Quickstart

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.

Use this guide when you are new to Custory and want a simple first setup.

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1. Create your workspace

Open Custory and create a workspace for your company, product, or project. A workspace is where your team keeps journeys, personas, customer signals, and product decisions together.

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2. Create a journey

Create a journey for one important customer path. Good first journeys are:

• New user onboarding
• Trial to paid conversion
• First purchase
• Support handoff
• Renewal or expansion

Keep the first version simple. You can improve it later.

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3. Add stages

Stages are the big parts of the customer path. For example, an onboarding journey could use:

1. Sign up
2. Setup
3. First value
4. Team invite
5. Upgrade

Use words your team already uses. Avoid internal labels that customers would not understand.

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4. Add steps

Steps are the moments inside a stage. Examples:

• Customer lands on the pricing page
• Customer creates an account
• Customer imports their first data
• Customer asks support for help
• Customer invites a teammate

Each step can hold notes, evidence, pain points, ideas, owners, and metrics.

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5. Add what you already know

Start with a few useful items:

• An insight from a customer call
• A repeated support question
• A metric that shows drop-off
• An opportunity you want to explore
• A solution idea your team has discussed

Do not try to make the journey perfect on day one. Add enough context to make the next team discussion better.

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6. Invite the right people

Invite people who can add useful customer context:

• Product
• Support
• Customer success
• Design
• Founders
• Sales, if they hear repeated objections

Custory works best when the journey stays current, not when one person maintains it alone.

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What to do next