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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.

The journey editor is the main workspace for editing, reviewing, and prioritizing a customer journey.

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Available views

Custory gives you four ways to work in the same journey:
  • Journey view for the narrative flow across stages and steps
  • Grid view for grouped operational scanning
  • Table view for audits, cleanup, search, sorting, and property review
  • Impact / effort matrix for prioritization
These views work on the same underlying journey. You are not creating separate copies of the work.

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Search and filters

Use the controls at the top of the editor to narrow large maps. Custory supports:
  • Exact-text and semantic search
  • Filters by item group
  • Filters by status
  • Filters by priority, impact, and effort
  • Filters by owners
  • Filters by stage and step context
  • Filters by changed fields in relevant workflows
Search is designed to help even when you do not remember the exact wording of the item.

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Property visibility

You can control which properties are shown while you work. This is useful when a journey has many fields but the current review only needs a smaller surface, such as owners and status, or impact and effort.

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Saved working preferences

Custory remembers the last editor setup you used, including view and visibility preferences, so repeated work sessions start closer to the state you expect.

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Version history

Use version history when you need to inspect earlier snapshots of the journey, preview previous states, label meaningful snapshots, or restore a prior version. Custory records snapshots for events such as:
  • Session start
  • Session end
  • Auto-save
  • Milestones
  • Manual saves
Version history is useful when a journey changed significantly and your team needs to inspect or recover an earlier state.

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Real-time collaboration

The editor supports live collaboration with:
  • Presence avatars
  • Cursor and editing cues
  • Shared comments on items
  • Immediate visibility into ongoing work
This makes it easier to review a journey together without losing track of who is working where.

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AI in the editor

AI is available directly where the work happens. Use it to:
  • Draft or improve content
  • Review the current journey
  • Summarize evidence
  • Help create follow-up work
  • Work against connected integrations
Because the assistant can see journey context, you do not need to restate the full map every time.