Launching today
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.
How long does the Salesforce setup typically take? Is it a plug-and-play integration or does it need admin involvement?
Katalyst
@constance_argenson It's built to be plug-and-play, you connect your Salesforce and it reads your existing setup as-is, no migration or rebuild. Larger orgs usually loop in an admin for permissions, but there's no heavy config project.
Katalyst
@realanupreet This comes up with enterprise teams and it's exactly the kind of infra requirement we take seriously. Rather than answer it loosely here, let me get you specifics, what's your setup?
Love the focus on reducing CRM busywork with AI. Does Katalyst learn from each team's sales process over time to improve its recommendations?
Katalyst
@dhatri_rai1 Yes, it learns from how each rep and team actually sells, their calls and emails, so recommendations get sharper over time instead of staying generic.
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.
How does Katalyst prevent inaccurate AI-generated insights from affecting pipeline forecasts or CRM data?
Katalyst
@robert_dimla Every update shows its reasoning and needs rep approval early on, and high-stakes fields like forecast category can stay approval-only, so a bad read never silently hits your pipeline.
Salesforce native or bolted on top through the API? Asking because our admin gets grumpy about anything that requires extra middleware or sandbox shenanigans.
Katalyst
@hayrettinvwjhk There's no middleware or any sandbox. We natively integrate with your custom Salesforce environment - not even any third-party MCP. Your admin will find it breezy!
Love the idea of AI actually taking action instead of just giving insights. What’s an example of something it does automatically during a normal sales day?
Katalyst
@simran_jain18 One example is that the AI can actually draft emails and provide CRM field suggestions. It can also generate account plans and bring relevant signals for you!