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Start here| Customer support

Want to enhance customer support? Start using customer health insights.

Julie Zehntner avatar
Written by Julie Zehntner
Updated this week

Summary

An overview of key tasks for the Customer Support team and how Accoil helps provide data-driven solutions to customer needs.

How this helps

By leveraging real-time customer insights, support teams can anticipate issues, personalize interactions, and improve overall customer satisfaction.



Enhancing customer support with data-driven insights

Customer Support plays a critical role in ensuring users get the most value from your product. Instead of just reacting to issues, proactive support can transform customer interactions by identifying and resolving potential pain points before they escalate.

Accoil helps you:

  • Identify friction points by tracking engagement trends.

  • Enhance self-service resources by analyzing common support queries.

  • Deliver proactive support to users who may be struggling.

  • Personalize interactions by tailoring responses to user experience levels.

With customer health insights, your team can streamline support, reduce churn, and drive customer satisfaction.

Key customer support tasks & how Accoil helps

Task

How Accoil helps

Identify Friction Points

Monitor user behavior: Detect drops in engagement scores to see where users struggle. Example: Identify common roadblocks and improve documentation or UI.

Track Engagement

Engagement metrics: Measure how actively customers use the platform. Example: If adoption rates decline, proactively reach out to offer assistance.

Proactive Solutions

Knowledge Base Enhancements: Use insights to improve FAQs and support guides. Example: Update the help center based on trending support topics.

Predictive Support

Preemptive solutions: Spot early warning signs of frustration and act before tickets pile up. Example: If users repeatedly request help on a feature, create a video walkthrough.

Enhance User Experience

User training programs: Develop guides and webinars based on common challenges. Example: Offer a short training session for users struggling with setup.

Check-In with Purpose

Timely assistance: Use engagement data to personalize check-ins. Example: If a user starts exploring a new feature, send them a quick tip to help them get started.

Feedback Loops

Proactive outreach: Identify disengaged users and ask for feedback before they churn. Example: If a user’s engagement drops, trigger a quick satisfaction survey.

Monitor New Customers

Onboarding Follow-ups: Track new users and guide them to more advanced features. Example: If a new customer is successfully using basic features, introduce them to premium tools.

Anticipate Needs

Proactive assistance: If users frequently access support for a specific feature, offer a personalized tutorial or live Q&A session.

Measure Success

Track support impact: Evaluate how support efforts improve retention. Example: If churn drops after a new onboarding initiative, refine and expand the strategy.

Trend Analysis

Spot common issues: Use engagement data to fine-tune support strategies. Example: If a feature consistently leads to questions, add an in-app tooltip.



How to optimize Accoil for customer support

Follow these steps to maximize customer engagement and streamline support.

Step

What it does

Metrics to Use

1. Set up your own Engagement Profiles

Get a real-time view of customer engagement and behavior. Track trends, feature adoption, and product health to tailor support. Example: Identify users with low engagement and offer proactive assistance.

  • Product Engagement Score

  • Frequency

  • Adoption Rate

  • Tenure

  • Active Users (Total & Percentage)

2. Use Profile segments for Deeper Insights

Identify users who need extra help by segmenting active, disengaged, and struggling customers. Example: Create a segment of users who haven’t completed onboarding.

  • Product Engagement Score

  • Frequency

  • Adoption Rate

  • Tenure

  • Active Users (Total & Percentage)

3. Configure Account & User activation

Define activation milestones to ensure users fully onboard. Example: If users drop off before completing key steps, adjust support outreach accordingly.

  • Activation Rate

  • Engagement Score

  • Adoption Rate

4.Get familiar with the Events page

Identify which features drive engagement and which ones need better support. Example: If users struggle with a feature, provide additional educational resources.

  • Average Adoption

  • Average Adoption Change

  • Average Engagement Score

  • Individual Feature Usage

5.Pipe insights to relevant teams

Share real-time support insights across teams for faster problem-solving. Example: Sync account health scores with Intercom & HubSpot to provide better context during customer interactions.

  • Score Changes

  • Activation Changes New User(s)

  • Account or User Entering a Segment

  • Custom Alert Filters


Final Takeaways: Deliver Smarter, more Efficient support

To maximize support effectiveness, focus on:

  • Identifying friction points to proactively reduce support requests.

  • Tracking engagement & adoption to anticipate user needs.

  • Providing proactive outreach before customers experience frustration.

  • Using data to personalize support and improve response quality.

  • Aligning teams by integrating support insights into shared tools.

Looking for hands-on training? Check out the recommended reads below.

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