| AI workspace member | AI that works from the same workspace context as your team instead of from a one-off prompt. | Asking AI to summarize the latest evidence on an opportunity |
| Automation | A repeatable workflow in Custory that handles routine follow-up, updates, or orchestration work. | A weekly journey summary posted to Slack |
| Building blocks | The workspace-wide library for reusable items, personas, and journeys. | Reusing Workspace invite email on onboarding and trial-to-paid journeys |
| Customer persona | A reusable customer profile that helps the team interpret a journey from the right point of view. | Founder-led admin at a small SaaS team |
| External task | Delivery work in another system that stays attached to customer context in Custory. | A GitHub issue linked to an onboarding opportunity |
| Insight | A learning about the customer experience. | Solo admins hesitate to invite teammates too early |
| Integration | A connection between Custory and another tool your team already uses. | Connecting Slack, GitHub, or PostHog |
| Item | A record attached to the journey that holds evidence, a decision, follow-up, or a metric. | Insight about setup friction |
| Journey | One customer flow the team wants to understand or improve. | Trial to paid |
| Journey editor | The main workspace where you view the map, review items, compare priorities, and make updates. | Switching to table view to clean up owners and status |
| Matrix view | The prioritization view for comparing opportunities or solutions by impact and effort. | Comparing a copy fix against an invite-flow redesign |
| Metric | A number that tells you whether a problem matters or whether a response worked. | Invite completion rate within 3 days |
| Opportunity | A problem or leverage point the team may want to act on. | Reduce pressure at the teammate invite step |
| Product signal | Customer evidence from analytics, support, billing, feedback, or delivery work. | A drop in setup completion after a product change |
| Search and filters | Controls that narrow the journey to the items, steps, or patterns you need to review. | Filtering to open opportunities owned by the product lead |
| Solution | A proposed or shipped response to an opportunity. | Add a skip-and-return-later path |
| Stage | A broad phase inside a journey. | Setup |
| Step | A specific customer moment inside a stage. | Customer connects Slack |
| Touchpoint | A customer-facing moment, surface, or interaction where the experience happens. | Invite email |
| Version history | The record of saved journey changes that helps teams review edits and recover safely. | Reviewing who changed a journey before restoring an older version |
| Workspace | The shared home for one team or product area in Custory. | Custory product team |