𧊠Overview
Accoil uses large language models (LLMs) like OpenAI, Claude (by Anthropic), and Perplexity to help turn complex behavioral data into clear, natural-language insights.
LLMs are used to generate summariesânot to analyze raw data. All metrics and engagement signals are still generated internally by Accoil. The role of the LLM is to take an anonymized set of insights and translate them into easy-to-read summaries that help teams understand the full context behind user behavior.
This guide explains how to manage these LLM connections, including:
Disabling them
Using your own API key
Understanding how and where they're used
đŹ What These LLM Connections Do
When Accoil generates a summary (e.g. for a company health profile), we:
Calculate all user and group metrics internally
Generate structured insights based on behavior
Send an anonymized version of these insights to the selected LLM (e.g. OpenAI)
Receive a clear, written summary in returnâready for use across Accoil and other tools like Intercom or HubSpot
⨠Why It Matters
LLM-generated summaries help you:
Sales: Turn engagement data into compelling narratives for outreach
Customer Success: Understand account activity at a glance
Support: Get readable context behind user actionsâwithout digging through metrics
Youâll see LLM-powered summaries in dashboards, profiles, and widgets where summaries are enabled.
âď¸ Managing LLM Usage
By default, all available LLMs are enabled for use in Accoil.
You can manage each LLM connection individually by choosing one of three options:
1. Use the default Accoil API key
This is the default behavior. Accoil will use our secure API connection to the selected LLM (e.g. OpenAI or Claude).
2. Use your own custom API key
If your company prefers to manage LLM usage through your own billing or access controls, you can provide your own API key.
This gives you full control over LLM usage
Your key will be used for any summaries or LLM-powered features in Accoil
3. Disable this LLM
This option completely disables the selected LLM for your workspace.
That LLM will not be available for summary generation
Any summaries or features relying on it will fall back to raw insights only
The LLM will no longer appear in profile settings or insight preferences
đĄ This is useful if you need to restrict usage for compliance or policy reasons.
đ Privacy & Data Handling
All data sent to LLM providers is:
Anonymized (no user names, company names, or identifying fields)
Limited to structured, pre-processed insights, not raw events
Sent only for the purpose of generating the summary you requested
You retain full control over which models are used and when.
đ How to Configure
Go to Settings > Connections
Click on the model youâd like to manage (OpenAI, Claude, or Perplexity)
Choose your preferred API mode:
Use the default Accoil API key
Use your own custom API key
Disable (do not use this connection)
Save your changesâAccoil will apply your preferences immediately
đ¤ Available LLM Integrations
Model | Status | Notes |
OpenAI | â Available | Uses GPT models via secure API |
Claude (Anthropic) | â Available | Ideal for longer-form summaries |
Perplexity | 𧪠In Beta | Currently being testedâlimited availability |
đ§ Use Cases by Team
Team | How LLMs Help |
Sales | Instantly understand key signals before a call |
Customer Success | Scan detailed but readable summaries of engagement |
Support | Get natural-language breakdowns of recent user behavior |
Marketing / Product | Review patterns in activation, adoption, or churn triggers |
â Summary
LLMs make Accoil insights more accessible to your whole teamâtransforming raw data into actionable stories. You can control exactly how these models are used by enabling, disabling, or bringing your own keys. Everything is private, secure, and designed to help you move faster with more clarity.
Questions about LLMs or advanced usage? Reach outâweâre happy to help you tailor Accoil to your needs.