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Understanding Engagement Workspaces

Instead of one-size-fits-all engagement, workspaces let you tailor your measurement to match different users, journeys, or product areas.

Simon Herd avatar
Written by Simon Herd
Updated over a week ago

An Engagement Workspace in Accoil defines your unique view of what good looks like — based on how users and accounts engage with your product. Each workspace is a scoring model built around the specific behaviors, features, and milestones that matter for a particular group of users.


What Is an Engagement Workspace?

A workspace answers two core questions:

  1. What does meaningful engagement look like for this group of users or accounts?

  2. What are the key steps that define whether they’ve activated successfully?

To do this, each workspace includes:

  • A scoring model — based on feature usage or event activity, with custom weighting

  • Activation criteria — clear steps users or accounts must complete to be considered “activated”

  • Filters — defining who the workspace applies to (e.g. trial users, enterprise accounts)

All users/accounts within a workspace share the same scoring logic and activation steps — ensuring consistent, focused measurement.


Why Use Multiple Workspaces?

Different users engage with your product in different ways. One engagement model won’t fit all. With Accoil, you can create multiple workspaces to reflect:

  • Different user types (buyers vs sellers, admins vs end users)

  • Different plans (self-serve vs enterprise)

  • Different stages of the customer journey (new trials, active customers, churn risks)

  • Different products (in multi-product setups)

This keeps engagement insights relevant and actionable, without overloading a single score with conflicting signals.


What Makes a Workspace Unique?

Each workspace has a unique definition of success, built from:

Component

Description

Weighted Events

A tailored set of actions that signal value and engagement (e.g. created a dashboard, connected a data source)

Activation Steps

Defined milestones for users or accounts — like completing onboarding or performing core actions

User/Account Filters

Optional filters to limit the workspace to specific segments (e.g. only trial users, only B2B accounts)

Time Frame

The engagement window (1, 7, or 30 days) for evaluating activity

All scoring and activation logic is applied consistently across everyone in the workspace — giving you a focused view of health and engagement.


Lifecycle-Aware Measurement

Workspaces give you the ability to define success at any stage of the user journey:

  • Early stage: Track onboarding completion and early engagement

  • Mid stage: Monitor deeper product usage and collaboration

  • Late stage: Watch for drop-offs or expansion behaviors

Because each workspace is scoped to a specific group, you avoid mixing signals — letting each one reflect its audience cleanly.


Summary

Concept

Meaning

Engagement Workspace

A scoring model that defines what good looks like for a specific group

Scoring

Based on feature/event usage, with custom weights — shared across all users/accounts in the workspace

Activation

Workspace-specific steps that define when a user or account is considered activated

Use Case

Tailor engagement tracking across segments, lifecycle stages, or product lines


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