of duplicated, and nothing disappears until the new analysis has finished.
Your real-time sync limit, recorded automatically : Salesforce caps how many objects an org can sync in real time. When your org hits that cap, Katalyst now records your org’s limit, so it can show how many real-time slots are in use out of the maximum without anyone looking it up in Salesforce. The usual message explaining why real-time sync couldn’t be turned on still appears.

Admin controls for Salesforce sync: real-time permission, sync modes, and record type filters

Salesforce admins now decide exactly how their data flows into Katalyst: whether Katalyst may change real-time sync settings, which objects sync instantly or on a schedule, and which record types come in at all. What it is: Three new controls for org admins in the Salesforce integration settings and sync setup. Admins can give Katalyst permission to manage which objects sync in real time, switch each object type between real-time and scheduled sync, and limit a synced object to the Salesforce record types the team actually uses. Every change is recorded in the audit log. How it works:

Permission first. The permission is off by default, so Katalyst won’t touch your Salesforce configuration until an admin turns it on. Teammates who aren’t admins can see whether it’s on, but only admins can change it. The audit log records who granted or revoked it, and when.
Real-time or scheduled, per object. Admins can move an object type from real-time to scheduled sync and back. Core objects stay on real-time to protect your data. Tasks and Events show a warning before you move them, because they have no scheduled backup and stop updating until real-time sync is turned back on.
No more mystery errors. If every real-time sync slot in your Salesforce org is taken, admins see a clear explanation instead of a generic error.
Status you can trust. The sync status display shows the mode each object actually uses, including any changes an admin made, instead of a fixed default.
Sync only the record types you need. Admins can set, change, or clear a record type filter on a synced object. Changing the filter starts a fresh sync: newly included records come in and excluded records are removed. Each filter change is logged with its old and new value.

Example: A revenue operations admin wants opportunities to update in Katalyst the moment a rep changes them in Salesforce, but a lower-priority object doesn’t need to. The admin turns on the permission, keeps core objects on real-time, and moves the lower-priority object to scheduled sync. Later, the sales team only needs one record type from a synced object, so the admin filters to it and Katalyst re-syncs to match. Months later, anyone reviewing the audit log can see who made each change and when.

The Salesforce integration settings showing the real-time sync status of each standard object and a checkbox that allows Katalyst to manage which objects sync in real time, with changes recorded in the audit log. — Salesforce integration settings with the real-time sync permission

August 24th, 2026

Desktop recordings that restart stay in one meeting

If your desktop recording drops in the middle of a call, Katalyst now joins the pieces into one complete meeting. What it is: Desktop capture can stop and restart during a call. Katalyst now combines every recording of the same call into a single meeting, with the full transcript in the order it was spoken. How it works:

Restarting a recording after a network drop or crash no longer returns an error or overwrites what Katalyst already captured.
Meeting summaries, Deal Intelligence, and Salesforce activity logs reflect the whole conversation.
Salesforce gets one activity per call, even when the call was recorded in several segments.
Summaries of desktop captures now use the timing of each spoken word. Before, Katalyst built them from text with no timing.

Example: A rep’s laptop loses its connection 20 minutes into a 45-minute call, and the recording restarts. Katalyst puts both parts into one meeting. The summary covers the full call, and Salesforce shows one activity for it.

Safer, more consistent AI field suggestions from meetings

AI field suggestions from meetings now match your meeting summary, and Katalyst re-checks each one before it writes to Salesforce. What it is: After a meeting, Katalyst suggests updates to your Salesforce fields. These suggestions now use the meeting summary as context, so a suggestion and the summary cannot contradict each other. How it works:

Duplicate meeting events no longer trigger extra rounds of suggestions, so your Actions inbox stays clean.
When you accept a suggestion, Katalyst checks that the value is still valid for that field, then writes it to Salesforce. This protects your data from outdated or disallowed values.
You can now edit and accept suggestions for lookup fields, such as a related contact or account, from the recommendations panel.

Example: A rep’s meeting syncs twice, and Katalyst creates one set of suggestions instead of two. She accepts a suggested field change. Katalyst confirms the value is still valid for that field and then writes it to Salesforce.

A suggested field update from a meeting proposing a new Champion value, with Accept and dismiss buttons. — An AI field suggestion from a meeting, ready to accept or dismiss

Salesforce sync health: see every object and what to do when real-time sync stops

See which Salesforce objects are syncing, when each one last synced, and what to do if real-time sync stops. What it is: The Salesforce integration card now lists every synced object, including custom objects on the 5-minute schedule. It shows the last successful sync time and any errors for each one. How it works:

Custom objects on the 5-minute schedule appear on the card with their last sync time and any errors.
Events now appear in the sync status display alongside five other standard record types.
If real-time sync stops for a critical record type, the card says Katalyst has switched to 5-minute syncing to prevent data loss. It asks you to restore real-time sync in Salesforce.
If a record type has no backup sync, the card says plainly that syncing has stopped, instead of showing a generic Disabled label.

Example: An admin sees a warning on the Salesforce card: real-time sync stopped for a critical record type, and Katalyst is now syncing every 5 minutes so data keeps flowing. She restores real-time sync in Salesforce.

The Salesforce integration card listing synced objects with their last sync time, and a warning that Katalyst has switched to 5-minute syncing because real-time sync stopped. — The Salesforce integration card showing sync status for each object

August 17th, 2026

Add and remove custom Salesforce objects

Smaller updates for admins who manage custom Salesforce objects:

Add objects during setup : Admins can add custom Salesforce objects, such as products or cases, during onboarding and choose which fields to sync. Add several in one session, or skip the step and add them later in CRM Settings. Each object starts syncing in the background as soon as it is saved. Invited team members skip this step.
Remove a synced object : Admins can remove a synced custom Salesforce object from CRM Settings. A confirmation shows how many synced records Katalyst will delete. Removing an object stops its sync and deletes its records from Katalyst only. Nothing changes in Salesforce, and you can add the object back at any time. Team members who are not admins do not see this option.

Detail pages and record type filters for custom Salesforce objects

Open any custom object record to see all its fields in one place, and filter long lists by record type. What it is: Record names in custom object tables are now links. Each one opens a detail page with the record’s fields and related records. When a Salesforce object uses record types, a dropdown helps you narrow big lists. How it works:

Click a record name to open its detail page.
The page shows every field in the same order, and with the same visibility settings, as the table.
Edit fields right on the detail page, without going back to the table.
Related records appear with counts and links, so you can jump to connected records.
If the Salesforce object uses record types, a record type dropdown appears above the table. It filters the full list, not just the page you see.
If no records match, the empty state tells you. Switching to another custom object resets the filter.

Example: A team syncs a custom Salesforce object for project trackers, and it uses several record types. A rep picks one record type to narrow a long list, clicks a project name, and updates a field on its detail page.

A custom object record's detail page showing its fields and a list of related records with a count. — A custom object detail page with its fields and related records

Edit custom Salesforce records in Katalyst, including lookup fields

Update a record without switching to Salesforce: edit synced custom objects in Katalyst, and the change saves back to Salesforce. What it is: Inline editing used to cover only Accounts, Contacts, and Opportunities. Now you can edit fields on any Salesforce-synced custom object, including lookup fields. Katalyst sends each edit to Salesforce first and updates the record only if Salesforce accepts it. How it works:

Click a cell in a custom object table to edit it, just like on Accounts and Contacts.
Toggle a checkbox on or off with one click. The change saves right away.
Date-and-time fields show a calendar and a time picker, so you set both the day and the hour.
Search and update lookup fields on custom and standard Salesforce objects. Choose Clear value to remove a linked record when the field allows an empty value.
Fields that can point to more than one type of record, such as activity relation fields, are read-only and come with a short explanation.
If Salesforce rejects a change, Katalyst shows the exact message from Salesforce and highlights the affected fields. A missing required field or a validation rule is one example.
If Salesforce is not connected, Katalyst asks you to reconnect.

Example: A rep finishes a call and opens a record on a custom project tracker object. She clicks the status cell and picks a new value, and the change saves to Salesforce. Another edit breaks a validation rule, so Katalyst shows Salesforce’s message and highlights the field, and she knows what to fix.

More accurate meeting summaries: correct names and only stated numbers

Meeting summaries now spell names correctly and include only the numbers people said out loud. What it is: Katalyst writes AI summaries of your meetings. It now uses details from your calendar invite to get names right, and it no longer adds numbers that nobody stated. How it works:

Along with the transcript, the AI gets the meeting title, attendees, organizer, duration, and platform.
Names from your calendar invite take priority over the transcript. If the microphone garbles a company name, the summary uses the spelling from the invite.
Numbers and dollar amounts appear only when a speaker said them. The AI does not estimate, round, or work out figures that the transcript does not contain.
If the AI switches to its backup model after a failure, Katalyst sends deal decisions to your review queue instead of applying them to your CRM automatically.

Example: A rep’s call transcript misspells the prospect’s company name. The summary uses the spelling from the calendar invite. The prospect never states a price, so the summary does not include one.

August 10th, 2026

Custom object settings, access controls, and data checks

Smaller updates that make custom objects easier to recognize, control, and trust:

Icons, names, and descriptions : Give each custom object an icon, a description, and singular and plural names, so it is easy to spot in the sidebar, page headers, and buttons like New Security Review. Update them any time with the Configure button.
Read-only mode and delete : Admins can switch a custom object between Read and write and Read only for the whole workspace. They can also delete objects they no longer need by typing the object’s name to confirm. Katalyst blocks the delete if another object still links to it.
Built-in records in the sidebar : Built-in record types now appear under Records in the sidebar, next to your synced custom objects. The sidebar updates instantly, with no reload.
Fields on built-in objects : Admins can add fields to any built-in Katalyst object and remove fields they no longer need. Removing a field hides it from tables and forms but keeps its data. Set each field to Read only, Manual update only, or AI suggestion.
Field value checks : Katalyst now checks what you enter when you edit a field. Text in a number field or a malformed date shows an error instead of saving.
Protection for Salesforce-synced records : Katalyst now blocks edits and deletions on synced custom object records that would pull them out of step with Salesforce. Objects that lost edit access because of an earlier setup error recover the next time you add a field.

Link custom objects with relationship fields

Connect related records, like reviews and vendors, and open the link from either side. What it is: A relationship field connects a record in one custom object to records in another. It can link to one record or to many, and both records show the link. How it works:

In the field builder, choose a relationship type. Each type has a plain-English description, such as “Each record links one target; a target can be linked by many records.”
Name how the relationship appears on the other object.
In a table, click a relationship cell, search, and pick the records to link. Fields that link to many records show your picks as chips.
If a relationship allows only one link, Katalyst blocks a second link and explains why.
When you edit a linked record, Katalyst updates the connection, so no old links stay behind.
A new column counts how many related records each row links to.
Removing a relationship field also removes its link data, so you can add a field with the same name again later.

Example: A team tracks Security Reviews and Vendors as custom objects. An admin adds a relationship from Security Reviews to Vendors, so many reviews can link to one vendor. A rep clicks the Vendor cell in the Security Reviews table, searches, and picks the vendor. The link shows on both records, and a count column shows how many records each row links to.

A custom object table where a relationship cell is open with a search box and chips for the selected linked records, next to a column showing how many related records each row links to. — A custom object table with an editable relationship column and a related record count

Create custom objects in Katalyst, no Salesforce setup needed

Track anything your team works with, like security reviews or vendors, without setting anything up in Salesforce. What it is: Katalyst used to work with standard Salesforce records and custom objects synced from Salesforce. Now admins can create a custom object directly in Katalyst, define its fields, and start adding records right away. These records save in Katalyst only. Nothing goes to Salesforce. How it works:

In CRM Settings, an admin opens Katalyst Objects and clicks the button to create a custom object.
The admin names the object, picks an icon, and adds a description.
The admin adds fields. Each field has a type, such as text, number, date, currency, or dropdown. One field is the title, and it becomes the display name of every record.
The saved object appears in the list with a View Records link.

Fields and rules:

An object can have up to 50 fields.
Mark a field required, and Katalyst blocks any save that leaves it empty, on new records and on edits.
Set a default value, and Katalyst fills it in when someone creates a record without that field.

Working with records:

Click New record on any custom object page, fill in the form, and save.
Lookup fields in the form have a search picker, so you link to an existing record by typing its name. Katalyst checks that the record exists in your workspace and shows its name.
Click any field on an existing record to edit it in place. Katalyst shows an Updated message after each save.

Example: An admin creates a Security Reviews object with a title field, a status dropdown, and a required reviewer field. A rep clicks New record, fills in the form, and saves. Later, she clicks the status cell to update it without leaving the page.

The Create Katalyst object dialog with plural and singular names, a permanent address, an optional description, and an icon picker. — Creating a custom object in Katalyst

August 3rd, 2026

AI assistant context and sync audit log

The AI assistant now answers with your latest data, and Katalyst now logs every change to your Salesforce sync.

AI assistant uses your latest data live

The AI assistant sees new emails, recommendations, meetings, and briefs the moment they arrive. What it is: The AI assistant answers questions about your deals, emails, and meetings. It used to learn about new data only during periodic syncs. Now it updates right away. How it works:

Outlook emails reach the assistant as they arrive, just like Gmail already did.
AI field update recommendations reach the assistant as soon as Katalyst creates them.
Meetings from Google Calendar and Outlook update the assistant as soon as your calendar changes.
Pre-meeting briefs reach the assistant as soon as they are ready.

Example: A prospect emails a rep’s Outlook inbox at 10:05 AM. At 10:10, she asks the AI assistant about that deal, and it already knows about the email. Before, it would not have seen the email until the next sync.

Audit log for Salesforce data sync changes

Katalyst now records every change to your synced Salesforce data, including who made it and when. What it is: A permanent log of changes to which Salesforce data your organization syncs into Katalyst. How it works:

The log records connecting a new object, adding or removing fields, changing field permissions, and turning sync on or off.
Each entry shows who made the change and when.
Nobody can edit or delete entries.
Each organization has its own separate log.
If Katalyst fails to write a log entry, your action still goes through.

Example: A field stops syncing, and the team wants to know why. They open the audit log, see who removed the field and when, and ask that person directly.

AI meeting summaries now cover every topic discussed

Meeting summaries now include every important topic, however long the meeting runs. What it is: Katalyst writes AI notes after your calls. The notes used to have a length and section limit, so long meetings could lose topics. Now there is no limit. How it works:

Notes have no word limit. Longer discussions get longer notes.
Each topic you discussed gets its own section.
Brief tangents and passing comments join the closest related section.
Short check-ins stay short. Longer working sessions get more detail.

Example: A rep finishes a 75-minute call about pricing, security, integration, rollout, and legal terms. Before, Katalyst could cut some of those topics to fit a limit. Now each of the five gets its own section. A 10-minute check-in the same day still gets short notes.

Open a card to see why an action matters, and see how many AI actions are waiting for your approval. What it is: Move the Needle is the list of recommended actions on Home. It now shows expandable cards instead of a flat list. How it works:

Click a card to open it. You see why the item matters to your deal, a Your move recommendation, and a one-click action button.
A banner at the top of Home appears when AI-generated actions are waiting for your approval. It shows how many are waiting, and how many have waited more than seven days.
You can dismiss the banner.
The Home greeting has a new centered layout with the Katalyst logo.

Example: A rep opens Home and sees a banner: 6 actions need approval, and 2 have waited more than seven days. She opens a card, reads why the item matters and what Your move suggests, and clicks the action button.

Admins can connect any custom Salesforce object to Katalyst, and everyone can browse its records. What it is: Katalyst used to sync only standard Salesforce records, like Opportunities, Accounts, and Contacts. Now it also syncs custom objects, such as security reviews or project trackers. How it works:

In CRM Settings, an admin clicks Add Salesforce object. Katalyst lists every object you can sync, custom objects first, with a search box.
The admin picks up to 15 fields to sync. Katalyst selects and locks the required fields.
Katalyst starts importing records. The object’s card shows the sync status (active, paused, or waiting for the first sync to finish) and how many records Katalyst has imported.
On the card, you can add or remove fields, change field permissions, and pause or resume sync. Pausing keeps existing records. Resuming picks up where sync stopped.

Browsing synced records:

Each enabled object gets its own records page with a searchable table.
Columns follow the object’s field settings and update when fields change. You can resize columns, and Katalyst remembers the widths for each object type.
If an object is not set up yet, the page tells you to configure it in CRM Settings.
Synced objects appear under Records in the left sidebar, in alphabetical order. The sidebar updates without a reload when you enable, pause, or change an object.
Viewing one record type no longer highlights a similarly named one in the sidebar.

Example: A company tracks security reviews in a custom Salesforce object. An admin adds the object in CRM Settings, picks the fields reps need, and starts the sync. Reps then open the security reviews list under Records in the sidebar and search it without leaving Katalyst.

July 27th, 2026

Signals, redesigned

The Signals page is rebuilt for triage: see your alerts grouped under the deals they belong to or sorted into priority tiers, with the most urgent pinned up top, and real-time pop-ups now reserved for what actually needs to interrupt you. What it is: The Signals page now offers two views, signals grouped under their deal or sorted into Critical, High, Medium, and Low tiers, with a Top Signals strip pinning the most urgent alerts at the top and priority filters that use clear tier labels instead of a numeric score range. Starring a deal anywhere in Katalyst instantly re-scores your signals so that deal’s alerts jump up the list, with no manual refresh. Real-time pop-up alerts are now limited to the categories you mark urgent, defaulting to risk signals only, so everything else stays visible in the feed and the notification bell but stops interrupting you. How it helps: A rep covering 40 accounts used to open Signals to a flat wall of alerts and a stream of pop-ups for things that could have waited. Now she lands on a Top Signals strip showing the four that need a move today, flips to the grouped-by-deal view to see her three focus accounts’ alerts together, and stars a deal that just heated up, watching its signals climb the list on the spot. Through the afternoon her screen stays quiet except for the one risk alert that genuinely warranted breaking her focus. The page went from a noisy inbox to a triage board she trusts.

See and tune why a signal ranks

Stop guessing why one signal outranks another: every signal now carries a plain Critical, High, Medium, or Low label you can click to see exactly what drove it, and you can re-weight the factors that decide ranking yourself. What it is: Signal cards now show a tier label in place of a raw number, and clicking it opens a breakdown of the factors behind the rank: deal stage, days to close, deal size, how fresh the signal is, and whether a recommended action exists. The tier thresholds have been recalibrated to a new two-factor scoring model so the colors reflect true urgency, and a redesigned settings page organizes signals into categories (such as Risk, Intent, and People) you can enable, disable, drag to prioritize, and set to alert in real time or stay quiet. An Advanced panel lets you drag-rank the five factors that drive scoring, so a team that lives and dies by close date can weight it above deal size. How it helps: A rep sees two High signals and used to have no idea why one sat above the other. She clicks the tier label on the top one and the breakdown lays it out: a late-stage deal, closing in nine days, with a recommended action ready, all pushing it up. Her team cares more about deal size than signal freshness, so her manager opens the Advanced panel and drags deal size above freshness once, and every rep’s rankings shift to match how the team actually sells. When she runs Plan my day, it now walks her through the top signals one at a time in that order rather than firing everything at once. The ranking went from a black box to something she understands and her team controls.

Signal settings and labels

Smaller signal refinements:

Accurate close-date labels : the “closes today”, “closes in Xd”, and “close overdue” labels on signals now use your local calendar date, fixing a one-day-early display for reps in time zones behind UTC.
Cleaner settings and clearer labels : empty categories with no active content no longer appear as placeholder cards in signal settings, and the recommended-action label on signal cards now reads Reason instead of Why.

Security and enforcement

Security and access hardening:

Integration credentials encrypted at rest : Salesforce, Notion, Slack, and Fireflies tokens are now encrypted with authenticated encryption before storage and bound to their owner’s account, with support for key rotation, so a token cannot be read or reused even if the database were accessed.
Subscription access enforced everywhere : organizations with a lapsed or canceled subscription are now blocked across every path, not just the on-screen lock, and credit purchases that need bank verification (3D Secure) can be completed in the app instead of failing silently.
Reconnect limited to admins : only org admins see the Salesforce Reconnect button, since reconnecting changes the data stream for the whole organization; everyone else gets a clear “contact your org admin” message instead of a button that would fail.

Fixes for email drafts, AI activities, onboarding, and account wikis

Four fixes that remove stalls and missing data in everyday workflows:

Draft Email contact picker shows all synced Salesforce contacts

Pick email recipients from your real Salesforce contacts, even for accounts that were never enriched. What it is: The Select key people dropdown in Draft Email lets you choose who an email goes to. How it works:

It lists the Salesforce contacts on the account, even if the account never went through AI enrichment.
On an opportunity page, it shows the same people as that deal’s Key People panel.
AI chat on account and opportunity pages now uses the same contacts list.
Two crashes that happened when opening Draft Email for certain accounts are fixed.

Example: A rep opens Draft Email on an account synced from Salesforce last week and never enriched. The Select key people dropdown used to be empty. Now it lists the four contacts already in Salesforce, so she picks the buyer and sends the email.

Accept AI-suggested calls, tasks, and events

Accepting a suggested activity now works and syncs to Salesforce. What it is: Katalyst can suggest logging a call, task, or event on a deal. When you accept it, Katalyst creates the activity in Salesforce. How it works:

Accepting a suggested activity now creates it in Salesforce instead of returning an error.
Suggestions that got stuck before this fix can now be accepted.
If an activity suggestion cannot be created, it is dropped instead of staying as an action you cannot resolve.
Other action types, such as field updates and email drafts, are not affected.

Example: After a call, Katalyst suggests logging a follow-up call on a deal. The rep clicks Accept. Before, an error appeared every time. Now the call shows up on the deal in Salesforce.

Smoother onboarding chat with Kai

The setup chat no longer stalls when you decline a suggestion or revisit a step. What it is: Kai is the in-app assistant that guides you through setup. These changes fix places where the chat froze or went to the wrong step. How it works:

If you decline Kai’s offer to revisit a skipped step, Kai replies and points you back to your current step.
Connecting or switching an email, calendar, or meetings provider during a revisit moves the flow forward on its own.
Kai tells Calendar setup apart from Meetings notetaker setup when you ask to revisit one.
Upgrade plan opens plan selection on the first click, even if you already have a subscription.

Example: A new user skips the calendar step, then declines when Kai offers to go back to it. Before, the chat froze. Now Kai replies and brings her back to the step she is on.

Account Plans appear in account wiki pages

Account Plan content now shows up in the account wiki instead of a blank section. What it is: Each account has a wiki page with an Account Plan section. That section stayed empty even when a plan existed. How it works:

A plan appears in the wiki after every successful generation: during onboarding, when a new account is added through CRM sync, and when you click Generate.
Regenerating a plan updates the wiki automatically.

Example: A rep clicks Generate on an Account Plan for a key account. Before, the wiki page still showed an empty Account Plan section. Now the plan appears there, and it updates if she regenerates it.

Notification bell and toast improvements

Two changes that make notifications more relevant and easier to act on:

Notification bell shows only your signals

The bell and sidebar badge now show only the signals that matter to you. What it is: The notification bell and the sidebar badge alert you to new signals. Before, they could include signals from other people’s deals or signal types you had turned off. How it works:

Both show only signals on your own deals and only the signal types you turned on.
The badge number always matches the count in the bell.
Counts and pagination stay accurate when the type filter is applied.
The Signals page and deal detail pages are unchanged and follow the filters you set there.

Example: A rep owns 15 deals and has turned off one signal type. The sidebar badge says 3, and opening the bell shows exactly 3 signals, all on her own deals. Before, the badge could count signals from a teammate’s deals.

Account field suggestions in notifications are clearer

Suggestions now use readable field names and show an error if accepting fails. What it is: Katalyst suggests updates to account fields and shows them in toast pop-ups and the notification bell. How it works:

Suggestions show readable field names instead of internal codes.
If accepting or rejecting a suggestion fails, you see an error message.
Suggestions where the AI could not find a real value no longer appear in notifications. They stay visible and editable in the accounts table.
These changes apply to toasts, the bell’s current-session view, and the missed-items tab.

Example: A toast suggests a change to an account field. It now names the field in plain words, so the rep knows what she is accepting. If she clicks Accept and it fails, an error message tells her to try again. Before, nothing happened and she could not tell.

Richer, deal-linked signal answers in AI chat

Ask the AI chat about signals and each answer now says what happened, which deal it affects, and what to do next. What it is: An update to how AI chat answers questions about signals and deal activity. Instead of a short label like “partnership signal”, each answer describes the actual event. How it works:

Each signal includes the event details, not just a category label.
Each signal is tied to the deal it fires on, with the deal stage and amount.
Signals are ranked by recency, priority score, and business impact, instead of by which deal has the most signals.
Each signal has one recommended action for that deal, checked against the deal’s current state.

Example: A rep asks, “Which signals should I act on today?” Instead of a label like “partnership signal”, the answer says a prospect expanded a partnership. It names the deal it affects, for example a $120K deal in Negotiation, and gives one next step for that deal.

July 20th, 2026

Refine AI-drafted plans with feedback

Fix what the AI got wrong instead of rejecting the whole thing: when Katalyst drafts a CRM plan, you can now comment on any individual step, add a note, and regenerate a corrected draft, so a wrong contact or account no longer means starting over. What it is: When you review a pending CRM plan, you can leave an inline comment on any step (a wrong contact role, the wrong account) plus a top-level note, then click Regenerate plan to get a corrected draft that folds in your input. If any feedback is present, the Approve and Sync button becomes Regenerate plan, so a plan you have flagged cannot be written to Salesforce as-is, and a refined draft carries a “Refined from your feedback” badge. The Approve, Refine, and Reject panel now appears on every pending plan, not just ones that flagged a conflict, so you always have a way to push back before anything syncs. How it helps: A rep reviews a plan Katalyst drafted from yesterday’s call: the new opportunity is right, but it attached the wrong contact as the economic buyer and put the deal on a sister account. Instead of rejecting the whole thing and rebuilding it by hand, she leaves a comment on the buyer step, adds a note correcting the account, and clicks Regenerate plan. A minute later a notification tells her the redraft is ready, now with the right buyer and the right account and a “Refined from your feedback” badge, and she approves it. The one wrong detail that used to force a full manual redo is now a comment and a short wait.

Fixes and reliability

Reliability and data-safety fixes this week:

Salesforce setup works for every org config : setup no longer crashes on non-standard org configurations (like Salesforce-to-Salesforce), linked fields such as Contract and Order now show a readable name instead of a raw record ID, and a failed setup shows a plain-English error with a Retry button and a support link.
CRM setup retry keeps your progress : retrying after a partial field-discovery failure now reloads all fields, including Opportunities, instead of showing an empty list, so you can finish onboarding without refreshing the page.
Meetings page loads reliably : fixed a crash that took the Meetings page down after a security update; pre-meeting brief badges display again.
Signals chat, sharper and resizable : the Signals chat now leads with the actual signal event before the recommended step, drops buttons that opened nothing, and lets you drag to resize the panel, with your width remembered next time.
Tighter data isolation : closed further gaps so contacts, AI suggestions, and saved records can only be read or changed within your own organization, and blocked a signup path that could self-assign a user into an org they were never invited to.

July 13th, 2026

Kai answers your setup questions from the docs

Ask Kai anything during setup and get a real answer, not a guess: it now looks up Katalyst’s own product documentation before responding, offers to finish steps you skipped, and tells you plainly when your workspace is still syncing instead of pretending you have no data. What it is: During onboarding, Kai now searches Katalyst’s product documentation before answering, so questions about how a feature works or how to finish a step are grounded in the docs rather than its built-in knowledge alone. It also offers to reopen any step you skipped if you mention it, gives specific troubleshooting when a connection fails, stays available while Salesforce is reconnecting, and recognizes when your workspace is still being built, telling you it is syncing (typically within an hour) instead of reporting that you have no deals or accounts. How it helps: A new rep midway through setup wonders whether Katalyst will watch her renewal accounts, so she asks Kai in the chat; instead of a vague reply, Kai pulls the relevant doc and explains exactly how signal coverage works. She had skipped the calendar step earlier, and when she mentions meetings, Kai offers to take her back to connect it with a one-tap Yes. Her Salesforce is still reconnecting, but the chat stays open so she can keep asking. When she finishes and immediately asks what her biggest deals are, Kai tells her the workspace is still syncing and to check back shortly, rather than the old behavior of insisting she had no data and leaving her sure something had broken. She reaches her dashboard with her questions answered and her trust intact.

Filter your pipeline by what needs a decision

Jump straight to the deals with something waiting on you: a Pending AI filter narrows your pipeline to just the records that have an AI suggestion or a drafted email to review, and account-level suggestions now land in the same Actions queue as your deals. What it is: A Pending AI button in the Opportunities and Accounts toolbars filters the list to only records with a pending AI suggestion or a drafted email, and a sort menu on the AI column brings those records to the top. AI-suggested account field updates now appear in the Actions queue alongside opportunity suggestions, with the same accept, reject, and bulk-per-account controls and an automatic write back to Salesforce. Email drafts also pick up your organization’s tuning automatically, so there is no toggle to remember. How it helps: A rep with 60 accounts wants to clear her review backlog without scrolling her whole book. She clicks Pending AI on the Accounts list and it collapses to the eight accounts with suggestions waiting, then does the same on Opportunities. In the Actions queue she now sees account field updates sitting next to her deal suggestions, so a corrected industry on an account and a refined next step on a deal get handled in the same pass rather than two separate hunts. She bulk-accepts the account group she trusts, and every change writes to Salesforce on its own. Ten minutes, and the only records she touched were the ones that actually needed her.

Billing and settings

Clearer control over plans, billing, and fields:

Upgrade in-flow when a signal is locked : hit a signal that needs a higher plan during setup and you can upgrade on the spot, with the prorated amount shown first and your other signal choices preserved, instead of abandoning setup to change plans in Settings.
See pending billing changes, and undo them : a persistent banner on the Billing page shows when a cancellation or downgrade is scheduled, with one-click Resume subscription or Keep current plan, and upgrades now show a full cost breakdown (new plan, proration credit, due today) instead of an unexplained lump sum.
Properties panels respect your CRM settings : contact, account, and opportunity detail pages now show only the fields you configured in CRM Settings, dropping phantom fields and hiding internal system fields.

Security and data isolation

Security hardening this week:

Your data is isolated from other organizations : records like user profiles, meeting details, and signals are now strictly scoped to your own team, closing a gap that could let a signed-in user read another company’s data; teammate-owned next-meeting links still display correctly.
Integration tokens kept server-side : Slack, Notion, and Fireflies tokens are now read only by secure backend processes rather than being fetchable from a browser session, with automated checks to keep it that way.
Reliable connect and disconnect : connecting or disconnecting Notetaker, Fireflies, Circleback, Slack, and Salesforce no longer fails with a permission error, and Salesforce sync no longer gets stuck in a syncing state.

July 6th, 2026

AI chat comes to Signals, plus faster triage

Stop leaving your signal list to ask the AI what to act on, and stop paging through cards to find what matters: the Signals page now stacks everything by priority, puts an AI chat panel right alongside it, and lets you act on a signal without navigating away. What it is: The Signals page becomes a triage view: compact rows grouped into Critical, High, Medium, and Low tiers, a digest strip that tells you how many need a move today with a Plan my day walkthrough, and an Act or Suggest button on every row that opens the AI assistant in place. A collapsible chat panel now sits beside the list with starter prompts, filters are consolidated into a single Filters button, and the date windows track when Katalyst detected a signal rather than when the news broke, so fresh items stop disappearing from Today and This Week. How it helps: A rep covering 50 accounts opens Signals to thirty-plus items and, instead of paging through cards, sees them stacked by tier with four Critical at the top and a digest reading “six signals need a move today.” She clicks Plan my day and the assistant walks her through them in order; on the second, a leadership change, she hits Act without leaving the page and the draft is waiting. When she is unsure where to start she asks the chat panel “what should I act on first?” and gets a ranked answer grounded in her book. She narrows to This Week and yesterday’s funding signal is still there, tagged with when Katalyst detected it, rather than silently filtered out because the underlying news was three weeks old. What used to be scroll-and-guess is now a ranked queue she clears in ten minutes.

Smarter AI suggestions, now on the board

See and act on Katalyst’s AI suggestions wherever you work, and trust that what you see is worth acting on: suggestions now surface on kanban cards, stale ones disappear before they can overwrite your work, and the day’s real priorities rank themselves to the top. What it is: On the Opportunities board, every kanban card now shows its AI-active status and any pending field suggestions, with a highlight ring, a count, and a one-line preview, plus a Review popover to accept or reject inline; a Highlight AI-active toggle dims deals without coverage so a manager can read the gaps at a glance. In the Actions queue, stale field suggestions are hidden automatically once the field has changed, email drafts are grouped and highlighted at the top, auto-logged tasks show as read-only confirmations instead of fake decisions, and the queue defaults to grouping by opportunity. On Home, the Do This Now rail pins today’s meetings with a View brief button, shows every hygiene condition on a deal at once (Closing Risk, Going Cold, and No Next Step together), and ranks by a stakes score that weighs deal size, inactivity, and close-date proximity. How it helps: A rep working her board on Monday sees three cards ringed and badged, each with a preview of the suggested change; she reviews two from the popover without ever opening the deals and leaves the third. Her manager flips on Highlight AI-active and instantly sees which six Negotiation deals have no AI coverage. Over in Actions, a suggestion she would have accepted last week, now stale because she updated that close date herself on Friday, is simply gone, so she cannot overwrite her own newer value by reflex. And when she lands on Home, her 10 AM with a pre-meeting brief is pinned to the top of Do This Now with a View brief button, above a deal flagged Closing Risk and No Next Step at the same time rather than one problem at a time. The suggestions meet her where she already works instead of making her go find them.

Connector security

Hardening across the integration connectors:

Full Salesforce revocation on disconnect : disconnecting or switching your Salesforce account now invalidates the old credentials at Salesforce, not just inside Katalyst, so the connection is truly terminated end to end.
Slack connection protected against takeover : the Slack link flow now uses a short-lived, one-time secret, so only the person who started a connection can complete it, and replayed links are blocked.
Credentials kept off the browser : integration tokens and API keys for Slack, Fireflies, and Circleback are no longer sent to the browser on connection-status checks; they stay on the server.

Platform essentials

Quality-of-life fixes across the platform:

Notetaker keeps up with reschedules : the notetaker now tracks meeting reschedules and joins at the new time, arrives 2 minutes early, and waits up to 40 minutes for late starts, so fewer calls go uncaptured; a calendar sync also repairs any bots that were missed during an outage.
Read emails inside the deal : click any email in a deal’s activity timeline to read its full content in place, without switching to Salesforce.
Sharper competitor detection : Account Plan competitor results now filter out partners and suppliers and return realistic head-to-head alternatives, and closed or lost deals are no longer flagged as at-risk in chat answers.
Notion reconnect prompt : an expired Notion connection now shows as disconnected with a reconnect banner instead of silently failing.
Sign-in logo links home : the Katalyst logo on the sign-in and sign-up pages now links to the marketing site.

Per-plan chat limits and upgrade prompts

Know where you stand on chat before you hit a wall: each plan now includes a monthly conversation limit and a per-conversation message cap, surfaced live in the composer with a clear upgrade path when you reach them. What it is: Chat usage is metered per plan, a monthly cap on how many conversations you can start and a per-conversation message cap, shared across every chat surface (home, deals, accounts, contacts, and meetings). The composer shows your active plan and a running count of chats and messages remaining, and when a limit is reached a contextual banner explains which one and links to upgrade. Buttons and quick-prompt chips disable with a tooltip when a cap is active. How it helps: A rep on a Core plan leans on chat hard during a heavy prospecting week. Rather than discovering a wall mid-question, she watches the composer count down her remaining conversations, so she spends the last few on her biggest deals instead of routine lookups. When she does reach the monthly cap, a banner tells her exactly that, distinguishes it from a per-conversation cap, and offers the upgrade her manager had already approved. She is never left staring at a generic error wondering what went wrong.

Billing and pipeline essentials

Quality-of-life improvements to billing and the pipeline:

Automatic add-on credits : admins can let Katalyst top up credits automatically when the monthly allowance runs out, up to a spending cap they set, so AI features keep running.
Buy credits with card on file : purchase credit packs in one click using the card already saved, from Billing, the Usage page, or the out-of-credits dialog.
Access and payment safeguards : a warning banner when a payment fails, a clear message when all seats are taken, and admin-only control over org-wide AI features.
Accurate owner filtering : filtering opportunities by My or a teammate now returns a complete, correctly paginated list every time.
Reliable out-of-credits prompts : running low now consistently shows the top-up prompt across account plans, email drafts, and contact research instead of a generic error.

The credits section of the Billing page, showing monthly plan credits spent first beside never-expiring add-on credits, a saved card on file with Manage card and Buy credits buttons, and an auto-recharge panel with a monthly spending limit, a shared-pool or per-member-caps choice, and per-member ceilings. — Credits on the Billing page: card on file, one-click Buy credits, and auto-recharge with a monthly cap

June 29th, 2026

”Your Move” on signal cards

Never wonder what to do with a signal: each signal card now spells out your recommended next move, why it is timely, and a one-click Take action that hands the whole context to the AI to execute. What it is: Signal cards gain a Your Move section with a specific recommended action, the reason it matters now, and a Take action button that opens the AI assistant pre-loaded with the signal’s context so it can draft the email or update the deal right away. Signals without a specific play show a Generate suggestion button instead, so there is always a path forward. The Do This Now priority list also surfaces the recommended move as a second line under each signal. How it helps: A rep covering a healthcare account sees a signal that the prospect just posted three senior engineering roles. Instead of reading the news and moving on, the card’s Your Move section tells her to tie the hiring push to the scaling concern her champion raised, notes that the 48 hours after a hiring surge are the warmest window, and offers Take action. One click opens the assistant already holding the signal, and it drafts an outreach note built around that exact context. The signal goes from something she noticed to something she acted on in under a minute.

The Do This Now list on the Home surface, prioritised by Katalyst, where each row shows a signal tagged with its deal, stage, amount and signal type, a line explaining what the signal means, and beneath it the recommended move in full, with a Take action button and a Dismiss link on the right. — The recommended move also rides along in Do This Now, one line under each signal, with Take action beside it

Research and setup essentials

Quality-of-life improvements to research and setup:

Automatic account plans : account plans now generate on their own whenever an account is created or synced from your CRM, so the strategic view is ready without anyone clicking Generate.
Calendar auto-sync on connect : connecting Google Calendar or Outlook during onboarding pulls your meetings in immediately, with no manual sync afterward.

The Account Plan sub-tab of an account, showing a generated plan with a Last generated timestamp and Refresh plan button, a summary row of fit, ARR, products and competitors, an About passage, and the start of the strategic challenges section. — An account plan already generated on the account, with no manual Generate step

AI-active coverage and plan limits

Decide exactly which deals Katalyst’s AI works on, and see clearly what each plan unlocks: an AI-active coverage control plus consistent plan-based limits across records, signals, and premium features. What it is: A new AI-active coverage page in Settings lets admins choose which opportunities get AI suggestions, drafts, and insights, with a counter of slots used versus available; making an opportunity AI-active automatically covers its linked account and contacts at no extra cost. Plan limits now apply consistently: auto-created records from meetings are capped by tier (Starter 5, Core 20, Agent and Enterprise unlimited), signal types show a lock badge when they need a higher plan, and premium features like pre-meeting briefs and Slack are gated to Core and above. Locked items show an upgrade path and unlock retroactively when the org upgrades. How it helps: An admin on a Starter plan piloting Katalyst wants the AI focused on the ten deals that matter this quarter rather than spread thin. On the coverage page she marks those ten opportunities AI-active, watches the linked accounts and contacts get pulled in for free, and sees eight of her slots used. When a meeting spins up an eleventh auto-detected deal, it appears locked with a clear upgrade prompt instead of silently vanishing, so she knows exactly what upgrading would buy her. She also sees which signal types sit behind Core, so the plan conversation with her manager is grounded in specifics rather than guesswork.

The AI-active coverage page in Settings, showing an Opportunities card reading 30 of 100 chosen alongside Linked accounts and Linked contacts cards auto-included at no cost, above a checkbox list of opportunities with account, owner, record type, amount and last activity columns. — The AI-active coverage page: choose your opportunities, and linked accounts and contacts come along free

Plans and billing

Manage your whole subscription inside Katalyst: four plan tiers with live pricing, in-app upgrades and downgrades with a cost preview, and card, invoice, and cancellation handling through a secure portal. What it is: The rebuilt Plans page shows all four tiers (Starter, Core, Agent, Enterprise) with live pricing, a monthly/annual toggle, and buttons that reflect your current plan (upgrade, downgrade, or current plan). Changing plans opens a modal that shows the exact cost or credit before you confirm: upgrades take effect immediately, downgrades are scheduled for the end of the period. The Billing page shows your active plan, renewal date, and full invoice history with PDF downloads, and a single Manage billing button opens a secure portal to update your card, cancel, or reactivate. Billing actions are limited to admins, and the seat selector clamps to your plan’s maximum with the ceiling labeled inline. How it helps: The admin at a 25-rep team decides to move from Core to Agent midway through the quarter. She opens Plans, toggles to annual to compare, and clicks upgrade; the modal shows the exact prorated charge before she confirms, so nothing surprises her on the invoice. The change takes effect immediately, and when finance asks for documentation she pulls the last three invoices as PDFs from the Billing page without opening a support ticket. A month later she updates the company card in one click through the secure portal rather than emailing Katalyst. What used to mean a back-and-forth with the vendor is now self-serve.

The Plans page with a monthly and annual toggle, a platform coverage row setting org-wide AI-active opportunities, three seat tiers (Starter, Core marked most popular, and Agent marked current) each listing what it includes, an Enterprise band, and a Your plan change panel breaking out platform cost plus seats into a total with a seat stepper capped at the plan maximum. — The Plans page: platform coverage plus per-seat tiers, with a live cost estimate

June 22nd, 2026

Chat-driven onboarding with Kai

Set up Katalyst by chatting instead of grinding through a form wizard: a conversational assistant named Kai walks you through every connection and preference, with a live progress rail and automatic resume if you step away. What it is: Onboarding is now a guided conversation with Kai rather than a multi-step form. A progress rail marks each step as done, in progress, or upcoming, completed steps stay clickable to revisit, and setup resumes from the right place if you leave and come back. The flow walks through organization, Salesforce, email, calendar, meetings, a signals-selection step (enable up to six types, common ones like funding, hiring, and leadership pre-selected and drag-to-reorder), and an AI-generated company profile. How it helps: A new rep signing into Katalyst for the first time meets Kai in a conversation rather than a setup form. As she connects Salesforce and her inbox, Kai acknowledges each piece and explains what it will do with it, so onboarding feels like briefing a new teammate rather than configuring software. When she is unsure whether Katalyst will cover her renewal deals or how buying signals get surfaced, she asks in the same thread and gets an answer on the spot, so she reaches her workspace already understanding what the product will do for her. She still moves through every step, from connections to a signals selection she tunes and a company profile she confirms, but the conversation itself has done the quiet work of building her confidence in the agent she is about to rely on.

The Kai onboarding conversation with the step progress rail on the right

Meeting-sourced opportunity suggestions in Actions

Turn what a meeting revealed into CRM records without leaving your queue: when Katalyst detects a new deal or a link to an existing one from a meeting, the suggestion lands in the Actions inbox with the proposed Salesforce records and one-click sync. What it is: Meeting-sourced deal suggestions (create a new opportunity, link a contact, or link to an existing deal) now appear as rows in the Actions queue, each labeled with the meeting it came from. Expanding a row shows the exact Salesforce records that would be created and a plain-language reason, and accepting syncs in the background with a status indicator and a retry if the sync fails. Bulk accept and reject work across these alongside field-update suggestions, and only the most recent suggestion per meeting is shown. How it helps: A rep wraps a discovery call where the prospect mentions a second business unit evaluating the product. An hour later the Actions queue shows a suggestion sourced from that meeting: create a new opportunity for the unit, attach the two contacts who were on the call, and link them to the account. She expands it, reads the three Salesforce writes and the reasoning, and hits accept. A syncing indicator runs while the records are created in the background, so she moves to the next row without waiting. What used to be a post-call detour into Salesforce to stand up a deal and add contacts is now one approval in the inbox she already works.

A row in the Actions queue titled New opportunity, sourced from a named meeting and marked Needs review, expanded to show three proposed Salesforce records (link an existing contact, create the opportunity, add the contact to it) each marked Pending, alongside a Why this was suggested passage, with Accept and Reject buttons. — A meeting-sourced opportunity suggestion expanded in the Actions queue, awaiting review

An accepted meeting-sourced suggestion in the Actions queue, now marked Created, with its six proposed Salesforce records (create account, two contacts, the opportunity, and two contact links) each showing a green Synced badge beside the AI's reasoning. — The same suggestion after accepting: every proposed record written to Salesforce and marked Synced

Direct-send email drafting

Stop copying AI drafts into a separate compose window: review and edit a drafted email in Katalyst, then save it straight to your Gmail or Outlook with one click. What it is: The email draft modal now saves the finished draft directly to your Gmail or Outlook mailbox, with no copy-paste into a separate compose window. It autosaves as you edit, adds a Cc field (pre-filled when the AI suggests extra recipients), and tucks email type, tone, and length controls into a collapsible panel. When the draft saves, a notification links straight to it in your mailbox. How it helps: A rep finishing her morning follow-ups asks Katalyst to draft a re-engagement note to a champion who went quiet. She tweaks two sentences, sets the tone to warm and the length to short, adds the economic buyer to Cc from the AI’s suggestion, and clicks save. The draft lands in her Gmail Drafts folder, and the confirmation links her straight to it for a final read before she sends. Across ten follow-ups that morning she never once leaves Katalyst to open a compose window or paste text between tabs.

Platform essentials

Quality-of-life improvements across the platform:

Notetaker bot control : paste any meeting link to send the notetaker to an ad-hoc meeting, or remove a specific scheduled bot without disconnecting the calendar.
Smarter notification toasts : pop-ups pause their countdown while you are away and resume when you return, and unacted high-priority suggestions re-surface so nothing is missed.
Reorder table columns : drag any column header to reorder it on Opportunities, Accounts, and Contacts, with your preferred order remembered between sessions.
Live Salesforce dropdowns : deal, account, and contact dropdowns pull current options live from Salesforce, and AI suggestions only propose values Salesforce still accepts.
Rename your org inline : admins can rename the organization and upload, change, or remove its logo from the Manage Team page.
Structured answer cards : informational chat answers render as structured cards with ranked lists and key metrics for faster scanning.

June 15th, 2026

One-click next steps and clarification prompts

Stop retyping what to do next after every answer, and stop getting a guessed-wrong reply when you meant a different deal: the chat now offers one-click next steps after each response and asks a structured question when it needs to know which record you mean. What it is: After any answer in the Home chat, a row of “Do this now” buttons offers the recommended next step in one click. When the assistant needs to disambiguate, a clarification panel appears above the composer with clearly labeled choices and an “Other” field for a custom answer, and the reasoning panel that shows the assistant’s thinking gets a cleaner look. How it helps: A rep managing 60 open deals asks the chat to catch her up on a stalled account. The answer lands with three “Do this now” buttons under it: draft a re-engagement email, log a follow-up task, and open the deal. She clicks draft and the email opens without her typing a follow-up request. A minute later she asks to update the next step on “the Apex deal” and, because two of her accounts are named Apex, the assistant shows a clarification panel with both deals labeled by amount and stage instead of picking one and being wrong. She taps the right one and the update proceeds. The old loop meant typing out each follow-up in full and re-asking whenever the assistant guessed the wrong record.

Deal coaching in chat

Get told the single most important move on a deal, not just a data dump: when you ask the chat about a specific opportunity, it now names the highest-priority next action grounded in proven sales methodology and surfaces your account plan’s key angles right in the deal snapshot. What it is: When you ask about a specific deal, the Home chat identifies the highest-priority action based on where the deal actually stands, grounded in established sales methodologies (MEDDPICC, Challenger, JOLT, and others) rather than summarizing the data. When an account plan exists for the account, its highlights appear directly in the deal snapshot: the top challenge, the recommended pitch angle, and the expected business impact. How it helps: A rep with a $180K deal stuck in Negotiation asks the chat what to do next. Instead of restating the stage and close date, the answer leads with one move: confirm the economic buyer’s sign-off before the quarter closes, because the methodology flags an unverified decision-maker as the deal’s biggest risk. The deal snapshot alongside it shows the account plan’s top challenge, a competing incumbent, next to the recommended pitch angle and the projected impact, so she frames the follow-up around the angle that matters. She acts on the one thing that moves the deal instead of guessing among five. Before this, the chat would summarize what she already knew and leave the prioritization to her.

The Home chat answering a question about a deal: a summary naming the stage, amount, days past close date, champion and economic buyer, a bolded Most important next move, a Deal snapshot card with an Open link, and a Do this now row offering follow-up actions. — The chat leading with the most important next move on a deal, with a deal snapshot and one-click next steps

Deal panels in chat

Stop reading pipeline answers as walls of text: the assistant now renders your pipeline and each deal as interactive panels alongside the conversation, so you can scan risk and drill into a deal without leaving the thread. What it is: On the Home chat, informational answers can render in the right panel as a ranked, scrollable list of deal cards or a full deal snapshot covering stage, amount, close date, champion and economic buyer, blockers, action items, AI recommendations, and recent signals. Deal cards and snapshots carry color-coded flags for overdue, stale, and closing-soon deals, and a back button returns from a snapshot to the pipeline list. How it helps: A rep covering 70 open deals opens Home and asks which deals are at risk. Instead of a text list, the right panel returns a ranked stack of deal cards, three flagged red for stale activity and two amber for a close date inside two weeks. She clicks the top card and the snapshot lays out the stage, the $240K amount, the champion and the economic buyer, two open blockers, and the latest signal, then she jumps straight to the deal with one click. What used to be a paragraph of prose she had to parse and cross-check against Salesforce is now a scannable panel she can act on in place.

The Home chat with the question Show overdue deals on the left and a Pipeline view panel on the right listing deals ranked oldest first, each card showing the account, stage chip, a red Overdue flag, days overdue, and amount, with an Open Pipeline Hygiene link at the foot. — The chat right panel rendering the pipeline as a ranked list of deal cards with risk flags

June 8th, 2026

Bulk actions

Clear a stack of obviously-right AI suggestions in one move: a multi-select checkbox column with a floating Approve and Reject bar that fans the writes out to Salesforce in bounded batches, with per-row success or failure reported back so a single bad row never rolls back the good ones. What it is: A row-level checkbox column on the Actions queue plus a floating bottom bar that appears when one or more rows are selected. Bulk Approve fans the underlying CRM writes out in batches of five so rate limits and timeouts never abort the batch. How it helps: A rep covering 60 mid-market healthcare accounts opens the Actions queue on a Monday morning to 22 pending field-update suggestions: refined Next Steps on twelve Negotiation deals, revised close dates on seven where the buying committee slipped a week, and three corrected champion contacts. She scans the page, expands two of the close-date rows to read the reasoning, then checkboxes the eighteen she trusts and hits Approve 18. The bar fans the Salesforce writes out in batches of five, a toast lands with Approved 18 actions, and the four she paused on stay highlighted for a closer look. Two minutes for what used to be eighteen one-by-one accepts across the Opportunities table.

The Actions queue with eighteen rows checkbox-selected and the floating Bulk Action Bar at the bottom of the page, showing the eighteen-selected volt-tint count chip, the Select all visible and Deselect all text buttons, and the Approve 18 and Reject buttons. — Bulk action bar floating above the Actions queue with eighteen rows selected

Action detail

See exactly what the AI wants to change and why before you say yes: every row in the Actions queue expands in place into a two-pane drawer that lays out the proposed change on one side and the reasoning on the other, without ever leaving the inbox. What it is: An inline drawer that opens below any row in the Actions queue when you click the title or the chevron. The left pane renders the proposed change shape: a strike-through old to new field diff for a field update, the recipients and key points for an email draft, or the description and due date for a task. The right pane carries the AI’s plain-English reasoning for why the change was suggested. How it helps: A rep prepping for a Tuesday account review opens the Actions queue and lands on a pending field update titled “Update Next Step” on her largest Negotiation deal. The row alone tells her there is a proposal; one click expands the drawer to reveal the current value “Schedule security review with InfoSec” struck through, the proposed “Confirm budget owner sign-off before EOW” on a volt chip, and a three-sentence reasoning that names the late-Friday email the procurement lead sent. She accepts inline, watches the row clear, expands the next row, rejects an email draft after reading the proposed Cc list, and works through the page in five minutes. Without the drawer the same review would have meant opening the deal page, the activity log, and her inbox for every row.

Actions

Triage every AI-suggested CRM write in one inbox-shaped queue: a new top-level tab that consolidates the drafted emails, field updates, and AI-created tasks Katalyst surfaces across the platform into one paginated, searchable, multi-select list with Accept and Reject inline on every row. What it is: A new top-level Actions tab in the side nav that consolidates every pending AI suggestion across the AE’s deals into a paginated, searchable queue with To Review, Approved, and Rejected tabs. Every row carries Accept and Reject inline; resolving here propagates to every other surface that displays the same suggestion. How it helps: A rep covering 80 active deals opens the Actions tab on a Monday after a week of customer meetings. The To Review tab reads 27: nineteen field-update suggestions across her Negotiation and Proposal deals, five AI-created follow-up tasks on Discovery accounts, and three drafted outreach emails awaiting send. She types “Bank of America” into the search and the page narrows to the seven BoA-related rows. She accepts five inline, expands the sixth to read the proposed close-date shift, rejects it as too aggressive, and opens the seventh’s drafted email in Gmail via the View full draft link. Twelve minutes from open to a fully-triaged BoA stack, where the old loop meant the Opportunities table, the per-account Activity History, three browser tabs, and a guess at what the AI had queued since Friday.

June 1st, 2026

Home essentials

Quality-of-life features that round out the Home tab, so the landing surface is a productive first move whether the AE has a question to ask or a recommended action waiting:

Suggested prompts : four starter chips above the composer (Compute pipeline value, Hygiene score breakdown, Deals at risk, Catch me up since yesterday). Tap one and the question lands in the chat with the right framing already loaded.
Time-aware greeting : a Good morning / afternoon / evening line keyed to the AE’s local clock and first name, with today’s date next to it.
Pipeline stats rail : open pipeline value, deal count, and a team-wide hygiene score on the right rail, with hover-revealed breakdowns of top deals and which hygiene rules pulled the score down. The number matches the Pipeline Hygiene dashboard exactly.
Upcoming meetings rail : a today-and-forward strip of the next few calls with a Ready, Drafting, or Needs prep tag per row, a forward-only day stepper, and hover-revealed previews of the linked opportunity and brief.
Chat history : every past Home conversation persists, sorted by most recent activity, opened from a hover-revealed popover next to the greeting and from the chat header. New chat resets the surface in one click.
Reasoning trace and response feedback : every assistant message shows a live Reasoning ticker that collapses to Thought for Ns once the answer starts, with copy and thumbs-up or thumbs-down chips under the response.

The Home tab in empty state showing the greeting line, suggested prompt chips, Do This Now card, and the right-rail stack of pipeline stats and upcoming meetings cards. — Home tab landing view with the right-rail insight cards

Contacts essentials

Quality-of-life features that round out the Contacts table: find the person you need fast, narrow the table to the slice that matters, and jump from any email into a company-aware draft.

Real-time search : a search bar above the table that matches the contact’s display name as you type. Find any contact in a couple of keystrokes without losing your record-type filter.
Record Type filter : narrow the table to a single Salesforce contact record type, or keep all in view. Picklists on the resulting rows open instantly thanks to a warmed cache.
Draft email from the Email cell : every contact whose row carries both an email and a linked account renders the email as a clickable button that opens the Draft Email modal pre-filled with the address and scoped to the parent account. Jump from scanning to drafting without leaving the table.

The top bar of the Contacts table showing the search input, Record Type filter, and Create Contact button, with one contact row's Email cell open into the Draft Email modal. — Contacts table toolbar plus the Email cell draft entry point

Opportunities essentials

Quality-of-life features that round out the Opportunities table: find the deal you need fast, narrow to the slice that matters, control which columns appear, and snap back to the pipeline views you live in.

Real-time search : a search bar above the table that filters by deal name as you type, with a Cmd / Ctrl + / shortcut to jump straight to it from anywhere on the page.
Mine / All owner filter : a single toggle that flips the table between every deal you own and the whole team’s book.
Record Type filter : narrow the table to a single Salesforce record type, or keep all in view.
Column management : show, hide, and reorder the Salesforce-mirrored and Katalyst AI column groups from a single dropdown. Each header also exposes Update Instruction and Delete, with a built-in test panel that previews what AI Suggestions would propose for the field before the prompt ships to the whole pipeline.
Add column : define a custom AI-driven column by writing a natural-language instruction (e.g. “Summarize the current state of the procurement review for this deal”). Choose Add and Run to fire the research agent across every row immediately, or Add column to define the surface and fill cells on demand.
Saved Views : a left-rail sidebar of named pipeline slices that captures hidden columns, filters, owner scope, and grouping in one click. Reps save “Closing this quarter, mine” or “Pushed past close date” once and snap back to the same configuration every morning.

The top bar of the Opportunities table showing the search input, Mine / All owner filter, Record Type filter, Column Settings dropdown, and the Add Column dialog open over the table. — Opportunities table toolbar with the Add Column flow open

May 25th, 2026

CRM Settings essentials

Quality-of-life features that round out the CRM Settings surface, so admins can tune the Salesforce-to-Katalyst sync without leaving the page:

Live field discovery : the Add Field picker queries Salesforce for the entity’s full field list every time it opens, with type-to-search and a small SF read-only tag chip on fields Salesforce marks non-updateable.
Per-field permission dropdown : flip any synced field between Manual update only, AI suggestion, and Read only on click, with the change reflected on the table cell overlay within a frame.
Record Type filter for opportunities : constrain the sync to a chosen set of Salesforce record types so the team only sees the slice that matters, guarded by a Yes Re-sync confirmation dialog because the action deletes existing rows before re-pulling.
Org-wide change confirmations : every Add Field, Remove Field, and Re-sync click opens a confirm dialog naming the org-wide impact, so a single misclick never silently propagates.
15-field sync cap per entity : the synced field count is shown as N of 15 next to the entity title, with the Add Field button auto-disabled at the cap so tables stay legible.
Read-only Opportunity Contact Role card : a fourth card at the bottom of the page lists the five Salesforce-defined Contact Role fields synced into Key People, all marked Read only and Required, so admins can see what is flowing without being able to change it.

The CRM Settings Add Field dialog open over the Opportunities Mapping card, with the live Salesforce field picker showing standard fields, custom fields with API names, and the SF read-only tag chip on formula and audit fields, plus the Permission dropdown with Manual update only, AI suggestion, and Read only options. — Add Field dialog open over the CRM Settings page with the live Salesforce schema list and the SF read-only tag chips

Opportunity kanban

Move a deal forward with one gesture: a stage-based board layout of your pipeline, with currency totals at the top of every lane and drag-to-progress writes that round-trip back to Salesforce. What it is: A board layout for the Opportunities tab, switched on from the toolbar Layout toggle. Lanes are seeded from the live Salesforce Stage picklist for the active record type, and each card carries the deal name, account chip, amount in the deal’s own currency, owner avatar, and a close-date pill that goes red when overdue. Dragging a card to a new lane writes the stage change back to Salesforce in a single round-trip, with revert on permission denial or rejection. How it helps: A rep covering 60 open deals across two record types opens her pipeline on a Monday and flips to Board. The Negotiation lane shows three deals totalling $480,000, the Proposal lane four deals at $310,000, and the Discovery lane fourteen at $1.2M. She drags a stalled Proposal back into Negotiation, drops a Discovery deal forward into Value Proposition, and watches both moves land in Salesforce by the time she scrolls to her next lane. Six minutes for a portfolio review that used to require a Salesforce kanban report, a spreadsheet, and three browser tabs.

Opportunities tab in Board layout

Post-meeting Action Plan

End every customer call with the CRM hygiene already drafted: an AI flow that reads the meeting, recognizes the new accounts, opportunities, and contacts that came up, and proposes the Salesforce writes for you to review in one pass. What it is: A card on the meeting workspace that surfaces the accounts, opportunities, and contacts Katalyst recognized from the call, with a queue of proposed Salesforce writes ready for Approve & Sync, Review, or Reject in one pass. Ambiguous matches route into an inline review panel before sync. How it helps: A rep wraps a discovery with a mid-market healthcare prospect who introduces two new champions and confirms a second product line is in scope. The meeting ends, and the workspace lands her on a card titled “Drafted a new opportunity for the prospect’s account,” with the account chip, the proposed opportunity chip, a three-line reasoning, and four queued Salesforce writes: create the account, create the opportunity, attach the two new contacts, link the meeting. She clicks Approve & Sync, watches the live timeline tick through each write, and is back in her pipeline 45 seconds later with everything in place. The old version of that workflow was a Salesforce tab, two contact creates, a manual opportunity stand-up, and a Slack message to her manager so she would not forget.

May 18th, 2026

Toast notifications

Catch every deal-moving event in the moment it fires, without breaking the page you are on: a bottom-right card stack that pops new signals, drafted emails, field suggestions, meeting summaries, and pre-briefs as they arrive, with inline Accept or Reject on the ones that need a decision. What it is: A live card deck anchored above the command bar at the bottom-right of every page, showing up to three notifications at a time with the newest in front. Standard rows auto-dismiss after 30 seconds with a countdown bar and a close button, high-stakes rows carry a warning-tinted border, hold for 5 minutes, and force an inline decision instead of a close. How it helps: A rep covering 40 mid-market healthcare accounts is mid-call when Katalyst proposes setting the Next Step on a Negotiation deal to “Confirm budget owner before Friday.” A warning-bordered toast lands in the bottom-right with the deal name, a Review chip, and a Dismiss chip. She hovers to pause the timer, clicks Review to reveal “NextStep arrow Confirm budget owner before Friday” in a navy box, hits Accept, and the suggestion writes to Salesforce without her ever leaving the meeting workspace. Two minutes later a standard-tier toast pops with a new acquisition signal on a target account: she reads the headline, lets the 30-second timer expire, and trusts the row is waiting in the bell if she wants it after the call. The old loop would have been a Salesforce tab, a manual edit, and a context switch back to the call she was supposedly running.

A toast notification anchored in the bottom-right corner of a Katalyst page, warning-bordered and titled Field update suggestion on Salesforce with an awaiting-your-review sub-line, carrying Review and Dismiss chips, with a second toast card stacked behind it. — A toast landing in the bottom-right corner with an inline decision to make

Notification bell

One place to scan everything Katalyst surfaced for you: a top-right bell that unifies every signal, AI action, and pending review into a single popover, with inline Accept or Reject on every high-stakes row. What it is: A top-right bell with a count badge for new-since-last-open notifications, opening a popover with This session and Missed tabs. High-stakes rows expand inline to Accept or Reject without leaving the page. How it helps: A rep with 60 active deals signs in Monday morning to a bell badge reading 8. She opens the popover and lands on Missed: an Actions card with five pending rows (two AI-drafted outreach emails, two field-update suggestions on Negotiation deals, one auto-created follow-up task), an Accounts card with two enrichment suggestions, and a Signals card with twelve new arrivals since Friday. She expands Actions, clicks Review on the first field update, sees “Stage arrow Proposal Sent” in the navy box, accepts it, watches the row clear, and works through the next four in under three minutes. The signals card she leaves for after coffee. Twelve minutes to triage what would have been a Salesforce tab, two Gmail searches, a Slack scroll, and a guess at what the AI did over the weekend.

May 11th, 2026

Custom signal types

Watch for the categories you cover, not just the ones we curate: a Create custom signal button on Signals Settings lets you add bespoke types (with a name and description), reorder them alongside the defaults, and edit or delete from the same row. What it is: A header affordance on Signals Settings opening a name + description dialog. Saved custom types render in the sortable list with pencil and trash affordances, share the 6-active cap as defaults, and persist via the same auto-save path. How it helps: A rep covering 40 mid-market cybersecurity accounts wants to track a category Katalyst’s curated 14 don’t cover: SOC 2 attestation renewals. She lands on Signals Settings, hits Create custom signal, names it SOC 2 renewals with a one-line description, and the new type slots in at the top of her sortable list, enabled by default, counting against her 5 / 6 enabled chip. A drag pushes it below Leadership and Acquisition, the priority auto-saves, and her next 8 AM fetch starts surfacing SOC 2-related items. Two days later she edits the description for clarity from the pencil icon, no second trip to the page header needed. Before custom types, a watch-list category outside the canonical 14 was an email-filter rule and a hope.

The Signal Types & Relevance card with one custom signal row tinted ghost-blue, pencil and trash icons to the left of the Switch, and the N of 6 enabled chip visible in the card header. — Custom signal type in the Signal Types & Relevance card, tinted, with pencil and trash affordances

Pre-meeting brief

Walk into every call already prepped: an AI brief on the meeting workspace that picks the right shape for what you are about to walk into, whether it is a pipeline meeting, a champion catch-up, or a cold first call. What it is: A brief block on the upcoming-meeting view that returns a context-aware summary tailored to the meeting type, whether it’s anchored to a pipeline opportunity, a champion catch-up, or a cold first touch. How it helps: A rep covering 60 active deals has a 10 AM check-in with the champion on her largest Negotiation. She opens the meeting at 9:55 and the brief leads with the deal’s stage, the open amount, the close date, and the last meaningful touchpoint, before naming the two points the champion raised on the previous call. Five minutes later she joins the meeting with the right opener and a sense of what to push on. Without the brief she would have flipped between Salesforce, the last meeting’s summary, and a hurried scroll through her notes.

May 4th, 2026

Do This Now

End the “where do I even start” minute every morning: a prioritized rail of the highest-leverage moves across the AE’s whole book, each with a one-tap chat prompt to act on it. What it is: A prioritized rail on the Home tab that merges the highest-priority deal signals with the most-slipping hygiene rules across every opportunity in the AE’s book. Each row carries a single CTA that opens a tailored chat prompt to act on it. How it helps: A rep covering 60 active deals lands on Home at 8:30 AM. The top row flags a buying signal on a Negotiation account (a new VP of Clinical AI just posted a hiring listing), the second row flags a closing-risk hygiene rule on a Proposal deal whose close date slipped past Friday, the third row flags a Discovery deal with no Next Step set. She taps Generate outreach on the first, lands in a chat with a draft referencing the hiring signal, and accepts the field updates the chat proposes for the second deal without leaving the surface. Six minutes to the three highest-leverage moves of the day, where the old loop meant a Salesforce report, a Slack scroll, and three separate per-deal page-opens.

Agent Actions

Decide for yourself how autonomous Katalyst is on each kind of CRM write: a per-user permissions card that flips every action type between Always Allow, Needs Approval, and Blocked, with the choice propagating instantly to the Bell, the Actions queue, and the per-cell suggestion overlay. What it is: A per-user permissions card inside Agent Setup with four action-type rows: Create Salesforce Records, Draft Emails, Log Activities to Salesforce, and Update CRM Fields. Each row carries a radio toggle with the legal modes for that action type, and selection saves optimistically against the user’s settings without an org-wide dialog. How it helps: A rep covering 40 mid-market healthcare accounts joins a team that runs Always Allow on field updates and is uncomfortable with the agent writing to Salesforce on her behalf yet. She opens Agent Actions, flips Update CRM Fields from Always Allow to Needs Approval, and watches a toast confirm. The next stage-change proposal on her largest deal shows up as a pending row on the Actions queue and as a live toast in the bottom-right, with the proposed Stage arrow Proposal Sent visible before the write fires; she accepts it inline. Two weeks later, after a hundred accepts in a row, she flips the toggle back to Always Allow. The same card lets a careful AE move slowly without holding the rest of the team back, and lets a confident AE turn the agent loose without negotiating with the admin.

April 27th, 2026

Research

Skip the LinkedIn rabbit hole before every prospect call: an AI-curated dossier per contact that turns minutes of research into a ready-to-use personalized opening. What it is: A sub-tab on the contact detail surface that returns an AI-curated persona dossier: a 30-second bio, conversation hooks, employment history, interests, and discussion topics. Available when the contact is linked to at least one opportunity in your pipeline. How it helps: A rep covering 40 mid-market healthcare accounts has a 10 AM discovery with a new VP of Clinical AI. She opens the Research tab at 9:55 and gets a 30-second bio, three conversation hooks tied to the VP’s recent paper on transformer safety, a five-job employment history, and four discussion topics keyed to the account’s likely budget cycle. Five minutes before the call she walks in with a personalized intro instead of a generic question. The same prep used to mean a LinkedIn deep-dive plus skimming the company blog plus pulling earnings transcripts.

Contact detail

Walk into every call knowing exactly who you are talking to: a two-column contact workspace that puts an AI chat canvas next to a tabbed view of the person’s CRM record, linked deals, recent activity, and a deep persona dossier. What it is: A two-column drill-in for any contact. The left column anchors a contact-scoped AI chat next to the contact’s header; the right column tabs through Overview, Research, and Notes. How it helps: A rep covering 40 mid-market healthcare accounts has a 10 AM call with a champion she has been working for months. She opens the contact at 9:55. The Overview tab shows the AI summary, three linked deals, recent meetings, and the contact’s editable CRM fields. She asks the left-column chat to surface the last objection the contact raised, updates the Next Step field inline, and drops a quick note in the Notes tab before joining the call. Five minutes from open to prepped, all in one place.

April 20th, 2026

Accounts essentials

Quality-of-life features that round out the Accounts surface: create new accounts, find what you’re looking for fast, focus the table on what matters, and pin the accounts you live in.

Create Account : create a new account directly inside Katalyst with auto-enrichment kicking off as soon as it’s saved, then synced to Salesforce.
Real-time search : a search bar above the table that matches across every column as you type. Find any account in seconds.
Record Type filter : narrow the table to US, Global non-US, or all record types with a single dropdown.
Star to favorite : pin an account to your side-nav Favorites for one-click access from anywhere in the app.

The top bar of the Accounts table showing the Create Account button, real-time search, and Record Type filter dropdown. — Accounts table top bar: Create Account, search, filter

Create Contact

Stand up a new contact without leaving the page: a Salesforce-faithful modal that creates the record, syncs it back to the table, and keeps your prep flow intact. What it is: A modal opened from the Create Contact button in the Contacts toolbar. Captures the Salesforce-faithful field set (name, account, role, contact info) and on save creates the record in Salesforce, polling until the new row lands back in the table. How it helps: A rep wraps a discovery call where a new champion gets introduced. From the Contacts tab she clicks Create Contact, fills in the name, account, title, and email, and saves. By the time she opens her next prep, the contact is in the table, ready to inherit her persona research and the Draft Email flow she runs from the Email cell. No Salesforce tab, no copy-paste, no broken context.

April 13th, 2026

Create New Opportunity

Stand up a new deal without leaving the page: a record-type-aware modal that creates the opportunity in Katalyst, writes it through to Salesforce, and lands you back on the same pipeline view ready to keep working. What it is: A modal opened from the Create Opportunity button in the Opportunities toolbar and from the Add opportunity action at the bottom of every kanban lane. It picks up the Salesforce record-type picker when more than one is in scope, renders the matching field set (including a typeahead Account lookup), and on save creates the record in Salesforce and polls until the new row lands back in the table. How it helps: A rep wraps a discovery call where the prospect confirms budget for a second product line. From the kanban Discovery lane she clicks Add opportunity, picks the right record type, fills in the deal name, account, amount, and close date, and saves. By the time she opens her next meeting, the new deal is sitting in the lane she added it to, synced to Salesforce, and ready to inherit her standard AI columns. No Salesforce tab, no copy-paste, no broken context.

Home

Open Katalyst and ask anything across your whole book of business: an AI chat landing surface that reasons over every opportunity, account, contact, signal, and meeting at once, with a right-rail of pipeline vitals and a recommended-action rail so the first move of the day takes a sentence instead of a tab shuffle. What it is: The top-level Home tab: a global AI chat across the AE’s whole pipeline, distinct from per-record chat panels. The landing surface pairs the chat with a Do This Now card of prioritized actions, four starter prompts, and a right rail of pipeline vitals and upcoming meetings. The chat can read across opportunities, accounts, contacts, signals, meetings, and the org knowledge wiki, and can take real Salesforce writes through the same agent. How it helps: A rep with 80 active deals signs in Monday morning. The greeting reads Good morning, then Do This Now flags a leadership change at a top account and a hygiene-slipping deal in Negotiation. 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 and two pending AI suggestions on her Negotiation deals, with the reasoning trace showing it pulled the activity timeline and the signals feed. She follows up with “draft a re-engagement note for the BoA deal referencing the security review concern”, accepts the draft into Gmail, and asks the chat to favorite the three highest-ARR Negotiation deals so the sidebar surfaces them. Twelve minutes from sign-in to a full Monday plan, where the same loop used to span Salesforce reports, Gmail, a LinkedIn tab, and the Pipeline Hygiene dashboard.

April 6th, 2026

Hygiene rules

Tune your team’s definition of “clean pipeline” without waiting on engineering: a configurable five-rule catalog with adjustable penalty weights, capped at a 100-point total so the math stays honest. What it is: A rule catalog on the Pipeline Hygiene tab covering close-date freshness, activity recency, deal amount, next step, and account linkage, with a per-rule penalty input and an on / off switch. Admins and managers edit the catalog; everyone else sees it read-only. How it helps: A sales manager onboarding a new pod decides the team should weigh next-step discipline more than account linkage this quarter. From the third KPI card on Pipeline Hygiene she opens the rule catalog, slides the “Next step is empty” penalty from 15 to 25, turns the “No account linked” rule off, and watches the totals tick to 95 of 100. Every score on the page recomputes in the same frame: the org headline drops three points, two reps move into the amber band, and the per-rep tables update their violation chips. Three minutes to redefine what “healthy” means for her team, where the previous loop would have meant a Salesforce report definition, an admin ticket, and a week of waiting for the dashboard to catch up.

Per-rep hygiene breakdown

Coach a slipping rep with the specific deals in hand: an AE drill-in that pairs a rolling-30-day score history with a worst-first table of every open deal pulling the number down. What it is: A per-AE detail surface reached by clicking any rep on the Pipeline Hygiene table. The view stacks a 30-day score-history line chart and a current-score card above a worst-first table of every open deal the rep owns, with a colored penalty chip cluster on every row. How it helps: A manager running a Friday pipeline review notices one rep covering 40 mid-market healthcare accounts has dropped from 82 to 61 over three weeks. She clicks the rep row, watches the history chart tick down with a hover-revealed note that “Stale activity” became the dominant active rule eight days ago, and scrolls to a worst-first deal table where the five lowest-scoring deals all carry “Stale” and “No next step” chips. Ten minutes later the one-on-one is scoped to four specific deals with two specific fixes, where the old loop meant a generic “your hygiene is slipping” message and an awkward back-and-forth.

Per-rep hygiene drill-in with score history, current score, and per-deal table

Pipeline Hygiene

Know exactly where the pipeline is leaking signal: a one-screen audit view that scores every open deal, rolls each rep into a colored hygiene badge, and exposes a Zero Board of dead-air deals one click away from triage. What it is: A top-level Pipeline Hygiene tab that scores every open opportunity against a five-rule deduction model, averages the result into a worst-first table of reps, and surfaces a Zero Board flat list of every deal scoring exactly zero across the org. The same score also powers the Home stats rail card and the per-deal hygiene badge on every opportunity page, so the number cannot drift between surfaces. How it helps: A sales manager running a 30-rep org opens Pipeline Hygiene on a Monday morning. The org headline reads 68 out of 100; the worst-first rep table puts three reps in the red band; the chip clusters tell her two of them are bleeding on stale activity and the third on overdue close dates. She flips into Zero Board, gets a flat list of nineteen open deals scoring zero across the org, clicks the largest to land on the opportunity page, and updates the next step inline. Five minutes from sign-in to a coaching plan for three reps and a save on one near-million-dollar deal, where the old loop meant a Salesforce hygiene report, a custom dashboard build, and a thirty-minute spreadsheet diff.

March 30th, 2026

Signals essentials

Quality-of-life features that round out the global Signals feed: narrow the noise to the slice you care about, pivot from portfolio scan to deal-by-deal prep, and catch new signals the moment they land.

Filters : type, score band, date, status, owner, and sort, all URL-bound so any filtered view is a bookmark. The Type dropdown only offers categories that actually exist in your current view, so you never pick a filter that returns zero.
Group by Opp : a one-click toggle that switches the feed from a flat chronological list into per-opportunity buckets, with the same signal card rendering in either mode. Useful right before a block of back-to-back deal prep.
Real-time arrival : new signals appear at the top of the feed within seconds of being generated, no manual refresh, powered by a Supabase broadcast scoped to your owned opportunities.

The top bar of the Signals feed showing the search input, filter row (Type, Status, Score, Date, Owner), Group by Opp toggle, and Sort control. — Signals feed top bar: search, filter row, group toggle, and sort

Contacts

The home for every person in your book of business: a Salesforce-synced contacts table that sits alongside Accounts and Opportunities as the third top-level surface, where each row drills into a two-column research workspace per contact. What it is: A top-level Contacts tab listing every person in your CRM as a resizable, inline-editable table with bidirectional Salesforce sync. Email cells double as one-click entry points into a context-aware Draft Email modal, and any row drills into a two-column research workspace. How it helps: A rep with 300 synced contacts opens Contacts on a Monday morning between calls. She types two letters into the search box and lands on the person she has a meeting with in an hour. The contact’s Email cell shows up as a navy-styled button, she clicks it, the Draft Email modal opens already scoped to the account, and the rep sends a quick follow-up to last week’s thread before opening the detail page for the longer prep. Three minutes for what used to mean bouncing between Salesforce, Gmail, and a LinkedIn tab.

March 23rd, 2026

Meeting detail

Land on every meeting with the whole record laid out: a workspace that pulls the summary, the speaker-attributed transcript, the Katalyst-proposed follow-up actions, and a meeting-scoped chat into one view, with the linked opportunity always one click away. What it is: The per-meeting workspace that opens from any meeting in the timeline. Upcoming meetings show the pre-brief and attendees; past meetings show the AI summary, the searchable transcript, the queue of AI-proposed follow-ups, and a meeting-scoped chat on the right. How it helps: A rep prepping for a Tuesday follow-up opens the previous week’s discovery call. The summary lands her on the Action Items section in two clicks via the section navigator; the transcript search jumps her to the exact moment the buyer named a budget cycle; Katalyst surfaces three drafted follow-ups, two field updates, and a task to schedule the security review, each with the AI’s reasoning inline. She accepts two drafts, rejects one, updates the Next Step, and asks the right-pane chat “did they confirm the security review?” without ever leaving the page. Twelve minutes from open to fully prepped, where the old workflow took half an hour across Gong, Salesforce, and her notes.

Per-record AI Chat

Stop re-establishing context every time you open a record: every account, opportunity, contact, and meeting carries its own AI chat scoped to that one record, with the full context already loaded. What it is: A record-scoped AI chat that lives on every detail surface in Katalyst: the Account detail, the Opportunity detail, the Contact detail, and the Meeting detail. Each chat reasons over the single record it is anchored to and keeps a per-record thread history, distinct from the global Home chat which spans the whole pipeline. How it helps: A rep covering 40 mid-market healthcare accounts is prepping for a 10 AM call with a Bank of America champion. She opens the account, asks the right-side chat “what changed on this account since last week,” gets a three-line diff with the new VP hire and the latest signal, then jumps into the linked opportunity and asks its left-column chat to draft an agenda referencing the security review the buyer raised. Two clicks later she opens the contact and asks its chat for the last objection the champion voiced on a call. Twelve minutes from cold open to a fully prepped call across three records, where the old loop meant a Salesforce tab, two Gong searches, and a notes-app scroll, each one requiring the rep to re-state who and what she was asking about.

A composite view showing the per-account chat panel on the right of an Account detail page, the opportunity chat canvas in the left column of an Opportunity detail page, the contact chat canvas on a Contact detail page, and the meeting-scoped chat in the right pane of a Meeting detail page. — Per-record AI Chat across Account, Opportunity, Contact, and Meeting detail surfaces

March 16th, 2026

Per-account AI Chat

Ask anything about the account without leaving the page: a persistent AI chat scoped to each account, with full context on the company, people, signals, and your activity. What it is: A chat panel anchored to the right of every account detail view, persistent across sub-tabs and supporting multiple titled threads per account. It has visibility into the full account context and can take action: drafting emails, updating fields, kicking off enrichment. Suggested-question CTAs from other surfaces route into this chat directly. How it helps: A rep prepping for a meeting with Stephanie at Bank of America asks the chat, “What did Stephanie say about budget in our last call?” Within seconds she has the relevant transcript pull and a summary. Follow-up: “Draft a meeting agenda based on the strategic challenges we identified.” The chat doesn’t just answer, it produces the artifact, with the account’s full context already loaded.

AI Enrich Row

Skip hours of manual CRM data entry: one click on the AI symbol next to any Account Name auto-fills missing fields from public and private sources, keeping your existing values intact. What it is: A per-row AI enrichment action in the Accounts table, triggered by the sparkle icon next to each Account Name. It pulls from public and private sources Katalyst is connected to, fills missing fields, and presents a preview before writing back to Salesforce. Existing values are never overwritten. Each run costs credits. How it helps: A rep imports 50 prospect accounts from a sales-conference attendee list. Without enrichment, she’d spend an afternoon Googling each for industry, annual revenue, and billing city. Instead, she clicks the AI symbol on each row, reviews the preview, and commits. Her manually-pasted fields stay untouched. The whole list is enriched in 15 minutes instead of three hours.

The AI sparkle icon highlighted next to an Account Name in the Accounts table. — Per-row AI sparkle icon next to an Account Name

March 9th, 2026

Strategic Challenges

Move past surface-level account research: Katalyst’s most differentiated AI surface produces 2 to 3 strategic challenges per account, framed in your org’s value prop and wired for one-click outreach. What it is: A section in the Account Plan that surfaces 2 to 3 strategic challenges per account, generated by the master Generate account plan action. Each challenge card frames urgency, maps the challenge to your org’s specific capabilities (drawn from Agent Tuning), and projects business impact. One-click action paths let the AE draft outreach, sharpen their pitch, or anticipate pushback for that challenge. How it helps: A rep covering Bank of America runs the plan and gets back a challenge titled “Maintaining Competitive Advantage in Large-Scale Corporate Sales.” The card frames urgency, names her company’s exact capabilities that address it, and projects the business impact. One click and she has a tailored outreach draft pre-filled with the challenge context, saved to Gmail drafts. Under a minute from research to ready-to-send.

A single Strategic Challenge card expanded, showing the urgency framing, how Katalyst Development Org helps, business impact, and action CTAs. — Single expanded Strategic Challenge card

Signals (per-account)

Never miss a deal-moving event at an account: an AI feed of every external signal (hiring, funding, leadership change, 10-K, acquisition, and more) relevant to the account, scored by importance. What it is: A sub-tab inside the account detail view that surfaces signals: AI-generated alerts about external events at the account, drawn from public news, filings, hiring posts, and similar sources. Each signal carries a relevance score, a type tag, an AI-written summary, and a one-line statement of why it matters. Scoped to all opportunities linked to this account, this view is the per-account slice of the global Signals feed. How it helps: A rep checks Signals on Bank of America before a Tuesday meeting and finds a recent hiring signal: they’re staffing a GenAI team. The relevance line tells her this is a potential conversation hook on AI initiatives. She opens the meeting with timely context the prospect knows is real. The next deal-moving event surfaces itself rather than waiting for her to Google.

The Signals sub-tab in populated state, showing multiple AI-generated signal cards with relevance scores. — Per-account Signals sub-tab, populated

Account Plan

Stop spending afternoons researching accounts: a single sub-tab where Katalyst generates a complete, customer-segmented plan with one click, anchored to your org’s value proposition. What it is: A sub-tab inside the account detail view that produces an AI-generated account plan. The master generate action populates four research sections (About, Industry, Competitors, Products and Services) consolidated from public sources, plus an at-a-glance snapshot card (fit rating, ARR, headline products and competitors) and a set of strategic challenges personalized to your org’s positioning. Individual sections can be refreshed independently if you only want to update one piece. How it helps: A rep needs to walk into a discovery with Bank of America in an hour. Instead of Googling “Bank of America competitors” and stitching together notes, she opens the account, clicks Generate account plan, and gets back a structured research brief plus three strategic challenges framed in her company’s positioning. Reading time: five minutes. What used to be an afternoon of research is now a coffee break.

March 2nd, 2026

Activity History

Trust the autonomous layer: a per-account audit log of every action AI has taken on your behalf, with one-click accept or reject on anything that’s still pending. What it is: An audit log sub-tab inside the account detail view. It surfaces every action AI has performed for this account, filterable by activity type and date range. Pending recommendations awaiting your accept or reject show up alongside completed actions, so you can see and steer everything in one place. Rejected items move to a separate bucket; the active list stays clean. How it helps: A rep comes back from a week off and opens her top account. Instead of guessing what’s changed, she scrolls Activity History and sees every CRM update, email draft, and suggestion AI generated while she was out. She accepts the drafts that read well, rejects the ones she’d handle differently, and trusts that nothing went out without her review. Five minutes, fully caught up.

Update Field Instructions

Tune the AI’s data-pulling behavior at the column level: a per-column prompt editor that lets you control exactly how Katalyst enriches each field across every account in your table. What it is: Click any column header in the Accounts table to open the Update Field Instructions modal. Inside, you can edit the natural-language prompt that AI uses when enriching that column for any account. Prompts support template variables (currently {{company}}) so they apply consistently across rows. Editing an instruction triggers re-enrichment of every existing row in addition to applying to future runs. An empty instruction falls back to the default. How it helps: A sales lead wants the Industry column to always be specific to vertical, not just broad sector. She clicks the Industry column header, opens Update Field Instructions, and rewrites the prompt: “Return the specific vertical the company operates in, e.g. ‘Mid-Market Healthcare SaaS,’ not broad sector labels like ‘Healthcare.’” The change re-enriches all 200 accounts in her table to the new specificity. The AI does the column’s work the way she actually wants it done.

February 23rd, 2026

Key People

Know exactly who’s in the buying committee for every deal: per-opportunity contact tables auto-populated from connected sources, so AEs walk into every meeting knowing who matters. What it is: A section inside the Account Overview that lists people tagged to this account, grouped by linked opportunity. Each opportunity gets its own contact table with role and department mapped. Sources combine Salesforce contacts, third-party enrichment, and any contacts the AE has manually added. How it helps: A rep covering Figma has three opportunities across the account. Without Key People, she’d dig through Salesforce, email threads, and LinkedIn to identify each deal’s buying committee. With Key People, she opens the account once and sees all three committees with role context for every contact. She knows who to engage on each deal without leaving the page.

Accounts

The home for every account in your book of business: a Salesforce-synced table where each row drills into a deep per-account workspace that consolidates research, signals, planning, and activity. What it is: A top-level tab that lists every account in your CRM as a sortable table, with bi-directional Salesforce sync so edits flow in either direction. Clicking any account opens a detail view organized into five purposeful sub-tabs plus a persistent per-account AI chat. The whole surface is built so AEs can replace the patchwork of Google Docs, scattered CRM notes, and LinkedIn tabs with one consolidated workspace. How it helps: A rep covering 50 mid-market accounts opens Katalyst on Monday morning. Instead of bouncing between Salesforce, her notes folder, and LinkedIn to remind herself what’s happening on each deal, she opens the Accounts tab, scans the table to pick a target, and drills in. Within that single account view she finds the company’s profile, who matters in the buying committee, what’s new at the company this week, the strategic story for her pitch, and anything the AI has done on her behalf, all without leaving the page.

February 16th, 2026

Opportunity detail

Run every deal-moving thought in one place: a three-column workspace that puts an AI canvas, the deal’s activity, and its CRM properties side by side, so research, prep, and write-back all happen without changing screens. What it is: The per-deal page that opens from any opportunity. The Overview surface is a three-column workspace: AI chat canvas on the left, deal context (AI summary, activity, linked meetings, top signal) in the center, editable Salesforce properties + contacts + AI columns on the right. Signals, Account Plan, and AI Activity sub-tabs sit alongside Overview. How it helps: A rep prepping a Tuesday meeting opens the deal at 8:30 AM. The AI overview in the center column tells her where the buying committee landed last week; the activity log shows the late-Friday email she missed; the right-column contacts panel surfaces two suggested adds from a recent signal. She asks the left-column chat to draft an agenda, accepts the AI’s proposed next step from the action stack, and updates the Next Step field in the properties panel without switching tabs. Fifteen minutes from open to a fully-prepped meeting that used to take an hour across Salesforce, Gmail, and her notes.

Manage Team

Run your team’s roster from one page without leaving Katalyst: an admin and manager surface that lists current members, lists pending invitations, exposes inline role changes, and walks every new invite through the one Salesforce permission Katalyst can’t toggle on the invitee’s behalf. What it is: A Settings page gated to admins and managers with two tables (current members + pending invitations), inline role selects, and a two-step invite flow whose first step is a Salesforce permission walkthrough. Role and removal mutations mirror-write to Clerk and Supabase so every downstream surface stays consistent. How it helps: A sales manager onboarding a new pod of three reps opens Manage Team on a Monday morning and clicks Invite Member. The Before You Invite dialog reminds her to flip the Approve Uninstalled Connected Apps permission in Salesforce for each new rep, with a fallback flow for orgs that manage permissions via permission sets. She steps through, lands on the invite form, picks Member as the role, and sends the first invitation. Two minutes later the row appears in the Pending Invitations table. By the end of the morning all three are queued, the pending table reads 3, and the new reps will land in Katalyst already cleared to complete the Salesforce OAuth on their first sign-in. Without the pre-invite walkthrough the same loop would have meant a separate Slack reminder, a missed permission, and the new rep stuck on the Connectors page on day one.

The Manage Team page with the roster, inline role selects, and the Invite Member entry point

February 9th, 2026

AI Suggestions

Skip the manual CRM upkeep that breaks your selling rhythm: an agent reads every email, meeting, and signal on a record and proposes the field updates, with a volt-lime outline on each cell so you can accept or reject in a single pass. What it is: A per-row AI field-update layer that lives on the Opportunities and Accounts tables. Cells eligible for a pending update render with a volt-lime outline, and a row checkbox plus a bulk action bar let you accept or reject individually or across every selected row. How it helps: A rep covering 80 active deals opens her pipeline on a Monday morning after a heavy week of customer meetings. Twelve rows carry the volt-lime outline: a refined Next Step on five Negotiation deals, an updated champion contact on three Discovery deals, and revised close dates on four where the buying committee slipped a week. She clicks Select all suggested, scans the proposed values inline, accepts the nine that read right, and rejects the three she would phrase differently. Three minutes for what used to be a Sunday-evening Salesforce cleanup, and every accepted value round-trips to Salesforce before she scrolls to the next view.

The Opportunities table with several rows showing volt-lime-outlined cells, a per-cell accept and reject chip, and the bulk action bar floating above the table with Select all suggested checked. — Volt-lime-outlined AI Suggestions across a pipeline view

AI Activity

Trace every CRM write the agent touched in one filterable log: a dedicated org tab that aggregates every AI-proposed field update, drafted email, logged activity, and account enrichment across the team’s whole book into one searchable table with a per-row reasoning dialog. What it is: A dedicated tab listing every AI-assisted CRM action across the org, with scope, action-type, provider, and date-range filters above the table. Each row carries a status badge and a View affordance that opens an action-shape-specific detail dialog. How it helps: A sales-ops admin running a Friday audit on a 30-rep org opens AI Activity, leaves the date range at the default last seven days, and switches the scope dropdown to All Opportunities. The table loads 412 rows. She filters action type to Field Updates and reads down the Status column: 287 accepted, 94 pending in the queue, 31 rejected. She clicks View on a rejected row covering the Bank of America Negotiation deal, reads the proposed close-date shift from October 14 to November 4 alongside the agent’s reasoning (a procurement-lead email referenced a finance review), and confirms the rejection was right. Six minutes to a defensible answer for the quarterly compliance review, where the old loop meant a Salesforce report definition, a Slack thread with the rep, and a guess at what the AI was even allowed to do.

February 2nd, 2026

Notification Channels

Never miss a deal-moving signal: route Signals to Slack, email, or in-app, so leadership changes, filings, and acquisitions reach you the moment they happen. What it is: A panel inside Signals Settings that lets AEs choose where Katalyst delivers Signals. Three independent channels are available: Slack (requires the Slack connector), email, and in-app, each as a toggle, in any combination. How it helps: A rep covering Bank of America has Slack notifications turned on. At 9:32 AM, Katalyst detects her champion just got promoted to SVP of Commercial Banking. A Slack DM lands seconds later; she sees it on a coffee break, fires off a congratulatory note from a template, and books a strategic call by end of day. Without channel routing, that signal sits in Katalyst until her next login, by which point a competitor’s BDR has already reached out.

Signal Types & Relevance

Cut the noise: pick up to 6 signal types and drag to set their priority, so only the alerts that matter reach you. What it is: A section in Signals Settings where AEs curate which categories of external events generate Signals, and in what priority order. Up to 6 types can be enabled; the list order is the priority. Available types include:

Leadership : leadership changes, executive interviews, or public commentary.
Investment : company announces a new investment or capital allocation.
Contact : signals from your Salesforce contacts.
10-K : company files a 10-K or 10-Q report with key financial and risk details.
Acquisition : company acquires or merges with another business.
Earnings call : company discusses quarterly or annual results in an earnings call.
Expansion : company expands to a new region, office, or market segment.
Funding : company raises new funding or completes a merger / acquisition round.
Hiring : company announces hiring for senior or strategic roles.
Legal : company involved in a new lawsuit, settlement, or legal proceeding.
New product : company launches a new product or service offering.
Partnership : company forms a new strategic or technology partnership.
Recognition : company or executives receive an award or recognition.
Security : company faces or reports a cybersecurity or data-related event.

How it helps: A mid-market healthcare rep with 50 accounts would normally get ~30 Slack pings a day, most of them noise. After tuning her active types to Leadership → Acquisition → Partnership → New Product → Investment → Hiring, she gets 4–6 highly-relevant notifications per day, with leadership changes always landing first and acquisitions a close second. The rest stays quiet.

Signal Types & Relevance panel inside Signals Settings, showing toggleable signal categories with drag handles to reorder by priority. — Signals Settings → Signal Types & Relevance

January 26th, 2026

CRM Settings

Decide once which Salesforce fields enter Katalyst and how the agent treats them: a settings page with three editable cards (Opportunities, Accounts, Contacts) where every field carries a permission that drives the per-cell AI overlay across the rest of the product. What it is: A dedicated CRM Settings page with one card per record type, each card listing the synced fields with a per-field permission (Manual update only, AI suggestion, Read only) and an Add Field affordance backed by live Salesforce schema discovery. Required fields and Salesforce-flagged read-only fields render as inert chips so the table stays honest about what is editable. How it helps: A RevOps lead onboarding a new fifteen-rep mid-market team opens CRM Settings on Monday morning. She accepts the default required fields on Opportunities (Name, Account, Owner, Stage, Amount, Close Date, Next Step), then adds three custom fields the team uses on every deal: Forecast Category as AI suggestion so Katalyst proposes a value the AE can accept, Champion as Manual update only so the rep owns the call, and Renewal Risk as Read only because that field is auto-computed by a Salesforce formula and Salesforce marks it non-updateable. She switches to Accounts, adds Industry as AI suggestion, and the enrichment agent starts populating it within the minute (a toast confirms Enrichment started). Twenty minutes to a Katalyst tenant whose tables, AI overlays, and account-plan agents are wired to the team’s actual Salesforce schema, where the old loop meant a custom integration project and a four-week wait.

Signal Card

Read the signal, scan the source, take the next action: every signal renders as a self-contained card with all the context you need to decide whether to act, in under ten seconds. What it is: The atomic unit of every Signals feed in Katalyst. The per-account view, the global Signals tab, the notification bell, and the toast popups all render the same card. Each card surfaces a relevance score, a type tag, an AI-written summary, a one-line “why this matters” statement, a link to the original source, and an accept action that archives the signal once you’ve acted on it. How it helps: A rep is between meetings and clicks a notification for a new acquisition signal on a target account. She skims the score, reads the why-it-matters line, expands the summary for context, and clicks the source link to verify. Two minutes later she is composing tailored outreach with the acquisition front and center. The card gave her everything she needed without ever leaving Katalyst.

Signals

Catch every deal-moving external event across your entire book in one place: an AI-curated feed of news, filings, hiring posts, leadership changes, partnerships, and acquisitions, scored by relevance and arriving in real time. What it is: A dedicated top-level Signals tab, distinct from the per-account Signals sub-tab. The page aggregates every AI-generated external signal across every opportunity you own in Salesforce, with filters, sort, a group-by-opp toggle, and real-time arrival in a single control row. Each card uses the shared Signal Card shape, with the catalog of supported signal types and the delivery channels (Slack, email, in-app) configured in Signals Settings. How it helps: A rep covering 40 mid-market healthcare accounts opens the Signals tab between meetings, sorts by Katalyst Score, and sees four signals scored 80 or higher at the top of the feed: a hiring post for a Director of Clinical AI at one of her top accounts, a 10-K excerpt flagging margin pressure at another, a competitor’s expansion announcement into the same vertical, and a leadership change at a stalled deal. She accepts the first, archives the competitor noise, expands the 10-K for the AI summary, and follows the source link to verify the filing language. Twelve minutes from open to four targeted follow-ups queued, with the feed continuing to populate in real time while she works. Without the global feed she would be flipping between 40 separate account pages or waiting on a Slack digest the next morning.

January 19th, 2026

Opportunities

The home for every open deal in your book: a Salesforce-synced table that sits alongside Accounts as a sibling top-level surface, where each row drills into a per-deal workspace. What it is: A top-level Opportunities tab that lists every deal in the AE’s CRM as a resizable, inline-editable table, with bidirectional Salesforce sync. Columns are grouped into Salesforce-mirrored fields and Katalyst AI fields, with per-row pending AI Suggestions rendered as a volt-lime outline you can accept or reject individually or in bulk. How it helps: A rep covering 80 active deals opens Opportunities on a Monday morning. The table lands sorted on her default view: every deal she owns, with stage, amount, close date, and the four AI-driven columns her team set up to summarize procurement state, champion strength, last meaningful touch, and renewal risk. She scans the volt-lime-outlined rows for the seven deals where AI Suggestions has a pending field update queued, accepts the five that read right, rejects the two she’d handle differently, and drills into the highest-amount Negotiation deal for prep, all without switching to Salesforce.

Connectors

Wire Katalyst to every external system it depends on from one categorized two-pane shell: a left rail listing every supported integration grouped by category, a right pane that swaps to the selected connector’s page, and rail-level health badges so a broken integration is visible from anywhere in the area. What it is: A two-pane Settings surface listing every supported integration grouped by category, with a Connected pill on each wired row. Salesforce aggregates connection, change-data-capture, and streaming-health into a single badge; notetaker and email/calendar connectors are mutually exclusive so two providers never write to the same downstream table. How it helps: An admin standing up a fresh org opens Connectors and works left to right through the rail. She lands on Salesforce, kicks off the native OAuth in a 600 x 700 popup, watches the three status cards (Connection, Change Data Capture, In-Memory CDC) light up green, and steps through the CDC setup-instructions dialog when one of the five required entities reads Disabled. She moves to Gmail, connects in two clicks, and notices the Outlook row is now visually unavailable because the exclusivity map blocks it. She picks Katalyst Notetaker next, picks Google as the calendar feed in the provider-choice dialog, and finishes with Slack, which carries a second OAuth for the workspace bot plus a Send Test Message smoke test against the hash-katalyst-signals channel. Fifteen minutes from empty org to every downstream surface (Accounts table, Meetings tab, Signals delivery) wired and verifiable.

January 12th, 2026

Email Templates

Teach Katalyst how the team writes by curating reusable example emails per scenario: a library of saved drafts that the Draft Email modal mixes with per-account context every time the AE asks for an outreach. What it is: A library page under Organization that lists every saved email template as a scenario-tagged card with the example subject and body, plus a New Email Draft dialog with a Scenario, Subject Line, and 8-row Body Textarea. The library is org-scoped: any template one rep saves shows up for every teammate in the Draft Email modal’s Choose template picker. How it helps: A sales lead seeding a fifteen-rep team’s tenant on a Monday morning opens Email Templates and lands on an empty state. She adds six scenarios over coffee: Discovery follow-up, Security review request, Procurement nudge, Renewal cold open, Post-demo thanks, Champion re-engagement. Each one takes ninety seconds: a scenario tag, the subject line that landed for her last quarter, the body in her tone. By Tuesday her reps are opening the Draft Email modal on Negotiation deals, picking the Procurement nudge template, and watching Katalyst personalize it against the specific account’s recent signals and the procurement contact’s persona. Six templates seeded once, hundreds of personalized drafts downstream, where the old loop meant a shared Notion page that nobody updated and reps writing each email from scratch.

Account detail

A single workspace for everything that matters about an account: research, signals, plan, history, notes, and an AI agent that knows it all, anchored to the right edge of every view. What it is: The drill-in surface that opens from any account in the Accounts table. Five sub-tabs anchor the experience (Overview, Signals, Account Plan, Activity History, Notes) alongside a persistent AI chat panel pinned to the right edge across every sub-tab. A Draft Email action and a star-to-favorite affordance are available throughout. How it helps: A rep clicks into Bank of America from her account list. She lands on the Overview sub-tab and skims the fundamentals. Then she switches to the Account Plan, reads the strategic challenges, and pivots to draft an outreach email, all without losing her place. The AI chat stays open the whole time; she asks it a quick question about a key contact and gets an answer rooted in the same context she’s already looking at.

January 5th, 2026

Notes

Capture every thought mid-call without breaking flow: an in-account notebook that auto-saves every keystroke and surfaces every saved note as a searchable card. What it is: A sub-tab inside the account detail view for jotting down thoughts, meeting notes, and observations tied to the account. Each note has an editable title and a free-form body that saves automatically as you type. Saved notes appear as cards in the list view, sorted by most recently edited, and are searchable across both title and body. Visible to teammates working the same account. How it helps: A rep is on a discovery call with a prospect. The CTO mentions a budget cycle detail that matters for the deal. Instead of fumbling to a separate app, the rep clicks New Note in Katalyst, types the detail, and keeps listening. Auto-save means the note is captured the moment she types it. After the call, the note is there in the account, searchable for the next prep session.

Turn any insight into a tailored outreach in under a minute: a unified email-drafting surface that pulls in account context, key people, and your saved templates, then saves the draft directly to Gmail or Outlook for your final review. What it is: The canonical email-drafting modal across Katalyst, reachable from any account’s persistent Draft Email button or from a Strategic Challenge card. It pre-fills with whole-account or specific-challenge context, exposes templates and key people as selectable inputs, and saves the generated draft to Gmail or Outlook for your final review. How it helps: A rep spots a relevant Strategic Challenge for Bank of America and clicks Draft email using this. The modal opens with the challenge context in the prompt, her standard email template selected, and the right champion picked from Key People. She tweaks two sentences, hits the Gmail button, and finds the draft waiting in her inbox. From insight to ready-to-send outreach in under a minute.

The Draft Email modal open, with a pre-filled prompt, template selector, and an editable email draft on the right side. — Draft Email modal

Account Overview

Every fact you need about an account, in one scroll: a sub-tab that surfaces the core company data, linked opportunities, and key contacts grouped by deal. What it is: The default landing view inside the account detail. It renders the same fields as the table view (Website, Industry, Active, Billing City, and so on) in a scrollable layout, plus a sticky Opportunities sidebar showing every deal linked to this account. Editable fields work the same way they do in the table: click to edit, save to push to Salesforce. The Key People section anchors below the account fields, organized by linked opportunity. How it helps: A rep opens the account on a Monday morning and wants the at-a-glance picture before drilling deeper. Overview gives her every CRM field, every active deal, and every key contact in one scroll. She spots that there’s a third opportunity she hadn’t worked yet, clicks into it from the sidebar, and pivots her week’s plan.

December 29th, 2025

Cmd+K Search

Jump anywhere in Katalyst from any page in one keystroke: a Cmd+K palette over the AE’s accounts and open deals, with a favorites-first empty state, two zero-friction quick actions (Add AI column, Send email), and a Help section that puts the Slack community and the founders’ inbox one click away. What it is: A global palette opened by Cmd+K, Ctrl+K, or a yellow shortcut pill in the bottom-right. Empty state lists favorites then recent accounts, plus Quick Actions and Help. Typeahead fans out across accounts and opportunities and routes to the matched record on select. How it helps: A rep covering 35 mid-market healthcare accounts is three pages deep on the Acme Health Negotiation deal and her champion just emailed about a sister account, Beacon Health, that she has not touched in two months. She hits Cmd+K, types beacon, the palette shows the Beacon Health row with the company logo and domain, she presses Enter, and the account overview opens half a second later. Earlier in the morning she hit the same palette to fire the Send email quick action on her current deal without scrolling to find the Draft Email button, and twice that week she opened the Help section to drop a question in the Slack community. The same palette serves as her cross-product jump, her two daily quick actions, and her in-app help affordance, where the old loop was a sidebar scroll, a tab switch, and a bookmarked Slack link.

The Cmd+K palette open over the Opportunities table, with the search input at the top, the Suggestions section listing five favorite accounts with logos and domains, the Quick Actions section with Add AI column and Send email rows, and the Help section with Join our Slack and Contact us rows. — Cmd+K palette open with the favorites-first Suggestions list and the Quick Actions and Help sections

Agent Setup

Tune the AI agent to your company in one place: an org configuration tab that captures company overview, ICP, pain points, and competitors as structured Q&A, hosts the uploaded artifact library the agent reads from, and reports the health of the real-time integration triggers powering live event capture. What it is: A four-tab Organization surface covering Finetune (positioning Q&A), Artifacts (uploaded docs/URLs), Agent Actions (per-user autonomy), and Agent Status (integration health). Finetune ships a Prefill with URLs shortcut that scrapes up to five pages and auto-fills the form. How it helps: A new AE joining a healthcare SaaS team opens Agent Setup on her first day. The Finetune tab is empty, so she pastes her company’s homepage and three product pages into Prefill with URLs, hits Generate answers, and watches the four sections fill in over twelve seconds: a Company Overview paragraph, six pain-point chips, three competitor cards with value props, and an ICP paragraph. She bumps the ICP from “mid-market healthcare” to “mid-market healthcare with 200 to 2000 employees” because that matches her territory, accepts the org-wide change warning, and clicks Save. By the afternoon her first account plan generates against her actual ICP, her first draft email cites her actual value prop, and her artifacts library is queued for training on a pricing one-pager and two case studies she uploaded after lunch. Twenty minutes from sign-in to a personalized agent, where the old loop meant a brand workshop with the sales lead and a month of generic AI output.

Agent Setup Finetune tab with the four section cards and the Prefill with URLs and Save buttons

Meetings

The home for every customer conversation: a calendar-anchored workspace that lays out your upcoming calls and your past meetings side by side, with a meeting-scoped chat in the right pane and every meeting one click into its workspace. What it is: A top-level Meetings tab with a day-grouped Coming Up timeline above a reverse-chronological Past meetings list. Open a meeting and the inline detail panel slides in alongside, with the right-pane chat flipping its scope from the upcoming-window overview to the selected meeting. The page reshapes between 2, 3, and 4 panes as the viewport widens or narrows, so the same workspace stays usable from a zoomed laptop to a wide monitor. How it helps: A rep covering 40 mid-market healthcare accounts opens Meetings on a Monday morning. The Coming Up rail shows three calls today and four tomorrow, each with the linked opportunity tag and the notetaker provider already attached; the Past list above the fold flags last Friday’s discovery as still processing and last Wednesday’s renewal call as enriched and ready. She opens the renewal, scans the summary, then asks the right-pane chat to surface anything the buyer said about pricing pressure. Three minutes later she is on the way to her first call of the day with the prep already done, where the old loop meant Calendar, Gong, Salesforce, and a Slack scroll.

​August 31st, 2026

​Sync and meeting essentials

​Admin controls for Salesforce sync: real-time permission, sync modes, and record type filters

​August 24th, 2026

​Desktop recordings that restart stay in one meeting

​Safer, more consistent AI field suggestions from meetings

​Salesforce sync health: see every object and what to do when real-time sync stops

​August 17th, 2026

​Add and remove custom Salesforce objects

​Detail pages and record type filters for custom Salesforce objects

​Edit custom Salesforce records in Katalyst, including lookup fields

​More accurate meeting summaries: correct names and only stated numbers

​August 10th, 2026

​Custom object settings, access controls, and data checks

​Link custom objects with relationship fields

​Create custom objects in Katalyst, no Salesforce setup needed

​August 3rd, 2026

​AI assistant context and sync audit log

​AI assistant uses your latest data live

​Audit log for Salesforce data sync changes

​AI meeting summaries now cover every topic discussed

​Move the Needle: expandable action cards and approval banner on Home

​Custom Salesforce objects: sync, browse, and find them in the sidebar

​July 27th, 2026

​Signals, redesigned

​See and tune why a signal ranks

​Signal settings and labels

​Security and enforcement

​Fixes for email drafts, AI activities, onboarding, and account wikis

​Draft Email contact picker shows all synced Salesforce contacts

​Accept AI-suggested calls, tasks, and events

​Smoother onboarding chat with Kai

​Account Plans appear in account wiki pages

​Notification bell and toast improvements

​Notification bell shows only your signals

​Account field suggestions in notifications are clearer

​Richer, deal-linked signal answers in AI chat

​July 20th, 2026

​Refine AI-drafted plans with feedback

​Fixes and reliability

​July 13th, 2026

​Kai answers your setup questions from the docs

​Filter your pipeline by what needs a decision

​Billing and settings

​Security and data isolation

​July 6th, 2026

​AI chat comes to Signals, plus faster triage

​Smarter AI suggestions, now on the board

​Connector security

​Platform essentials

​Per-plan chat limits and upgrade prompts

​Billing and pipeline essentials

​June 29th, 2026

​”Your Move” on signal cards

​Research and setup essentials

​AI-active coverage and plan limits

​Plans and billing

​June 22nd, 2026

​Chat-driven onboarding with Kai

​Meeting-sourced opportunity suggestions in Actions

​Direct-send email drafting

​Platform essentials

​June 15th, 2026

​One-click next steps and clarification prompts

​Deal coaching in chat

​Deal panels in chat

​June 8th, 2026

​Bulk actions

​Action detail

​Actions

​June 1st, 2026

​Home essentials

​Contacts essentials

​Opportunities essentials

​May 25th, 2026

​CRM Settings essentials

​Opportunity kanban

​Post-meeting Action Plan

​May 18th, 2026

​Toast notifications

August 31st, 2026

Sync and meeting essentials

Admin controls for Salesforce sync: real-time permission, sync modes, and record type filters

August 24th, 2026

Desktop recordings that restart stay in one meeting

Safer, more consistent AI field suggestions from meetings

Salesforce sync health: see every object and what to do when real-time sync stops

August 17th, 2026

Add and remove custom Salesforce objects

Detail pages and record type filters for custom Salesforce objects

Edit custom Salesforce records in Katalyst, including lookup fields

More accurate meeting summaries: correct names and only stated numbers

August 10th, 2026

Custom object settings, access controls, and data checks

Link custom objects with relationship fields

Create custom objects in Katalyst, no Salesforce setup needed

August 3rd, 2026

AI assistant context and sync audit log

AI assistant uses your latest data live

Audit log for Salesforce data sync changes

AI meeting summaries now cover every topic discussed

Move the Needle: expandable action cards and approval banner on Home

Custom Salesforce objects: sync, browse, and find them in the sidebar

July 27th, 2026

Signals, redesigned

See and tune why a signal ranks

Signal settings and labels

Security and enforcement

Fixes for email drafts, AI activities, onboarding, and account wikis

Draft Email contact picker shows all synced Salesforce contacts

Accept AI-suggested calls, tasks, and events

Smoother onboarding chat with Kai

Account Plans appear in account wiki pages

Notification bell and toast improvements

Notification bell shows only your signals

Account field suggestions in notifications are clearer

Richer, deal-linked signal answers in AI chat

July 20th, 2026

Refine AI-drafted plans with feedback

Fixes and reliability

July 13th, 2026

Kai answers your setup questions from the docs

Filter your pipeline by what needs a decision

Billing and settings

Security and data isolation

July 6th, 2026

AI chat comes to Signals, plus faster triage

Smarter AI suggestions, now on the board

Connector security

Platform essentials

Per-plan chat limits and upgrade prompts

Billing and pipeline essentials

June 29th, 2026

”Your Move” on signal cards

Research and setup essentials

AI-active coverage and plan limits

Plans and billing

June 22nd, 2026

Chat-driven onboarding with Kai

Meeting-sourced opportunity suggestions in Actions

Direct-send email drafting

Platform essentials

June 15th, 2026

One-click next steps and clarification prompts

Deal coaching in chat

Deal panels in chat

June 8th, 2026

Bulk actions

Action detail

Actions

June 1st, 2026

Home essentials

Contacts essentials

Opportunities essentials

May 25th, 2026

CRM Settings essentials

Opportunity kanban

Post-meeting Action Plan

May 18th, 2026

Toast notifications