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.
@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.
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.
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.
Katalyst
@ravindra_sisodia1 Nothing writes silently, the rep approves changes early on, and the agent only earns autonomy field by field where it's proven accurate. High-stakes fields can stay approval-only indefinitely. It earns trust rather than assuming it.
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.
Katalyst
@deepanshu_bansal4 Adding to Avneet, fast setup doesn't mean it's writing freely on day one, it starts in approve mode, suggesting immediately while you stay in control, and you widen its autonomy as trust builds. Quick to start, careful by default.
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.
Katalyst
@mayank_singla4 managers tend to love the Zero Board most, it replaces the Monday round of chasing reps for updates with one screen, worst deals first. The weekly pipeline audit basically runs itself.
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.
Katalyst
@new_user___1882026b09014e561aa470a Adding to Avneet, the renewal-slip detection is the piece CS folks tend to find most useful, catching one going quiet before the date arrives. Would genuinely like to hear how it works for your team if you try it.
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.
Katalyst
@tanishq_arya The reasoning isn't just reassurance, seeing why it surfaced a step sharpens the rep's own instincts over time. Less a black box giving orders, more a second set of eyes that shows its work.