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Documentation Index

Fetch the complete documentation index at: https://docs.usecustory.com/llms.txt

Use this file to discover all available pages before exploring further.

Custory uses a few simple building blocks. Once you know these, the product is much easier to use.

Workspace

A workspace is the home for one team, company, or product. It contains your journeys, personas, integrations, team members, and shared settings.

Journey

A journey is a map of what customers go through. It can show a full experience, like “from signup to paid customer”, or a smaller flow, like “getting help from support”.

Stage

A stage is a larger part of the journey. Examples:
  • Discover
  • Sign up
  • Activate
  • Use product
  • Get help
  • Renew
Stages help your team talk about the customer experience in order.

Step

A step is a specific customer moment inside a stage. Examples:
  • Reads the homepage
  • Starts a trial
  • Connects an integration
  • Hits a billing issue
  • Asks support a question
Steps are where most useful context lives.

Item

An item is a piece of context attached to a step. Common item types include:
  • Touchpoint: something the customer does or sees
  • Insight: something you learned
  • Opportunity: a problem worth improving
  • Solution: an idea or planned fix
  • Metric: a number you want to watch
  • Evidence: proof, such as a quote, link, ticket, or analytics signal

Persona

A persona is a simple profile of an important customer type. Use personas to remember who a journey or problem affects.

Integration

An integration connects Custory with another tool. For example, you can connect customer conversations, analytics, tasks, design work, or issue trackers so your journey has better context.

Automation

An automation is a repeatable action Custory can run for you. For example, Custory can help update journey context, create follow-up work, or send updates when something changes.

The simple model

Think of Custory like this:
A workspace contains journeys. A journey contains stages. A stage contains steps. Steps hold the context your team needs to understand and improve the customer experience.