Hey everyone,
We just launched Katalyst for sales teams on Salesforce.
Simple idea: reps don't hate selling, they hate the hours they lose every week feeding the CRM. Logging calls, fixing stages and close dates, writing next steps, reconstructing what happened on a deal from three weeks ago. The CRM they "quietly hate."
Most tools just made data entry slightly less painful. It's still the rep doing the work.
the meeting recorder plus automatic field updates is a really thoughtful combo — feels like they actually watched how reps work between calls instead of just bolting AI onto Salesforce.
Katalyst
@cihanlrgq a lot of hours watching where reps actually lose time between calls, not starting from the AI and looking for somewhere to put it. Glad that comes through.
Katalyst
@cihanlrgq You picked up on exactly the thing we cared about, the recorder and field updates aren't two features, they're one loop, the call becomes the update with nothing in between. That only works if you start from how reps actually work, not from bolting AI onto the CRM. Glad it comes through.
The pending-actions queue is the design choice I personally love! Building an autonomous agent myself, the hardest line to draw is which writes the agent commits on its own vs which wait for human review. Great launch, congrats!
Katalyst
@artstavenka1 that autonomous-vs-review line was the thing we went back and forth on most, and landing on per-field earned trust rather than one global switch is what finally felt right. Appreciate you, fellow builder.
Katalyst
@artstavenka1 As a fellow builder you'll appreciate the nuance, we didn't want one global autonomy switch because trust isn't binary, it's per field and earned over time. Low stakes updates can flow, high stakes ones like forecast category stay review gated until the accuracy proves out. That line is the whole design. Congrats on your build too 🙏
The pain you're describing from Datadog is exactly right — enterprise reps rebuilding context that already lived in their email is a brutal tax on selling time. Curious: when a rep has 20+ open opportunities, does Katalyst prioritize which ones to surface in any given week, or does it process everything equally and rely on the rep to decide what matters?
Katalyst
@sabber_ahamed Nothing writes blind, updates show their reasoning and the rep approves. Forecast-level fields can stay approval-only indefinitely, so an inaccurate read gets caught before it touches the pipeline, not after.
What happens if the AI does make a wrong suggestion? Is there a safety net?
Katalyst
@nitish_gautam1 Yes, there's a human in the loop by design. Katalyst surfaces field updates and follow ups as suggestions you accept or reject, nothing writes to Salesforce silently behind your back. So if a suggestion is off, you just decline it, and the rep stays in control of what actually lands in the CRM.
Katalyst
@nitish_gautam1 Building on Avneet, every suggestion shows its reasoning, the call or email it came from, so you can see why one's off before declining it, not just catch it after. The safety net is visibility, not just a reject button.
Curious how it handles overlap when multiple reps are touching the same account - does it prioritize one owner’s notes or merge everything into a unified timeline? Also wondering if the AI resolution stuff can be turned down or off per team, since some of our AE’s get uneasy with auto-updating fields on closed-won opps.
Katalyst
@atlanla11386 On the control point, yes, this is configurable per team and per field. Auto-updating isn't all-or-nothing; you set what Katalyst can touch, and plenty of teams keep it in suggest-and-approve mode rather than letting it write on its own. Locking down closed-won opps specifically is exactly the kind of boundary you can set, so your AEs stay in control there.
Finally tried Katalyst this week and the post-call summary landing in Salesforce before I even closed my laptop kind of blew my mind. The deal-pattern nudge on a stalled account was spot on too.
Katalyst
@krankabanvavs that instant right after a call, done before you've closed the laptop, is the thing we built the whole flow around, so glad it hit. and flagging a stalled account before it slips is exactly what the pattern nudges are for. appreciate you.
DiffSense
This is how it should be! What about the tension between platforms being notoriously unreliable when it comes to supporting makers that build on top of them. They want to control and own the value the selfs. From ethe end user perspective thats a legitimate worry. And I guess why its easier to adobt something that owns their pipelines outright. Any thoughts on this?
Katalyst
@conduit_design Legit worry. Our bet is that Salesforce owns the system of record, but the AI layer on top is a different game. We'd rather add value there than ask customers to bet four years of data on a new platform.