Katalyst is the AI sales agent for teams on Salesforce. Hang up a call and it's already done: notes summarized, records created, fields updated, follow-up drafted, next step set. It runs 24/7, reading every call, email, and calendar, surfacing the right signals, prepping you for each meeting, and prompting you to act: follow up here, this one’s slipping. What's new: AI Resolution on every account, meeting recorder, hygiene scores, deal patterns. Built for enterprise sales teams.
Dropped an upvote. quick check does it support automated contact creation if a new stakeholder hops on a zoom call?
huge congrats 🙌 @divyansh_lohia for shipping this
Katalyst
@vikramp7470 Thanks for the upvote! Yeah, that's exactly the kind of thing it handles, a new face on the call gets picked up and turned into a contact so you're not back-filling it manually later. Appreciate you.
Katalyst
@divyansh_lohia @vikramp7470 And the cherry on top, if that call surfaces a real new prospect, not just a new face, Katalyst doesn't stop at the Contact. It drafts the Account and the Opportunity too, so all three records Account, Contact, Opportunity which you cares about the most come back linked as one draft.
Nothing hits Salesforce blind though, it's a plan you review and approve, so you're always in control of what gets written to your CRM.
@divLohia you mentioned Katalyst has AI chat on accounts, sounds interesting... can you tell me more? How does this work?
Katalyst
@nikhil_motiani1 Yes the AI chat has full context of your CRM accounts and the opportunities. So while talking to AI, you can ask it questions such as what's the next best step for my account? Any many other contextual questions that are important for a deal to move forward.
Katalyst
@nikhil_motiani1 To make it tangible, you can open an account and just ask "why has this deal stalled?" and it'll pull from the actual call history, emails, and activity to answer, not a generic guess, but grounded in what's really happened on that deal. Like having an analyst who's read everything.
I am curious to know about the pipeline action recommendations- are these same as the Salesforce field update suggestions or something different?
Katalyst
@sakshi_mohta Different things. Field updates keep the record accurate, stage, amount, close date. Action recommendations are the next moves on the deal itself, follow up here, this renewal's slipping, loop in this stakeholder. One keeps Salesforce true, the other pushes the deal forward.
Katalyst
@sakshi_mohta small thing worth adding: they both come out of the same analysis. After a call, Katalyst reads what happened once and produces both kinds, the field updates and the recommended next moves, plus a drafted follow-up email when one makes sense. And accepting an action isn't just a to-do in Katalyst, it gets logged in Salesforce as a real task or event too. So both kinds end up enriching the CRM, they just start from different questions: what changed, and what should happen next.
How would you capture in-person meeting context?
Katalyst
@urvija_diwan Honestly, today it's virtual meetings, Zoom, Meet, Teams, Webex. In-person is what we're building toward next, along with phone and field calls, so nothing rides on a rep's memory.
Katalyst
@urvija_diwan To add, in-person is one of the most requested gaps we're hearing, and for good reason, field and phone conversations are where a lot of real context lives today and none of it should ride on a rep's memory. Virtual is where we're sharpest now, but closing that gap is squarely next.
The auto-drafting of follow-ups right after a call ends is a really thoughtful touch, feels like it actually gets how messy a rep's day is. Nice execution on tying it so tightly into Salesforce too.
Katalyst
@lhanmarangfclk Tying it tightly into Salesforce was the hard, unglamorous part, so it's nice when that's what gets noticed. A rep's day is messy, and the tool should absorb that, not add to it. Thanks İlhan.
Katalyst
@lhanmarangfclk Appreciate you noticing the Salesforce piece, that tight integration is the unglamorous work that makes the follow ups actually land where they belong instead of in another tab. The whole aim is absorbing the mess of a rep's day, not adding to it. Thanks İlhan 🙏
How long does implementation typically take for a Salesforce team?
Katalyst
@vatsal_agarwal183 Basically no implementation time, that was the whole point. It's fully agentic. An admin connects Salesforce and the entire pipeline syncs, then reps get invited and go through their own agentic onboarding, connecting their integrations in about 10 minutes each. No months-long rollout, no config project
Katalyst
@vatsal_agarwal183 To add, the reason there's no real implementation phase is it reads your existing Salesforce as is, nothing to rebuild or configure. Admin connects, the pipeline syncs, each rep does a ~10 min agentic onboarding and you're live. None of the months long rollout enterprise software usually means.
Is there a free trial? I'd love to recommend this to a friend in sales but they'd want to test it first.
Katalyst
@drishita_diwan There's a month long free trial for up to 5 users! Your friend will be relieved to see their sales pipeline automated.
Katalyst
@drishita_diwan Adding to Kritika, it's an easy one to pass along, your friend just connects their Salesforce and the trial's live on their real pipeline. Thanks for spreading the word.