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Use this page when a Custory term shows up in the docs and you want the short version before you keep reading.

Core structure

Custory’s core hierarchy is: Workspace -> Journey -> Stage -> Step -> Item One workspace can hold several journeys. Each journey is organized into stages. Each stage contains customer steps. Items attach evidence or follow-up to the moments that matter.

Glossary

How the pieces fit together

The common item chain is: Touchpoint -> Insight -> Opportunity -> Solution -> Metric Raw evidence often starts at a touchpoint. The touchpoint leads to an insight. The insight points to an opportunity. The opportunity can be answered with a solution. The metric shows whether the change helped. Example:
  • touchpoint: Customer reaches the invite step
  • insight: They are not ready to bring teammates in yet
  • opportunity: Reduce pressure at the invite step
  • solution: Add a skip path
  • metric: Invite completion rate

Common term mixups

Next step

  • Read How Custory works if you want the full mental model behind these terms.
  • Read Items if you want the clearest explanation of how the pieces fit together in practice.
  • Read Quickstart if you are learning the terms while setting up your first workspace.