How teams use it post-sale
Appcues is the delivery layer for in-product guidance. Targeting its flows with engagement segments – stalled-in-onboarding, activated-but-shallow, power-user – means tours and checklists appear only where behaviour says they're needed, instead of greeting every user with the same tooltips.
Any of these runs the same plays — Accoil pushes the same signal wherever the work happens.
Workflows using Appcues4
Second-Department Expansion Playbook 2026
Your best customers run the product in more than one department. This play checks every account against that benchmark each week, confirms the second team is real before anyone calls it a gap, and puts the right move on the account in your CRM: a champion-led rollout, a sponsor conversation, a guided session – or no move, with the reason noted.
Second-Value Seeding Playbook 2026
Your best customers show you which feature comes after the first. This play checks every account against them each week, finds the feature customers like it added next and kept, and puts the move on the account in your CRM: an in-app prompt and a short story, the CSM on the next call – or no move, with the reason noted.
The Shelfware Confession Playbook 2026
Seats paid and seats in use drift apart. This play compares each account's seat use every week with customers its size that renewed at the same or higher revenue, checks the records before calling it a gap, and puts one move on the account in your CRM: a seat review with both paths, a reactivation plan, a right-size quote – or no move, with the reason noted.
What Changed After the Release Playbook 2026
Every release, price change and campaign is a change worth measuring. This play picks the accounts a change should touch before it ships, tells and guides only them, and four weeks on sorts each one: moved, tried and dropped, no change, or the wrong way. Accounts that moved are left alone; the rest get a move on the CRM record.
Every playbook, one download
All 32 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.