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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.
Where do your buying signals come from?
Katalyst
@divija_diwan Great question. The buying signals come from live web and news search keyed to each account and its contacts, not a static feed. They're classified into types reps actually care about, funding, hiring, leadership and contact changes, partnerships, acquisitions, expansion, and more, and each rep picks which ones matter to them. Your own Salesforce and call activity then gets layered on to interpret what a signal means for that specific deal.
Katalyst
@divija_diwan They come from your own conversations, the calls, emails, and calendar on each deal, not a bought intent feed. A signal is something that actually happened (a stakeholder gets added, a timeline gets floated, a thread goes cold). Curious which signals you lean on most today, that shapes what's most useful to surface.
Katalyst
@divija_diwan Buying signals in Katalyst come from public news about the companies already in your pipeline. Twice a day on weekdays, Katalyst scans for fresh coverage of your accounts, funding rounds, leadership changes, hiring pushes, acquisitions, partnerships, product launches, expansion news, then classifies each one, scores it for priority, and pins it to the account and deal it belongs to. Two things we were deliberate about: every signal links back to its source article, so you can read the actual news instead of trusting a summary, and you choose which types matter to you, so it stays curated rather than becoming another feed to ignore.
How is the hygiene score calculated?
Katalyst
@taranjeev It's a weighted rollup of the signals that usually predict a deal going stale: [no activity in X days], [missing next step], [past-due close date], [stuck in stage too long]. One number, 0-100. Curious what made you ask, are you tracking hygiene manually today?
Katalyst
@taranjeev To add the mechanics, it starts at 100 and deducts for the things that predict a stale deal, past due close date, no activity in 30 days, missing next step, empty amount or account. One 0-100 score, and admins can tune which rules count and how much each weighs, so it reflects your team's definition of clean rather than a fixed formula.
How does this fit alongside salesforce?
Katalyst
@saakshi_rajgarhia Katalyst sits on top of Salesforce, not instead of it. We sync your opportunities, contacts, and activities in from SF, then layer AI on top: auto-drafted follow-ups, field update suggestions, activity logging and write everything back into SF. Salesforce stays your system of record; if a write back to SF fails, we don't update our side either, so the two never drift out of sync.
Practically: no rip-and-replace, no re-training your team on a new CRM. Reps keep using Salesforce as the source of truth. Katalyst just does the busywork around it which involves drafting the follow-up, catching the field that should've been updated after a call, logging the activity nobody had time to log and the moment a rep accepts a suggestion, it's written straight into SF.
The meeting recap quality is genuinely solid, it pulled action items and field updates without me having to nudge it. Running on Salesforce feels seamless instead of bolted on.
Katalyst
@minec9mv Thank you Mine for the feedback!!
Katalyst
@minec9mv Love this, the recap pulling action items and field updates without a nudge is exactly the bar, and "seamless instead of bolted on" is the phrase we'd frame on the wall. Thanks Mine 🙏
Noticed my notes and next steps were already in Salesforce before I even closed the call tab, which is honestly the thing I never have time to do. The follow-up draft was surprisingly on-tone too.
Katalyst
@abdullahsemmbh already done before you closed the tab is exactly the moment we designed for, glad it hit. and a follow-up that actually sounds like you is easy to get wrong, so good to hear it landed on-tone. appreciate you.
Katalyst
@abdullahsemmbh That's great! Katalyst agents really work to build context from different sources and give you follow-ups and suggestions that are smart and quick.
Finally hung up a Salesforce call and the notes were already structured in the right fields. The meeting prep pings are the part that sold me.
Katalyst
@demirkutlu12473 landing in the right fields, not just dumped as a note, is the part that's quietly hardest to get right, so glad that hit. and the prep pings being your tipping point is great to hear. appreciate you.
Katalyst
@demirkutlu12473 The notes landing in the right fields instead of dumped as one blob is the unglamorous part that's genuinely hard, so glad it clicked. And the prep pings being the thing that sold you is great to hear, that's the moment reps tend to feel it. Appreciate you 🙏
Love how it handles the post-call cleanup without making you babysit it. The fact that it drafts the follow-up and sets the next step before you've even stood up from your desk is exactly the kind of small automation that actually changes how a rep's day feels.
Katalyst
@merjaey That moment right after a call is the one we obsessed over, and you got why it matters, it's the small friction vanishing that changes how a day feels, not one big feature.