2.4 Configuring assignees and follow-up actions

Assignees and follow-up actions help your booth team tag each interaction with a clear next step and a responsible person.

What are assignees?

Assignees are the people in your organisation the user thinks should be responsible for following up after the event. These might be:

• Regional sales managers

• Product specialists

• The booth team member themselves (“Myself”)

• A central office or team (e.g., “SG Office”)

• Helpie provides 'Myself' as a default assignee. You can add more.

When your booth team captures an interaction, they can assign it to the right person with a single tap.

Important: Assignees are text labels for routing and tracking only. Helpie does not send any automatic notification or message to the assigned person. The actual follow-up happens outside Helpie — through your CRM, email, or internal process.

Assigning a lead to someone does not transfer the interaction to that person's app. Each user sees only their own interactions. The assignee will not receive a notification, see the lead in their app, or get the business card image.

The assignment is for your tracking. When you export data to Excel, the Assignee column shows who was tagged. You can then sort or filter the Excel file by assignee and share the relevant rows with each person, team or office.

Setting up assignees

1. Go to Configure → Assignees in the console.

2. Add the names or labels for your assignees.

3. Link them to the relevant event(s).

These will appear as tap-to-select options in the Action tab of the app.

What are follow-up actions?

Follow-up actions are the specific next steps your team can assign to each interaction. For example:

• Call

• Email

• Send sample

• Send pricelist

• Send reference

• Schedule meeting

• ‘Call' and 'Email' are provided as defaults. You can add more.

Setting up follow-up actions

4. Go to Configure → Follow-Up Actions in the console.

5. Add your follow-up action types.

6. Link them to the relevant event(s).

In the app, your team sees both assignees and follow-up actions in the Action tab, along with a follow-up date selector (This Week, Coming Week, or Custom Date).

Important (repeated for emphasis): Assignees are text labels only. Helpie does not send any automatic notification or message to the assigned person. Your team uses the assignment for tracking and reporting — the actual follow-up is done outside Helpie.

Next steps

• Setting up privacy consent (2.5)

• Testing your event setup before the show (2.7)

Still need help?

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