> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serval.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Catalyst workspace

> Get familiar with the Catalyst interface

The main Catalyst page has three views:

* **Chat**: Conversational sessions with a message thread and resource panel
* **Agents**: Scheduled Catalyst runs that execute automatically on a cron schedule
* **Catalyst skills**: Team-specific instructions that guide Catalyst behavior (separate from help desk skills)

<Frame caption="The Catalyst chat view with sidebar navigation and new-session composer">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-chat-home.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=e6013479493b6eaba57efc5ddc76258c" alt="Catalyst chat view showing the sidebar, Quickstart buttons, and message composer" width="2048" height="1195" data-path="images/serval-docs/catalyst/catalyst-chat-home.png" />
</Frame>

***

## Chat

Chat with Catalyst to build automations from natural language descriptions. Above the chat composer are a number of ways to get started quickly, including **Quickstart**, **Browse prompts**, **Workflow types**, and **Install workflows**.

### Team vs private chats

Every Catalyst chat has a visibility setting:

* **Team chat**: Anyone on the team with Catalyst access
* **Private chat**: Only you

Choose visibility when starting a new chat from the picker on the composer. For an existing session, use the visibility picker in the chat header to switch between team and private.

<Tip>
  Use **private chat** for experiments you are not ready to share. Switch to **team chat** when you want collaborators to find the session in the sidebar or continue the work.
</Tip>

### Fast vs thinking mode

Catalyst offers **Fast** and **Thinking** modes that trade off between speed and depth of reasoning:

* **Fast:** Best for quick edits, small changes, or straightforward questions
* **Thinking**: Best for complex implementations and multi-step builds

Select the mode from the dropdown in the chat composer. The choice applies to the current chat and is remembered per chat.

Managers can set a **default chat mode** under **Settings → Catalyst**. New sessions start with that default and individual users can still change mode in the composer.

### Interactive cards in chat

Catalyst sometimes renders interactive UI in the message thread instead of plain text.

#### Configure integrations

When a workflow needs an app that's not connected, Catalyst shows cards with **Connect**, **Configure**, or **Reconfigure** actions. Complete setup using the card instead of pasting credentials in chat. See [Connecting external apps](/sections/documentation/catalyst/building-workflows#connecting-external-apps).

<Frame caption="A Configure integrations card with a Connect action for an unconnected app">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-configure-integrations-card.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=a384e27e252c257ce3648b18a463c663" alt="Catalyst chat showing a Configure integrations card with a Connect action" width="1232" height="464" data-path="images/serval-docs/catalyst/catalyst-configure-integrations-card.png" />
</Frame>

#### Questions

Catalyst may ask clarifying questions with selectable options (single or multi-select). When you pick an option and submit, Catalyst will note your answer and resume working.

<Frame caption="A structured questions card with single-select options">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-questions-card.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=a6c3df802bf41a046d8e3c44afefe906" alt="Catalyst questions card with selectable options" width="1208" height="606" data-path="images/serval-docs/catalyst/catalyst-questions-card.png" />
</Frame>

#### Temporary workflows

Catalyst may create a temporary workflow to probe an API, fetch data, or validate an integration in the process of completing a task. When Catalyst proposes a temporary workflow, a card appears in chat showing:

* The workflow name and a link to open it in the resource panel
* **Run** and **Reject** actions (unless the workflow is read-only, in which case it may run automatically)

<Frame caption="A read-only temporary workflow auto-approved and run in chat">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-temporary-workflow-run.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=848ff990a025b3a81ec7de8ba3d23e8b" alt="Catalyst chat showing a temporary analysis workflow auto-approved as read-only and completed" width="1278" height="686" data-path="images/serval-docs/catalyst/catalyst-temporary-workflow-run.png" />
</Frame>

### @Mention resources

You can mention existing resources (such as workflows and help desk skills) when chatting with Catalyst. Type "**@**" to see a list of existing resources, and keep typing to specify.

<Frame caption="The @ mention menu for workflows and help desk skills">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-mention-resources.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=079772309a6098747633ebd5fda518d2" alt="Catalyst composer with @ mention dropdown listing workflows and help desk skills" width="1736" height="918" data-path="images/serval-docs/catalyst/catalyst-mention-resources.png" />
</Frame>

### File attachments

Attach files to Catalyst messages to share screenshots, data, or other context.

* Click the **plus** in the composer to pick files
* **Drag** files onto the chat area (a "Drop files to attach" overlay appears)
* **Paste** files from your clipboard when supported by your browser

#### Limits and supported types

* **Maximum file size:** 50 MB per file (under 25 MB recommended)
* **Maximum attachments:** 10 per message
* **Supported file types:**
  * **Images**: PNG, JPEG, GIF, WebP
  * **Documents**: PDF, DOCX, XLSX
  * **Text**: CSV, TXT, Markdown, JSON

### Resource panel

When Catalyst creates or opens a resource such as a workflow or skill, a tab appears in the **resource panel** on the right side of the chat. Edits made via chat or directly in the panel are not live until you publish or complete a review.

<Frame caption="A workflow open in the resource panel with Publish and run controls">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-workflow-resource-panel.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=980e3acada1fb78c691a66856bffd391" alt="Catalyst resource panel showing a draft Okta MFA reset workflow beside the chat" width="2048" height="1522" data-path="images/serval-docs/catalyst/catalyst-workflow-resource-panel.png" />
</Frame>

***

## Agents

You can set up background agents that run on a schedule without requiring you to send each message manually.

Create an agent with **New agent** or select from a set of installable agents for common uses. An agent has the following:

* **Name**: how you identify it in the list
* **Instructions**: what the agent should do each time it runs (e.g. "Investigate open tickets and summarize anything concerning")
* **Schedule**: hourly, daily, weekly, or monthly
* **Permissions**: whose permissions the agent should use while running

<Frame caption="The Agents view listing scheduled Catalyst runs">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-agents-list.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=53dee2b284979711ae24c068fc774ca1" alt="Catalyst Agents view showing scheduled agents with instructions, schedules, and status" width="1870" height="772" data-path="images/serval-docs/catalyst/catalyst-agents-list.png" />
</Frame>

You can pause, resume, edit, and delete existing agents. Each agent run creates a Catalyst session you can open to inspect what happened. You can get notified for various events including when a run is completed or action is required.

***

## Catalyst skills

Catalyst skills provide a way to teach Catalyst about how to build your workflows and common automations.

<Frame caption="The Catalyst skills list with deployment status badges">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-skills-list.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=acf8b99594aed20ade360ef9f29cc2c9" alt="Catalyst skills page showing deployed and draft skills with Open actions" width="2048" height="1025" data-path="images/serval-docs/catalyst/catalyst-skills-list.png" />
</Frame>

To create a skill, go to **Catalyst → Catalyst skills.**

<Frame caption="Choosing between a help desk skill and a Catalyst skill">
  <img src="https://mintcdn.com/serval/P5n-CldG9r_xGwlj/images/serval-docs/catalyst/catalyst-create-skill-modal.png?fit=max&auto=format&n=P5n-CldG9r_xGwlj&q=85&s=2465224f21f5a9a1cead948b17656c4e" alt="Create a new skill modal with help desk skill and Catalyst skill options" width="1040" height="592" data-path="images/serval-docs/catalyst/catalyst-create-skill-modal.png" />
</Frame>

### Catalyst skills vs help desk skills

Catalyst skills are distinct from help desk skills. For more information on help desk skills, see [Help desk skills](/sections/documentation/skills/overview).

|                            |                                    Help desk skills                                   |                                        Catalyst skills                                        |
| :------------------------: | :-----------------------------------------------------------------------------------: | :-------------------------------------------------------------------------------------------: |
|      **Who uses them**     |                     The help desk agent handling employee requests                    |                               Catalyst when building automations                              |
|     **Where to manage**    |                         **Skills** in the main team navigation                        |                                 **Catalyst → Catalyst skills**                                |
|         **Purpose**        | How the agent behaves when handling requests: tone, procedures, when to run workflows | Reusable context and instructions for Catalyst: team conventions, naming, deployment patterns |
| **Do end users see them?** |                          Indirectly, through agent responses                          |                                       No: builders only                                       |

### Examples

* **Help desk skill**: "When someone asks for laptop replacement, gather the reason, run the laptop-request workflow, and set expectations on turnaround time."
* **Catalyst skill**: "Our team prefix is ENG. Always use installable workflows for Okta group changes when one exists."

***

## Learn more

<CardGroup cols={2}>
  <Card title="Catalyst overview" icon="bolt" href="/sections/documentation/catalyst/overview">
    What Catalyst can do
  </Card>

  <Card title="Getting started" icon="rocket" href="/sections/documentation/catalyst/getting-started">
    Enable Catalyst, open your first session, and publish a change
  </Card>

  <Card title="Tutorial" icon="graduation-cap" href="/sections/documentation/catalyst/tutorial">
    Using Catalyst to analyze ServiceNow tickets and build automations
  </Card>

  <Card title="Changes and reviews" icon="clipboard-check" href="/sections/documentation/catalyst/changes-and-reviews">
    Stage changes, propose reviews, and configure approvers
  </Card>

  <Card title="Building workflows" icon="pen" href="/sections/documentation/catalyst/building-workflows">
    Natural language prompting, manual edits, versioning
  </Card>

  <Card title="Dashboards" icon="chart-line" href="/sections/documentation/catalyst/dashboards">
    Building analytics dashboards with Catalyst
  </Card>
</CardGroup>

***

## Related links

<CardGroup cols={2}>
  <Card title="Help desk skills" icon="book" href="/sections/documentation/skills/overview">
    Instructions for the help desk agent on end-user requests
  </Card>

  <Card title="Permissions" icon="lock" href="/sections/documentation/platform/permissions">
    Builder access and team capabilities
  </Card>

  <Card title="Workflow versioning" icon="clock-rotate-left" href="/sections/documentation/workflows/Manage/versioning">
    Published versions and history for individual workflows
  </Card>
</CardGroup>
