Launching today
Katalyst
The AI agent that works your Salesforce Pipeline
518 followers
The AI agent that works your Salesforce Pipeline
518 followers
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.
isn't it risky to let an AI agent make changes to something as important as a company's sales data?
Katalyst
@ravindra_sisodia1 The agent will tell you why it's making changes and also provide suggestions. These are some of the things that will actually help make sure the agent does not do anything it's not supposed to.
How hard is this to set up? I know enterprise software can take forever to implement.
Katalyst
@deepanshu_bansal4 Fair concern, most Salesforce tooling is a months long implementation slog. Katalyst is the opposite: it's native to Salesforce with no middleware, so you connect your org, pick the fields you want synced, and you're live in minutes. The AI starts working your pipeline from day one. No rip and replace, no admin project.
What if the AI updates something wrong? Is there a way to catch it?
Katalyst
@sahil_bajaj2 Yes. Everything the AI does is logged in an activity history dashboard. Reps can review pending actions before they execute, approve or reject them, and even handle things in bulk. The agent is powerful but the human is always in control. Think of it like a really smart assistant that shows you the work before hitting send.
What's the "Zero Board" I saw it mentioned? Sounds interesting.
Katalyst
@mayank_singla4 The Zero Board is the pipeline hygiene dashboard. It shows every deal that's missing critical information: empty fields, stale next steps, overdue actions. The goal is to get the board to zero. The cool part is Katalyst doesn't just show you what's broken, it actively suggests fixes and the agent can handle many of them automatically. It turns pipeline hygiene from a painful weekly audit into something that practically maintains itself.
@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.
Could this work for customer success teams managing renewals, or is it strictly for sales?
Katalyst
@new_user___1882026b09014e561aa470a If the CS team manages renewals and expansion as opportunities in Salesforce, then yes, a lot of the value applies: pipeline analysis, meeting briefs, follow-up drafting, contact signals. The agent doesn't distinguish between a new deal and a renewal. That said, our core features and recommendations are tuned for sales workflows today. But it's a use case we're watching closely.
Does the AI explain why it's recommending a next step?
Katalyst
@tanishq_arya Yes, recommendations come with the reasoning behind them, not just the suggestion. Katalyst grounds each next step in the actual signals and activity it's seeing, the call, the email, the account change, so you can see why it's surfacing something before you accept it. That's the whole point of keeping a human in the loop: you get context, not a black box.