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Welcome to our guides!

Along with our in-app user guides, which provide a walkthrough experience of using Katala, we have compiled a set of written user guides for those who prefer a more traditional learning experience.

Select a topic from the left menu, or search, to learn more.

Expert tip!

A great place to begin is creating a contact. Once you’ve mastered this, you’re halfway there to understand how your interactions relate and impact your strategic aims.

Try our in-app user guides for faster onboarding.

Launching User Guide
  1. Click your user icon.
  2. In the side pane, click User Guides.
  3. Select a topic.
  4. Become a Jedi Master.