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Catalyst is an admin-facing agent that can create and edit workflows, skills, dashboards, journeys, and more. It can also analyze data, generate reports, and proactively investigate issues in your environment. Catalyst replaces workflow builder. Workflows themselves are unchanged: they still run on triggers, appear in run history, and integrate with the help desk. What moves to Catalyst is how you build and publish them.

How it works

Simply start a chat with Catalyst and describe what you want to automate. When Catalyst creates or updates a workflow, skill, or dashboard, the draft appears in the resource side panel for you to review. You can view, test, and iterate on drafts end-to-end before publishing. When you’re ready to use the resource you created, click Publish or Propose for review, depending on your Catalyst settings.

What Catalyst can do

Build workflows

Catalyst authors Serval workflows, the deterministic automations that power your help desk. Reset passwords, onboard new hires, sync data between systems, post to Slack on a schedule, and more. Describe the outcome and Catalyst drafts the workflow for you to review and publish.

Author skills

Skills shape how the help desk agent behaves: tone, escalation paths, troubleshooting flows, and when to invoke specific workflows. Catalyst drafts skills from your description including both the “when to use it” and “what to do.”

Create journeys

Journeys are multi-step workflows, most often used for onboarding/offboarding, that coordinate tasks and dependencies across teams. Catalyst can build and edit journeys for you through natural language.

Configure access management

Catalyst sets up access requests based on details like the roles employees can request, whether requests need approval, how long access lasts, and how access is provisioned. It drafts the roles, policies, and profiles for you to review and publish. For more information, see Configuring access management.

Build dashboards

Catalyst can build analytics dashboards against any data from Serval, connected apps, and public APIs. Each dashboard widget is powered by a workflow that Catalyst writes for you.

Investigate issues and send reports

Need to know which Okta groups are empty, which tickets are stuck, or what’s in your knowledge base? Catalyst can run complex queries, return answers directly in chat, and email a report.

Debug workflow runs

When inspecting any workflow run, hit “Investigate with Catalyst” to analyze what happened. This enables your team to easily debug failed or stalled workflow runs.
The abovementioned areas have been tested and validated by the Serval team. As we are expanding what Catalyst can do, you may discover functionality beyond what’s listed above.

Learn more

Catalyst workspace

Get familiar with the Catalyst interface

Getting started

Enable Catalyst, open your first session, and publish a change

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

Configure access management

Set up roles, approvals, and provisioning with Catalyst

Access management

For roles, approval policies, and provisioning rules. Configure who has access to what resources.

Workflows overview

How workflows run, trigger, and integrate after you build them in Catalyst

Help desk skills

Instructions for the help desk agent on end-user requests

Permissions

Builder access and team capabilities

Workflow versioning

Published versions and history for individual workflows