# Accoil Help Center

> Master customer health with Accoil

## Getting started and connected

- [Accoil setup & configuration guide](https://docs.accoil.com/en/articles/11764122-accoil-setup-configuration-guide.md): A step-by-step guide to setting up Accoil—from data integration to configuration and engagement scoring.
- [Connect Your Product Data to Accoil](https://docs.accoil.com/en/articles/14074523-connect-your-product-data-to-accoil.md): Connect your product data to Accoil by choosing the integration that fits your stack and start turning product usage into actionable insights.

## Use Cases & Best Practice

- [7 must-have product engagement metrics for B2B SaaS](https://docs.accoil.com/en/articles/9519354-7-must-have-product-engagement-metrics-for-b2b-saas.md): Product engagement metrics
- [Ways to use your product analytics metrics](https://docs.accoil.com/en/articles/9536824-ways-to-use-your-product-analytics-metrics.md)

## Workspaces

- [Understanding Engagement Workspaces](https://docs.accoil.com/en/articles/11782399-understanding-engagement-workspaces.md): Instead of one-size-fits-all engagement, workspaces let you tailor your measurement to match different users, journeys, or product areas.
- [Configuring a Workspace](https://docs.accoil.com/en/articles/8888376-configuring-a-workspace.md): Helps you track user behavior, engagement, and health metrics with precision.
- [Best Practices for creating workspaces](https://docs.accoil.com/en/articles/8888377-best-practices-for-creating-workspaces.md): Ensure accurate scoring, smarter segmentation, and better decision-making across teams.
- [Unsure what to score and weight in your workspace?](https://docs.accoil.com/en/articles/9519753-unsure-what-to-score-and-weight-in-your-workspace.md): Effective workspaces for scoring User engagement
- [Creating multiple Workspaces](https://docs.accoil.com/en/articles/8888368-creating-multiple-workspaces.md): Create different scoring lenses for different user types — all in one place.
- [Picking your default workspace](https://docs.accoil.com/en/articles/8888358-picking-your-default-workspace.md): Setting a default Workspace score
- [How is the Workspace score calculated?](https://docs.accoil.com/en/articles/8888388-how-is-the-workspace-score-calculated.md): Breaks down the calculation of the Accoil Analytics score based on event occurrence and weights, for understanding engagement scoring.
- [Can I see how my Engagement Workspace score changes over time?](https://docs.accoil.com/en/articles/8888389-can-i-see-how-my-engagement-workspace-score-changes-over-time.md): How your Engagement Workspace changes over time for engagement analysis

## Accounts & Users

- [Account Tab](https://docs.accoil.com/en/articles/8888382-account-tab.md): Comparing Account Engagement levels
- [Account summaries](https://docs.accoil.com/en/articles/10247956-account-summaries.md): Accoil’s AI-powered summary feature provides concise, actionable overviews of account engagement data.
- [Individual Account detail page](https://docs.accoil.com/en/articles/8888379-individual-account-detail-page.md): Overview of an individual account's health
- [Understanding Traits](https://docs.accoil.com/en/articles/11774442-understanding-traits.md): Learn how traits describe users and accounts in Accoil, and how they power segmentation, targeting, and analytics.
- [Managing Tracked Users : Exclude or Delete](https://docs.accoil.com/en/articles/8888300-managing-tracked-users-exclude-or-delete.md): This guide explains how to exclude or delete tracked users—your product’s end users—from a workspace in Accoil.
- [Manage Accounts: Excluding from Workspaces](https://docs.accoil.com/en/articles/11775612-manage-accounts-excluding-from-workspaces.md): Exclude entire accounts from workspace metrics in Accoil to clean up your data, remove noise from internal or test organization.
- [Understanding Users and Accounts](https://docs.accoil.com/en/articles/11782374-understanding-users-and-accounts.md): Understand how individuals and organizations are represented in your workspace, and how active users and accounts are determined.

## Feeds

- [Understanding Feeds](https://docs.accoil.com/en/articles/11568339-understanding-feeds.md): Accoil Feeds turn product and customer activity into a curated stream of meaningful updates for your team.
- [How Feeds work: Cards, Timeframes & Grouping](https://docs.accoil.com/en/articles/11568413-how-feeds-work-cards-timeframes-grouping.md): Learn how Accoil generates feed cards, group insights by timeframe, and surface changes based on real product behavior.
- [Creating and Managing Feeds](https://docs.accoil.com/en/articles/11568421-creating-and-managing-feeds.md): Feeds in Accoil are customizable streams of product and customer activity that keep your team aligned and up to date.

## Automations

- [Understanding Automation](https://docs.accoil.com/en/articles/8888309-understanding-automation.md): Empower teams to automate tasks, receive alerts, and integrate Accoil data seamlessly into other platforms.
- [Hubspot Automations](https://docs.accoil.com/en/articles/8888312-hubspot-automations.md): Assigning tasks
- [Triggers for Automations](https://docs.accoil.com/en/articles/8888311-triggers-for-automations.md): Various triggers available for Accoil automations, including score changes and new user alerts, and how to add specific filters
- [Setting up a Webhook automations](https://docs.accoil.com/en/articles/8888310-setting-up-a-webhook-automations.md): Setting up a Webhook actions
- [Setting up Accoil Slack alerts](https://docs.accoil.com/en/articles/8888364-setting-up-accoil-slack-alerts.md): Setting up Alerts

## Features & Events 

- [Understanding Features](https://docs.accoil.com/en/articles/11782427-understanding-features.md): Features allow you to group related product events into meaningful, user-facing capabilities—like "Used Reports" or "Invited a Teammate."
- [The Features Views](https://docs.accoil.com/en/articles/11702763-the-features-views.md): Get a high-level overview of how your product's features are being adopted by users or accounts over time.
- [Understanding Events](https://docs.accoil.com/en/articles/11774332-understanding-events.md): Learn what events are in Accoil, how they’re tracked, and how they power engagement, scoring, and activation insights.
- [The Events View](https://docs.accoil.com/en/articles/8888394-the-events-view.md): Functionality of Accoil's Events tab
- [Identifying your most engaging events](https://docs.accoil.com/en/articles/8888395-identifying-your-most-engaging-events.md)

## Activation

- [Setting Up and Viewing Activation in Accoil Analytics](https://docs.accoil.com/en/articles/8888390-setting-up-and-viewing-activation-in-accoil-analytics.md): Covers tracking user and account activation in Accoil Analytics by setting criteria and using filters to enhance activation rates.
- [Understanding Activation](https://docs.accoil.com/en/articles/11782461-understanding-activation.md): Learn how Accoil defines activation, why it matters, and how it shapes product success from the very first interaction.

## Connections

- [Connect Atlassian Marketplace to Accoil](https://docs.accoil.com/en/articles/15951305-connect-atlassian-marketplace-to-accoil.md): Connect an Atlassian Marketplace partner account to Accoil, find the required vendor and product IDs, and sync app license data to matching accounts.
- [Understanding Connections](https://docs.accoil.com/en/articles/8888378-understanding-connections.md): Use Accoil’s integrations to bring product insights into the tools your team already uses
- [Slack Connections](https://docs.accoil.com/en/articles/8888371-slack-connections.md): Get real-time engagement insights, alerts, and actions—right inside Slack.
- [Intercom Connections](https://docs.accoil.com/en/articles/8888374-intercom-connections.md): Bring real-time product engagement data into Intercom to personalize conversations and automate targeting.
- [Zendesk Connections](https://docs.accoil.com/en/articles/10902468-zendesk-connections.md): View live product insights directly in Zendesk Support and Zendesk Sell
- [HubSpot Connections](https://docs.accoil.com/en/articles/10911573-hubspot-connections.md): View live product data, sync engagement traits, and automate follow-ups—all inside HubSpot
- [Jira Service Management Connections](https://docs.accoil.com/en/articles/10911588-jira-service-management-connections.md): View live product insights directly in Jira Service Management tickets
- [Segment Connections](https://docs.accoil.com/en/articles/10911622-segment-connections.md): Sync product traits and trigger events in Segment to power your analytics and downstream tools
- [Attio Connection](https://docs.accoil.com/en/articles/10911638-attio-connection.md): Sync real-time product engagement traits from Accoil into Attio for smarter workflows and enriched customer data.
- [LLM Connections \(OpenAI, Claude & Perplexity\)](https://docs.accoil.com/en/articles/10911654-llm-connections-openai-claude-perplexity.md): Control how Accoil uses large language models \(LLMs\) to generate written summaries

## Segmenting Accounts & Users

- [Creating, editing or deleting Account or User based segments](https://docs.accoil.com/en/articles/8888381-creating-editing-or-deleting-account-or-user-based-segments.md): Build account and user segments in Accoil for sharper insights and smarter decisions.
- [Suggested Segments](https://docs.accoil.com/en/articles/8888367-suggested-segments.md): Suggested segments give you ready-made views of account and user engagement.
- [How are segments scored?](https://docs.accoil.com/en/articles/8888391-how-are-segments-scored.md): Understanding how Accoil scores segments
- [What do the emojis next to an account or user’s score mean?](https://docs.accoil.com/en/articles/8888393-what-do-the-emojis-next-to-an-account-or-user-s-score-mean.md): Emojis that flag engagement score changes
- [Understanding Segments \(Audiences\) in Accoil](https://docs.accoil.com/en/articles/11774122-understanding-segments-audiences-in-accoil.md): Learn how Segments help you define user and account audiences based on traits and behavior, and how to use them across your workflows.
- [ALL vs ANY: How to Choose the Right Match Condition in Accoil](https://docs.accoil.com/en/articles/12086263-all-vs-any-how-to-choose-the-right-match-condition-in-accoil.md): In Accoil, segments use either ALL or ANY as the match condition—never both—so choosing the right one is key to accurate targeting.

## Configuration

- [Setting up Features](https://docs.accoil.com/en/articles/11702717-setting-up-features.md): Organize product events into features to track engagement and extract insights
- [Data Configuration](https://docs.accoil.com/en/articles/8888380-data-configuration.md): To enable accurate user-to-account mapping and unlock powerful account-level and user-level insights in Accoil, you’ll need to configure the appropriate traits under Data Configuration.
- [Configure Traits](https://docs.accoil.com/en/articles/11781007-configure-traits.md): Traits are properties associated with your users and accounts — such as sign-up date, plan type, region, or number of sessions.
- [Import Data into Accoil](https://docs.accoil.com/en/articles/11872700-import-data-into-accoil.md): Accoil’s data import system enables high-throughput bulk ingestion of historical user, group, and event data to power your analytics.
- [Managing Billing & Plans in Accoil](https://docs.accoil.com/en/articles/11781026-managing-billing-plans-in-accoil.md): All you need to know to manage your subscription
- [Accoil Sandbox Accounts](https://docs.accoil.com/en/articles/12055069-accoil-sandbox-accounts.md): Test. Experiment. Get Set Up with Confidence.
- [Calculated Traits](https://docs.accoil.com/en/articles/13297221-calculated-traits.md): Create dynamic user and account attributes by combining existing data with simple formulas.

## Thinking of purchasing Accoil Analytics?

- [Convince your boss](https://docs.accoil.com/en/articles/11049935-convince-your-boss.md): Suggested copy when seeking your Manager's sign off