1.8 Glossary

This glossary covers the terms you’ll see in the admin console, the mobile app, and throughout our Help Center articles.

General terms

These appear across the console, the app, and our documentation.

Helpie Event — The product name. A mobile app and admin console for capturing, qualifying, and following up with leads at B2B events.

Account Admin — You. The person who manages the Helpie account, configures events, adds users, and accesses data in the console. Each account currently has one Account Admin.

User — A person using the Helpie Event mobile app at the event — your booth team. Users capture leads, qualify them, and send follow-ups.

Lead — The person whose data is being captured. The visitor your team meets at the booth. Every time a User records a conversation, it creates an Interaction linked to that Lead.

Interaction — The core data record in Helpie. One Interaction = one conversation with one Lead. Contains contact details, Data Module responses, notes, follow-up actions, and consent status.

Data Module — A custom qualification question configured by you. Each Data Module has a title and a set of Choices your team taps to record what they learned. For example: “Interested in” with Choices like Product A, Product B, Product C.

Choice — An individual option within a Data Module. You create Choices in the console. In the app, each Choice appears as a tappable button (called a Chip).

Organisation — The company, firm, or entity a Lead is associated with. Shown in the console under Event Results → Companies.

Event — An exhibition, conference, seminar, roadshow, or company-hosted event that your account is subscribed to. One subscription = one event.

Essential — The entry-level paid tier. Includes the core platform with up to 3 users, email follow-up, and email support. Does not include custom Data Modules, custom assignees, or WhatsApp follow-up.

Pro — The full-featured paid tier. Includes everything in Essential plus unlimited users, custom Data Modules, custom assignees, custom follow-up actions, WhatsApp follow-up, voice and photo notes, extended post-event access, and priority support.

Trial — A time-limited evaluation account with full Advanced-tier access and a Demo Event. Unlimited interactions. Export limited to a format preview.

Post-event access period — The number of days after your event ends during which you and your team retain full access to Helpie. Typically 3 days (Essential) or 7–14 days (Pro). After this period, the event data becomes read-only.

In the app

Terms your booth team sees in the Helpie Event mobile app.

Information — The first tab in the New Interaction screen. Contains contact details: Company, Name, Job Title, Email, Phone. Also where badge scanning and card scanning happen.

Discussion — The second tab. Contains the Data Modules you’ve configured for this section — what the conversation was about, what the Lead was interested in.

Action — The third tab. Contains assignees, follow-up actions, follow-up date, and the Star button. This is where the User records what happens next.

Scan Card — Capture button on the New Interaction screen. Opens the phone camera to scan a business card using AI. Works fully offline.

Scan Badge — Capture button on the New Interaction screen. Scans the QR code on a visitor badge at partner events. Requires internet to fetch email and phone from the organiser’s server.

Chip — The tappable button in the app that represents a Choice within a Data Module. Your team taps Chips to record their answers. A Data Module with more than 5 Chips hides the rest behind an arrow button.

Text Note — A typed note attached to an Interaction. One of three note types.

Photo Note — A photo with a caption attached to an Interaction. Useful for remembering a face, a product, or a scribble on paper. The caption makes it searchable.

Voice Note — A recorded audio note attached to an Interaction. Quick capture when typing isn’t practical.

Star / Starred — Priority flagging. Tap the star icon on any Interaction to mark a Lead as high priority. Starred leads can be filtered in both the app and the console.

Assigned to — Field in the Action tab. Select who is responsible for following up with this Lead. This is a text label only — Helpie does not send any notification to the assigned person.

Next Follow-up — Field in the Action tab. The follow-up action to be taken with this Lead (e.g. Call, Email, Send Sample). These are the actions you configured in the console.

Privacy Consent — A toggle on the New Interaction screen. When enabled by the Account Admin, the User can tap it to record that they obtained the Lead’s permission to capture their personal data.

General (No event) — What a User sees on the app home screen when they are not linked to any event. Fix: the Account Admin links the User to the correct event in the console, then the User taps Sync Now.

Sync Now — Button in the app’s More Menu. Triggers an immediate sync of the User’s data to and from the server. Use after configuration changes, or at the end of each event day.

More Menu — The navigation menu in the app (bottom right of the home screen). Contains Sync Now, My Events, Learning (video guides, tips, FAQs), and My Dashboard.

New Interaction — The primary capture action. Tapping + New on the home screen opens the screen where the User records a Lead.

In the console

Terms you see in the admin console at app.helpie.io.

Dashboard — The home screen of the console. Shows summary cards (events, users, interactions, companies), messaging status, user performance chart, and recent activity feed.

Events — Console sidebar section. Lists all events linked to your account with dates and status.

Configure — Console sidebar section. Where you configure what your booth team sees in the app. Contains: Data Modules, Message Templates, Assignees, Follow-Up Actions, and Consent From Prospect.

Message Template — An email or WhatsApp template you create in the console. Your team sees these as pre-filled messages when they tap the email or WhatsApp icon in the app. Templates support variables like {{first_name}} and {{company}}.

Assignees — The people or teams responsible for follow-up. You create Assignees in the console under App Content. “Myself” is a default. These appear as options in the Action tab of the app. Pro tip: this is just a quick routing hint captured in the moment. No one gets any notifications, it’s just a tag. 

Follow-Up Actions — The specific next steps your team can assign to a Lead (e.g. Call, Email, Send Sample, Schedule Meeting). You create these in the console. “Call” and “Email” are defaults.

Consent From Prospect — Console section under App Content. Where you configure the privacy consent declaration text and set whether consent capture is mandatory or optional.

Team — Console sidebar section. Add, enable, or disable your booth team members. Check their access to specific events.

Results — Console sidebar section. Your captured data. Contains two views: Interactions (every conversation recorded) and Companies (aggregated by organisation).

Intelligence — Console sidebar section. Visual charts showing how leads are being captured (card vs badge vs manual), activity by event day, and user performance.

Settings — Console sidebar section. Contains three toggles: Hide past data visibility, Lock email functionality, Lock WhatsApp functionality. Changes take effect when Users tap Sync Now.

Export — Button on the Interactions and Companies screens. Downloads your data as an Excel file. One row per Interaction, with all contact details, Data Module responses, notes, consent status, and timestamps.

Consent Received — A status field shown on each Interaction in the console. Indicates whether the User captured privacy consent from the Lead at point of capture.

Demo Event — An auto-assigned event on Trial accounts. Lets you explore the full app experience before purchasing a subscription.

Still need help?

Email us at prioritysupport@helpie.io or call +91 98206 08561.