Accounts and Users Overview
Account engagement metrics for better insights.
Account summaries
Accoil’s AI-powered summary feature provides concise, actionable overviews of account engagement data.
Account Tab
Compare accounts on the Accounts tab using engagement score, score change, activation, active users, and adoption rate.
Customise account and user profile layouts
Choose the metric cards, summaries, tables, charts, and sections shown on account and user profiles.
Find accounts and users with Search
Use Search to find an account or user in the current workspace and see matches in other workspaces.
Manage Accounts: Excluding from Workspaces
Exclude entire accounts from workspace metrics in Accoil to clean up your data, remove noise from internal or test organization.
Managing Tracked Users : Exclude or Delete
This guide explains how to exclude or delete tracked users—your product’s end users—from a workspace in Accoil.
Understanding Traits
Learn how traits describe users and accounts in Accoil, and how they power segmentation, targeting, and analytics.
Understanding Users and Accounts
Understand how individuals and organizations are represented in your workspace, and how active users and accounts are determined.
Use an account profile
Review an account's product activity, users, activation, traits, and other metrics in one configurable profile.
Managing Billing & Plans in Accoil
Use the Billing and Plans page to check your current plan, switch plan or billing frequency, and manage payment details and invoices in Stripe.
Understanding Users and Accounts
Understand how individuals and organizations are represented in your workspace, and how active users and accounts are determined.