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This guide walks you through your first working Catalyst session.

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Prerequisites

Before you can use Catalyst, your team needs:
  • Catalyst enabled: A user with Manager permissions can enable Catalyst in Settings → Catalyst.
  • Builder access: You need Builder permissions or higher to publish workflows.
Catalyst is in open beta and the product is actively evolving. Share feedback with your Serval contact or through Support.

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Enable Catalyst

As a Manager:
1

Open Catalyst settings

Go to Settings → Catalyst in your team.
2

Enable Catalyst

Enable Catalyst. This replaces Workflow Builder as the primary way to create and update workflows and skills for the team.
3

Configure defaults

Set the default chat mode and whether publishing requires review. See Changes and reviews.
Once enabled, Catalyst appears in the team sidebar (above Workflows and Journeys).

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Start your first session

1

Open Catalyst

Click Catalyst in the sidebar. You land on the chat view with a new-session composer.
2

Choose visibility and mode

Before sending a message, set Team chat or Private chat (who can see this session) and Fast or Thinking (speed vs depth for the agent’s reasoning).
3

Describe what you want to automate

Send a concrete prompt, for example: “Create a workflow that adds a user to the “all-staff” Slack channel when they’re onboarded. Search installable workflows first before writing new code.”Click Quickstart above the chat window for common first steps, or Browse prompts for more example requests.
4

Review the draft

Inspect the workflow summary and the code if desired. Ask follow-up questions in chat or edit the code directly in the resource panel.
5

Test when prompted (optional)

After you create a workflow, Catalyst asks if you want to test it.
6

Publish or submit for review

If your team allows direct publishing, click Publish on the workflow tab or above the chat composer. If your team requires review before publishing, click Propose for review above the chat composer. See Changes and reviews.
Once published, your workflow appears in Workflows. Configure triggers, check run history, and debug from Catalyst as needed.

Catalyst overview

What Catalyst can do

Catalyst workspace

Get familiar with the Catalyst interface

Tutorial

Using Catalyst to analyze ServiceNow tickets and build automations

Changes and reviews

Stage changes, propose reviews, and configure approvers

Building workflows

Natural language prompting, manual edits, versioning

Dashboards

Building analytics dashboards with Catalyst