# Accoil Docs - [Accoil Docs](/docs): Guides, concepts, and troubleshooting for Accoil — product engagement analytics for B2B SaaS. - Getting started - [Getting Started Overview](/docs/getting-started): Setting up your Accoil account and connecting your product data. - [Set up Accoil](/docs/getting-started/set-up-accoil): Connect product data, configure the way Accoil interprets it, create a workspace, and start exploring dashboards and profiles. - [Connect Your Product Data to Accoil](/docs/getting-started/connect-your-product-data-to-accoil): Connect your product data to Accoil by choosing the integration that fits your stack and start turning product usage into actionable insights. - Data sources - [Data sources](/docs/getting-started/data-sources): Send product data to Accoil directly or through your existing pipeline. - [Amplitude event stream](/docs/getting-started/data-sources/amplitude-event-stream): You can stream product analytics data from Amplitude directly into Accoil—enabling real-time visibility into product usage, account health, and feature engagement across your SaaS customer base. - [Atlassian Marketplace](/docs/getting-started/data-sources/atlassian-marketplace): Sync Atlassian Marketplace license data into Accoil to combine subscription details with product usage for deeper customer insights. - [PostHog data pipeline to Accoil](/docs/getting-started/data-sources/posthog-data-pipeline-to-accoil): Connect PostHog to Accoil using the native data pipeline destination to power engagement scoring and account health from your existing analytics. - [Rudderstack Quick Start Guide for Accoil](/docs/getting-started/data-sources/rudderstack-quick-start-guide-for-accoil): Add Accoil as a RudderStack destination using your Ingestion API key, and see which identify, group, and track events Accoil stores. - [Segment quick start guide for Accoil](/docs/getting-started/data-sources/segment-quick-start-guide-for-accoil): Add Accoil as a Segment destination using your Ingestion API key, and see which identify, group, and track events feed engagement scoring. - [Sending data directly to Accoil](/docs/getting-started/data-sources/sending-data-directly-to-accoil): How to send product engagement data to Accoil, including where to find developer documentation for custom JavaScript and API integrations. - Connections - [Connections Overview](/docs/connections): Integrate Accoil engagement scores with the other tools your team uses. - [Understanding Connections](/docs/connections/understanding-connections): Compare the three kinds of Accoil connection: widgets that show live data, DataSync that pushes traits, and actions that trigger follow-ups. - [Attio Connection](/docs/connections/attio-connection): Sync real-time product engagement traits from Accoil into Attio for smarter workflows and enriched customer data. - [Connect Atlassian Marketplace to Accoil](/docs/connections/connect-atlassian-marketplace-to-accoil): Connect an Atlassian Marketplace partner account to Accoil, find the required vendor and product IDs, and sync app license data to matching accounts. - [HubSpot Connections](/docs/connections/hubspot-connections): Sync Accoil traits onto HubSpot contacts and companies, add the Accoil widget to records, and create tasks from your automation rules. - [Intercom Connections](/docs/connections/intercom-connections): Bring real-time product engagement data into Intercom to personalize conversations and automate targeting. - [Jira Service Management Connections](/docs/connections/jira-service-management-connections): Install the Accoil widget in Jira Service Management so agents see account and user engagement in the request sidebar while handling tickets. - [LLM Connections (OpenAI, Claude & Perplexity)](/docs/connections/llm-connections-openai-claude-perplexity): Manage the OpenAI, Claude, and Perplexity connections Accoil uses to write summaries, supply your own API key, or disable a model entirely. - [Segment Connections](/docs/connections/segment-connections): Send Accoil engagement traits to Segment with identify and group calls, trigger events from automation rules, and connect using a write key. - [Slack Connections](/docs/connections/slack-connections): Connect Slack to receive Accoil automation alerts in your channels and use slash commands to look up users, accounts, and engagement data. - [Zendesk Connections](/docs/connections/zendesk-connections): Add the Accoil widget to Zendesk Support tickets and Zendesk Sell leads so agents see engagement, activation, and adoption while they work. - Configuration - [Configuration Overview](/docs/configuration): Settings and options to manage your Accoil account. - [Data Configuration](/docs/configuration/data-configuration): 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](/docs/configuration/configure-traits): Traits are properties associated with your users and accounts — such as sign-up date, plan type, region, or number of sessions. - [Calculated Traits](/docs/configuration/calculated-traits): Create dynamic user and account attributes by combining existing data with simple formulas. - [Setting up Features](/docs/configuration/setting-up-features): Group product events into features in Settings, assign unassigned events to each one, and set the feature order used across Accoil. - [Import Data into Accoil](/docs/configuration/import-data-into-accoil): Accoil’s data import system enables high-throughput bulk ingestion of historical user, group, and event data to power your analytics. - [How Accoil Handles Identifier Case Sensitivity](/docs/configuration/how-accoil-handles-identifier-case-sensitivity): Accoil treats user and account identifiers as case-insensitive. Here's what that means for your data and what to do if your IDs are case-sensitive. - [Accoil Sandbox Accounts](/docs/configuration/accoil-sandbox-accounts): Request a free, isolated sandbox account to test tracking setups, data models, and segments without touching your production data. - [Managing Billing & Plans in Accoil](/docs/configuration/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. - Accounts & users - [Accounts and Users Overview](/docs/accounts-and-users): Account engagement metrics for better insights. - [Understanding Users and Accounts](/docs/accounts-and-users/understanding-users-and-accounts): Understand how individuals and organizations are represented in your workspace, and how active users and accounts are determined. - [Understanding Traits](/docs/accounts-and-users/understanding-traits): Learn how traits describe users and accounts in Accoil, and how they power segmentation, targeting, and analytics. - [Account Tab](/docs/accounts-and-users/account-tab): Compare accounts on the Accounts tab using engagement score, score change, activation, active users, and adoption rate. - [Use an account profile](/docs/accounts-and-users/use-an-account-profile): Review an account's product activity, users, activation, traits, and other metrics in one configurable profile. - [Account summaries](/docs/accounts-and-users/account-summaries): Accoil’s AI-powered summary feature provides concise, actionable overviews of account engagement data. - [Customise account and user profile layouts](/docs/accounts-and-users/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](/docs/accounts-and-users/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](/docs/accounts-and-users/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](/docs/accounts-and-users/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. - Workspaces - [Workspaces Overview](/docs/workspaces): Lay the foundation for accurately measuring engagement. - [Understand workspaces](/docs/workspaces/understand-workspaces): Learn how a workspace defines scoring, active users and accounts, activation, and the audience being analysed. - [Configuring a Workspace](/docs/workspaces/configuring-a-workspace): Create a workspace, choose its 1, 7, or 30-day time window, add the features that define engagement, and tune the weights behind the score. - [Unsure what to score and weight in your workspace?](/docs/workspaces/unsure-what-to-score-and-weight-in-your-workspace): Group your events into features, then score and weight those features so your workspace reflects what good engagement actually looks like. - [Best Practices for creating workspaces](/docs/workspaces/best-practices-for-creating-workspaces): How many events to score in a workspace, how to spread weights across high, medium, and low value actions, and answers to common setup questions. - [How is the Workspace score calculated?](/docs/workspaces/how-is-the-workspace-score-calculated): How Accoil turns scored events and their weights into a workspace score, and why those same scored events decide who counts as active. - [Track engagement score changes over time](/docs/workspaces/track-engagement-score-changes-over-time): Use dashboards, metric cards, and profiles to understand how engagement changes over time. - [Creating multiple Workspaces](/docs/workspaces/creating-multiple-workspaces): Build a separate workspace for each type of user, apply filters so only matching users are scored, and switch between workspaces as you work. - [Picking your default workspace](/docs/workspaces/picking-your-default-workspace): Set the workspace Accoil opens in when you log in, using the Options menu in workspace settings so you land on the right scores each time. - Features & events - [Features and Events Overview](/docs/features-and-events): How user actions (events) and grouped behaviours (features) power engagement, activation, and adoption insights. - [Understanding Events](/docs/features-and-events/understanding-events): Learn what events are in Accoil, how they’re tracked, and how they power engagement, scoring, and activation insights. - [Understanding Features](/docs/features-and-events/understanding-features): Features allow you to group related product events into meaningful, user-facing capabilities—like \"Used Reports\" or \"Invited a Teammate.\ - [Legacy: Identifying your most engaging events](/docs/features-and-events/legacy-identifying-your-most-engaging-events): Legacy reference for event engagement analysis. Use the Events dashboard and Metric Library instead. - [Legacy: The Events view](/docs/features-and-events/legacy-the-events-view): Legacy reference for the retired Events view. Use the Events dashboard for event analysis. - [Legacy: The Features view](/docs/features-and-events/legacy-the-features-view): Legacy reference for the retired Features view. Use the Features dashboard for feature analysis. - Activation - [Activation Overview](/docs/activation): Tracking user and account activation in Accoil. - [Understanding Activation](/docs/activation/understanding-activation): Learn how Accoil defines activation, why it matters, and how it shapes product success from the very first interaction. - [Set up activation](/docs/activation/set-up-activation): Configure the user and account criteria that Accoil uses to measure activation. - Segments - [Segments Overview](/docs/segments): Quickly see hot, cold, and custom account segments. - [Understand segments](/docs/segments/understand-segments): Learn how user and account segments work in Accoil, how they update, and where you can use them. - [Create and manage segments](/docs/segments/create-and-manage-segments): Create, duplicate, edit, save, and delete custom user and account segments. - Dashboards & metrics - [Dashboards and Metrics Overview](/docs/dashboards-and-metrics): Assemble the metrics your teams need into dashboards. - [Understand dashboards and metrics](/docs/dashboards-and-metrics/understand-dashboards-and-metrics): Learn how suggested dashboards, custom dashboards, metric cards, and the Metric Library work together in Accoil. - [Use suggested dashboards](/docs/dashboards-and-metrics/use-suggested-dashboards): Start with Accoil's suggested dashboards, then use the right view for the question you are investigating. - [Understand dashboard controls](/docs/dashboards-and-metrics/understand-dashboard-controls): Learn how time periods, object context, and incomplete periods affect the metrics shown on a dashboard. - [Create and customise a dashboard](/docs/dashboards-and-metrics/create-and-customise-a-dashboard): Create a dashboard for your team and arrange the metric cards, layout, visibility, and feeds it needs. - [Use the Metric Library](/docs/dashboards-and-metrics/use-the-metric-library): Browse the metrics available in Accoil, inspect their context, and add them to a custom dashboard. - Feeds - [Feeds Overview](/docs/feeds): Stay on top of product and customer movement with curated activity feeds tailored to your team. - [Understanding Feeds](/docs/feeds/understanding-feeds): Accoil Feeds turn product and customer activity into a curated stream of meaningful updates for your team. - [How Feeds work: Cards, Timeframes & Grouping](/docs/feeds/how-feeds-work-cards-timeframes-grouping): Learn how Accoil generates feed cards, group insights by timeframe, and surface changes based on real product behavior. - [Creating and Managing Feeds](/docs/feeds/creating-and-managing-feeds): Feeds in Accoil are customizable streams of product and customer activity that keep your team aligned and up to date. - Automations - [Automations Overview](/docs/automations): Trigger and automate actions in other apps with Accoil data. - [Understanding Automation](/docs/automations/understanding-automation): Empower teams to automate tasks, receive alerts, and integrate Accoil data seamlessly into other platforms. - [Triggers for Automations](/docs/automations/triggers-for-automations): Choose between the five automation triggers - score changes, new users, activation changes, segment entry, and custom - and refine them with filters. - [Setting up Accoil Slack alerts](/docs/automations/setting-up-accoil-slack-alerts): Create an automation that posts alerts to Slack, then choose its trigger, channel, filters, delivery frequency, and preview fields. - [Setting up a Webhook automations](/docs/automations/setting-up-a-webhook-automations): Send trigger data from Accoil to any webhook URL, choose the traits included in the payload, test the request, and set the automation live. - [Hubspot Automations](/docs/automations/hubspot-automations): Build an automation that creates a HubSpot task when an Accoil trigger fires, and see how tasks are assigned and when they fall due. - Plays - [Plays Overview](/docs/plays): Tactical plays to run based on the signals Accoil surfaces. - Customer retention - [Customer retention](/docs/plays/customer-retention): Spot risk early and keep accounts engaged. - [Engaging At-Risk Customers Play: Strategies and Insights](/docs/plays/customer-retention/engaging-at-risk-customers-play-strategies-and-insights): Discover effective strategies to engage at-risk customers and reduce churn through targeted outreach and personalized retention offers. - [The Annual Contract Renewal Play: Strategies for Success](/docs/plays/customer-retention/the-annual-contract-renewal-play-strategies-for-success): Explore essential strategies for preparing annual contract renewals in B2B SaaS, focusing on engagement scoring and account segmentation. - [The At-Risk Accounts Playbook Play: Strategies and Insights](/docs/plays/customer-retention/the-at-risk-accounts-playbook-play-strategies-and-insights): Discover effective strategies to identify and re-engage at-risk accounts, enhancing retention and reducing churn in your SaaS business. - [The Customer Engagement Play: Reviving Unresponsive Accounts](/docs/plays/customer-retention/the-customer-engagement-play-reviving-unresponsive-accounts): Discover effective strategies to reactivate unresponsive accounts and enhance customer relationships in your SaaS business. - [The Customer Reactivation Play: Strategies and Insights](/docs/plays/customer-retention/the-customer-reactivation-play-strategies-and-insights): Discover effective customer reactivation strategies and win-back campaigns to boost engagement and retention in your B2B SaaS business. - [The Engagement Play: Strategies for Post-Onboarding Check-ins](/docs/plays/customer-retention/the-engagement-play-strategies-for-post-onboarding-check-ins): Discover strategies for effective post-onboarding check-ins and engagement tracking to prevent early disengagement and boost satisfaction - [The Feature Adoption Play: Engaging users with targeted campaigns](/docs/plays/customer-retention/the-feature-adoption-play-engaging-users-with-targeted-campaigns): Discover strategies for driving feature adoption through user engagement nudges and effective customer success tactics. - [The Feature Engagement Play: Strategies for User Reactivation](/docs/plays/customer-retention/the-feature-engagement-play-strategies-for-user-reactivation): Explore strategies for detecting feature drop-off and reactivating users to enhance engagement and prevent churn in your SaaS product. - [The Lifecycle Check-In Play: Strategies for Customer Retention](/docs/plays/customer-retention/the-lifecycle-check-in-play-strategies-for-customer-retention): Discover effective lifecycle check-in strategies to enhance customer retention and renewals, focusing on personalized engagement and metrics - [The Low Adoption Engagement Play: Strategies and Insights](/docs/plays/customer-retention/the-low-adoption-engagement-play-strategies-and-insights): Discover targeted strategies to engage low-adoption customers and enhance product usage through tailored enablement and outreach. - [The Power User Engagement Play: Strategies and Insights](/docs/plays/customer-retention/the-power-user-engagement-play-strategies-and-insights): Discover strategies to recognize and engage power users, enhancing adoption and advocacy in your B2B SaaS business. - [The Workflow Optimization Play: Strategies for Enhancing Feature Adoption](/docs/plays/customer-retention/the-workflow-optimization-play-strategies-for-enhancing-feature-adoption): Discover strategies to enhance feature adoption and improve workflow completion rates through targeted user outreach and engagement tracking - New user onboarding - [New user onboarding](/docs/plays/new-user-onboarding): Get new users and accounts to first value faster. - [The Activation Support Play: Strategies and Insights](/docs/plays/new-user-onboarding/the-activation-support-play-strategies-and-insights): Discover strategies to guide active users through activation workflows, enhancing engagement and driving customer success. - [The Early Engagement Play: Strategies and Insights](/docs/plays/new-user-onboarding/the-early-engagement-play-strategies-and-insights): Discover effective strategies to boost early engagement and reduce churn for low-activity SaaS accounts through targeted outreach. - [The Feature Activation Play: Strategies for user onboarding success](/docs/plays/new-user-onboarding/the-feature-activation-play-strategies-for-user-onboarding-success): Explore key strategies for enhancing feature activation during user onboarding to drive engagement and retention. - [The Multi-User Activation Play: Strategies and Insights](/docs/plays/new-user-onboarding/the-multi-user-activation-play-strategies-and-insights): Explore proven strategies for multi-role adoption to enhance customer success, reduce churn, and drive account expansion. - [The Onboarding Milestone Play: Strategies and Insights](/docs/plays/new-user-onboarding/the-onboarding-milestone-play-strategies-and-insights): Discover strategies to enhance customer onboarding by supporting key milestones, improving activation rates, and reducing churn. - [The Onboarding Reactivation Play: Strategies and Insights](/docs/plays/new-user-onboarding/the-onboarding-reactivation-play-strategies-and-insights): Unlock stalled accounts with effective onboarding reactivation strategies, personalized nudges, and improved activation rates. - [The Onboarding Success Play: Strategies and Insights](/docs/plays/new-user-onboarding/the-onboarding-success-play-strategies-and-insights): Discover effective strategies to assist low-activation users during onboarding and boost engagement and retention. - [The Quick Wins Play: Elevate User Engagement and Activation](/docs/plays/new-user-onboarding/the-quick-wins-play-elevate-user-engagement-and-activation): Discover strategies to implement Quick Wins Campaigns that enhance user activation milestones and drive sustained engagement in B2B SaaS. - [The Re-engagement Play for Onboarding Success](/docs/plays/new-user-onboarding/the-re-engagement-play-for-onboarding-success): Discover strategies to identify and re-engage onboarding customers showing declining engagement to enhance retention and success. - Opportunity to close - [Opportunity to close](/docs/plays/opportunity-to-close): Turn product signals into pipeline and closed deals. - [The champion creation play for enhanced customer success](/docs/plays/opportunity-to-close/the-champion-creation-play-for-enhanced-customer-success): Discover strategies to identify and empower champions, driving user engagement and boosting customer expansion rates. - [The dormant trial recovery play: Strategies and Insights](/docs/plays/opportunity-to-close/the-dormant-trial-recovery-play-strategies-and-insights): Unlock strategies to reactivate dormant SaaS trials and enhance customer success through targeted outreach and support. - [The Engagement Spike Play: Strategies for Effective Customer Follow-Up](/docs/plays/opportunity-to-close/the-engagement-spike-play-strategies-for-effective-customer-follow-up): Discover actionable strategies for detecting engagement spikes and enhancing follow-up efforts to boost customer success in B2B SaaS. - [The Freemium Conversion Playbook: Strategies for High-Engagement Accounts](/docs/plays/opportunity-to-close/the-freemium-conversion-playbook-strategies-for-high-engagement-accounts): Unlock the potential of high-engagement freemium accounts with proven strategies for conversion and customer success. - [The hot trials play: Strategies for accelerating conversion in B2B SaaS](/docs/plays/opportunity-to-close/the-hot-trials-play-strategies-for-accelerating-conversion-in-b2b-saas): Discover actionable strategies to convert highly engaged trial accounts in B2B SaaS, focusing on user behavior and targeted outreach. - [The Premium Feature Adoption Play: Strategies and Insights](/docs/plays/opportunity-to-close/the-premium-feature-adoption-play-strategies-and-insights): Unlock upselling potential with strategies for engaging power users exploring premium features and driving revenue growth. - [The Stalled Opportunities Play: Strategies for Reviving Sales Engagement](/docs/plays/opportunity-to-close/the-stalled-opportunities-play-strategies-for-reviving-sales-engagement): Unlock stalled pipeline deals with personalized outreach and targeted engagement strategies to boost sales conversion rates. - [The Trial Conversion Play: Strategies for Engaging High-Intent Users](/docs/plays/opportunity-to-close/the-trial-conversion-play-strategies-for-engaging-high-intent-users): Discover effective strategies to convert trial users into paying customers through urgency and personalized engagement in your B2B SaaS. - [The Trial Engagement play for enhanced conversions](/docs/plays/opportunity-to-close/the-trial-engagement-play-for-enhanced-conversions): Discover strategies to build a trial account engagement profile that boosts conversions and optimizes customer onboarding. - [The Trial Engagement Play: Strategies and Insights](/docs/plays/opportunity-to-close/the-trial-engagement-play-strategies-and-insights): Discover strategies to enhance trial account engagement and boost conversions without direct outreach. - [The trial reactivation play: Strategies and Insights](/docs/plays/opportunity-to-close/the-trial-reactivation-play-strategies-and-insights): Discover proven strategies to reactivate dormant trial accounts and enhance customer engagement for improved conversion rates. - [The Upsell Strategy Play: Maximizing Premium Feature Adoption](/docs/plays/opportunity-to-close/the-upsell-strategy-play-maximizing-premium-feature-adoption): Discover effective upsell strategies for SaaS by leveraging engagement signals to boost premium feature adoption and reduce churn. - [The Warm Lead Engagement Play: Strategies and Insights](/docs/plays/opportunity-to-close/the-warm-lead-engagement-play-strategies-and-insights): Discover actionable strategies for identifying and engaging warm leads to boost conversions in your B2B SaaS business. - [The Warm Trial Conversion Play: Strategies and Insights](/docs/plays/opportunity-to-close/the-warm-trial-conversion-play-strategies-and-insights): Unlock strategies to convert warm trial accounts into loyal customers through engagement metrics and personalized outreach. - Revenue expansion - [Revenue expansion](/docs/plays/revenue-expansion): Find and act on expansion opportunities inside your base. - [Empowering User Champions Play: Strategic Product Insights](/docs/plays/revenue-expansion/empowering-user-champions-play-strategic-product-insights): Discover how to identify and engage user champions to enhance product feedback and drive customer advocacy in your B2B SaaS strategy. - [The Advanced Feature Adoption Play: Strategies and Insights](/docs/plays/revenue-expansion/the-advanced-feature-adoption-play-strategies-and-insights): Unlock customer success with strategies for driving feature adoption and engagement in your B2B SaaS product. - [The Cross-Sell Strategy Play: Strategies and Insights](/docs/plays/revenue-expansion/the-cross-sell-strategy-play-strategies-and-insights): Unlock cross-sell potential in your B2B SaaS with proven strategies for tracking engagement and leveraging feature usage gaps. - [The Customer Advocacy Play: Strategies for Engaging Brand Advocates](/docs/plays/revenue-expansion/the-customer-advocacy-play-strategies-for-engaging-brand-advocates): Explore strategies to engage loyal customers as advocates, utilizing recognition programs and advocacy metrics for sustainable growth. - [The Early Adopter Feedback Play: Strategies for Effective Feature Adoption](/docs/plays/revenue-expansion/the-early-adopter-feedback-play-strategies-for-effective-feature-adoption): Discover strategies to gather and leverage early adopter feedback for improved feature adoption and user engagement in B2B SaaS. - [The Early User Feedback Play: Enhancing Onboarding for Better Engagement](/docs/plays/revenue-expansion/the-early-user-feedback-play-enhancing-onboarding-for-better-engagement): Discover strategies to gather early user feedback and improve onboarding, driving engagement and success in your B2B SaaS solution. - [The Enterprise Expansion Play: Strategies for High-Growth Accounts](/docs/plays/revenue-expansion/the-enterprise-expansion-play-strategies-for-high-growth-accounts): Discover effective strategies to identify high-growth accounts and drive enterprise expansion through tailored engagement and solutions. - [The Everyday User Feedback Play: Enhancing Usability and Accessibility](/docs/plays/revenue-expansion/the-everyday-user-feedback-play-enhancing-usability-and-accessibility): Discover strategies to gather everyday user feedback and enhance usability in your B2B SaaS product for improved customer success. - [The Expansion Revenue Play: Engaging Capacity-Triggered Accounts](/docs/plays/revenue-expansion/the-expansion-revenue-play-engaging-capacity-triggered-accounts): Discover strategies to engage capacity-triggered accounts and drive expansion revenue through proactive outreach and tailored offers. - [The Feature Reactivation Play: Boosting Customer Engagement](/docs/plays/revenue-expansion/the-feature-reactivation-play-boosting-customer-engagement): Discover strategies to reactivate high-value features in your SaaS product and enhance customer engagement through targeted campaigns. - [The High-Growth Account Play: Strategies for Customer Expansion](/docs/plays/revenue-expansion/the-high-growth-account-play-strategies-for-customer-expansion): Discover effective strategies to identify and support high-growth accounts, driving customer engagement and revenue expansion. - [The Upsell Strategy Play: Driving Revenue Growth in B2B SaaS](/docs/plays/revenue-expansion/the-upsell-strategy-play-driving-revenue-growth-in-b2b-saas): Discover effective upsell strategies to enhance engagement and drive revenue growth through targeted segmentation and personalized outreach. - [The User Engagement Play: Strategies for Effective Feedback Collection](/docs/plays/revenue-expansion/the-user-engagement-play-strategies-for-effective-feedback-collection): Discover proven strategies to engage users and collect feedback that drives product direction and enhances customer retention. - Use cases & best practice - [Use Cases and Best Practice Overview](/docs/use-cases): How different teams use Accoil. - [7 must-have product engagement metrics for B2B SaaS](/docs/use-cases/7-must-have-product-engagement-metrics-for-b2b-saas): The seven customer health questions to answer in B2B SaaS, from engagement and frequency to feature adoption, activation, tenure, and last active. - [Ways to use your product analytics metrics](/docs/use-cases/ways-to-use-your-product-analytics-metrics): Worked examples of what to do with your Accoil metrics across product engagement, new user activation, account retention, and churn reduction. - Best practice for analytics - [Best practice for analytics](/docs/use-cases/analytics): Best practice for measuring product engagement well. - [Privacy, Data Protection, and Responsible Use of Accoil](/docs/use-cases/analytics/privacy-data-protection-and-responsible-use-of-accoil): Learn how Accoil processes customer data, your responsibilities as a data controller, and best practices for privacy-compliant and ethical use of account engagement analytics. - [Privacy-First Product Analytics: Tracking without User IDs](/docs/use-cases/analytics/privacy-first-product-analytics-tracking-without-user-ids): Track product analytics at the account level to minimize GDPR risk without sacrificing engagement or adoption insights. - [Snapshot Metrics vs Event Analytics](/docs/use-cases/analytics/snapshot-metrics-vs-event-analytics): Snapshot metrics capture the current state of your product, while event tracking records what users do. - [Tracking public end users without exploding your analytics bill](/docs/use-cases/analytics/tracking-public-end-users-without-exploding-your-analytics-bill): Track all public end users under a shared account ID to reduce costs and avoid polluting your analytics. - Building in-house analytics - [Building in-house analytics](/docs/use-cases/in-house-analytics): What it takes to build product engagement analytics yourself. - [DIY Product Analytics Project Checklist](/docs/use-cases/in-house-analytics/diy-product-analytics-project-checklist): A practical checklist for building and maintaining in-house product engagement analytics infrastructure. - [How to Respond When an Engineer Says: “We Can Build That Ourselves”](/docs/use-cases/in-house-analytics/how-to-respond-when-an-engineer-says-we-can-build-that-ourselves): A practical guide to unpacking the real scope of product data requests that start as ‘just a query’ - [Why product analytics is more than just a side project](/docs/use-cases/in-house-analytics/why-product-analytics-is-more-than-just-a-side-project): How to get the data you want when internal teams want to build the solution in-house. - Best practice for teams - [Best practice for teams](/docs/use-cases/teams): Where to start, by team. - [Start here | Customer Success Team](/docs/use-cases/teams/start-here-customer-success-team): How Customer Success teams use Accoil health scores to tailor onboarding, spot struggling users early, and find expansion opportunities. - [Start here | Growth Teams](/docs/use-cases/teams/start-here-growth-teams): How Growth teams use Accoil health insights to target campaigns, improve activation, re-engage at-risk accounts, and find upsell openings. - [Start here | Product Managers](/docs/use-cases/teams/start-here-product-managers): How Product Managers use Accoil activation and adoption data to measure feature success, find friction, and decide what to build next. - [Start here | Sales team](/docs/use-cases/teams/start-here-sales-team): How Sales teams use Accoil to focus on high-potential accounts, spot hot leads from engagement, and time outreach to activation milestones. - [Start here| Account Management](/docs/use-cases/teams/start-here-account-management): What Account Managers can do with Accoil engagement insights, health scores, and adoption tracking to tailor support and drive renewals. - [Start here| Customer support](/docs/use-cases/teams/start-here-customer-support): How support teams use Accoil engagement data to find friction points, answer with context, and reach struggling users before issues escalate. - [Start here| The Product Marketing Manager](/docs/use-cases/teams/start-here-the-product-marketing-manager): How Product Marketing Managers use Accoil engagement data to sharpen positioning, test messaging, and see churn risk before it becomes churn. - Use cases & workflows - [Use cases & workflows](/docs/use-cases/workflows): End-to-end workflows built on Accoil data. - [Boosting product engagement to grow revenue](/docs/use-cases/workflows/boosting-product-engagement-to-grow-revenue): Use customer health scores as an early warning system, and see what product, marketing, sales, success, and engineering teams do with them. - [Find Product Qualified Leads (PQLs)](/docs/use-cases/workflows/find-product-qualified-leads-pqls): Spot product-qualified leads by combining activation, feature usage, and health signals, so sales follows up on users showing real intent. - [Turning trial users to paying customers](/docs/use-cases/workflows/turning-trial-users-to-paying-customers): Use activation milestones to see which trial users have hit their aha moment, which ones have stalled, and where conversion effort should go. - FAQ & troubleshooting - [FAQ and Troubleshooting Overview](/docs/faq-and-troubleshooting): Common questions and concerns about the product, service, and organisation. - Atlassian Marketplace - [Atlassian Marketplace](/docs/faq-and-troubleshooting/atlassian-marketplace): Using Accoil with Atlassian Forge and the Marketplace. - [Atlassian Forge Analytics](/docs/faq-and-troubleshooting/atlassian-marketplace/atlassian-forge-analytics): Find the developer guides for adding Accoil analytics to an Atlassian Forge app, including a full walkthrough and a 10-minute quick setup. - FAQ - [FAQ](/docs/faq-and-troubleshooting/faq): Short answers to the questions we get most often. - [Deleting your Accoil account](/docs/faq-and-troubleshooting/faq/deleting-your-accoil-account): Analytics data is deleted 90 days after your subscription or trial ends, and you can request earlier deletion of the account and its data. - [Trust and Compliance](/docs/faq-and-troubleshooting/faq/trust-and-compliance): Answers to common questions about Accoil security, SOC 2 and GDPR compliance, available certifications, and how to raise a data subject request. - [What is Frequency and how is it calculated?](/docs/faq-and-troubleshooting/faq/what-is-frequency-and-how-is-it-calculated): Frequency counts the days a user or account triggered a scored event in the workspace period, and you can track how it shifts over time. - [What is Tenure and how is it calculated?](/docs/faq-and-troubleshooting/faq/what-is-tenure-and-how-is-it-calculated): Tenure measures how long a user or account has been with you, calculated from the createdAt trait and usable as a segment filter. - June migration - [June migration](/docs/faq-and-troubleshooting/june-migration): Moving to Accoil from June. - [How to migrate from June](/docs/faq-and-troubleshooting/june-migration/how-to-migrate-from-june): A guide for teams migrating from June to Accoil — with familiar integrations, deeper insights, and a product built for long-term growth. - Troubleshooting - [Troubleshooting](/docs/faq-and-troubleshooting/troubleshooting): Fix data, scoring, and integration problems. - [Missing Account Level data](/docs/faq-and-troubleshooting/troubleshooting/missing-account-level-data): Accounts are usually missing because Accoil is not receiving group calls, so check your Segment source schema, mappings, and delivery status. - [Why am I not seeing certain users or accounts?](/docs/faq-and-troubleshooting/troubleshooting/why-am-i-not-seeing-certain-users-or-accounts): Accoil only reports users and accounts that have triggered a scored event, so add a broad event such as login if you want wider visibility. - [Why am I not seeing Tenure for my users or accounts in Accoil?](/docs/faq-and-troubleshooting/troubleshooting/why-am-i-not-seeing-tenure-for-my-users-or-accounts-in-accoil): Tenure is missing when Accoil is not receiving the createdAt trait, so check that your integration sends it at user and account level. - Evaluating Accoil - [Evaluating Accoil Overview](/docs/evaluating-accoil): Helpful information if you are still deciding. - [Convince your boss](/docs/evaluating-accoil/convince-your-boss): Editable formal and casual email copy for asking a manager to approve Accoil, covering the value, setup effort, pricing, and security posture.