Key terms used in Helpie Event — what they mean and where you'll encounter them.

1.8 Glossary

Ravi Kiran

New to Helpie? Understand how the platform works, explore the console, and set up your first event in under 15 minutes.

Getting Started

An overview of the platform — what it does, how it works, and who it's for.

1.1 What is Helpie Event?

What the admin controls in the console and what end users do in the app.

1.2 How Helpie works — the Admin and User model

Six steps to get from first login to a fully configured event.

1.3 Your first 15 minutes — a setup checklist

A quick guide to every section in the admin console navigation (sidebar).

1.4 Console overview — what’s where

How to download, log in, and fix the "General (No event)" issue.

1.5 Installing and logging into the mobile app

How event-based pricing works, what's included, and what happens after the event ends.

1.6 Understanding your subscription and access periods

What devices Helpie works on and whether you need any special hardware.

1.7: Device requirements and compatibility

Configure your Data Modules (qualification questions), message templates, users, and follow-up actions — and test everything before the event begins.

Prepare Helpie for your Event

Confirm your event is listed correctly and understand what event dates and usage dates mean.

2.1 Verifying your event in the console

Create custom qualification questions for your booth team using Data Modules.

2.2 Building your Data Modules

Create and customise the follow-up templates your booth team uses to message leads.

2.3 Setting up message templates (WhatsApp & Email)

How to add your booth team, manage access, and handle special cases like temporary staff.

2.4 Adding and managing users

Set up who’s responsible for follow-up and what the next steps should be.

2.5 Configuring assignees and follow-up actions

What the consent feature does, when to enable it, and what the “Consent received” toggle means.

2.6 Setting up Privacy Consent

A dry-run checklist to make sure everything works before your team arrives at the venue.

2.7 Testing your event setup before the show

A shareable briefing you can forward to your booth team before the event.

2.8 Preparing your team: what to tell your booth staff

What works without internet, what needs connectivity, and how your data stays safe.

2.9 How offline mode and data sync work

How follow-up messaging works, which email client is used, and known limitations.

2.10 How email and WhatsApp follow-ups work in the app

Monitor your team's progress from the dashboard, troubleshoot issues in real time, and understand how scanning and data capture work on the booth floor.

During the Event

What each dashboard metric means and how to monitor your team’s progress in real time.

3.1 Using the Admin Dashboard during a live event

A walkthrough of the end-user app experience — for admins who need to guide their team remotely.

3.2 What your booth staff see in the app

How to add someone to your team during a live event.

3.3 Adding a new user mid-event

Common causes and fixes when data isn’t syncing to the server.


3.4 Troubleshooting: app won’t sync

Why this happens and how to fix it in under a minute.

3.5 Troubleshooting: user sees 'General (No event)'

How to remove access for a team member and what happens to their data.

3.6 Revoking a user’s access during the event

How badge scanning works, which badges are supported, and when to use card scanning instead.

3.7 Scanning badges at partner events

What the scanner does, expected accuracy, tips for better scans, and how to fix mismatched fields.

3.8 How the business card scanner works

Export your data, read your event reports, manage the post-event access period, and get your leads into your CRM or follow-up workflow.

After the Event

How to export your captured interactions, what the output file looks like, and what’s included.

4.1 Exporting your data to Excel

What each report chart shows and how to use them for post-event analysis.

4.2 Understanding your event reports

What’s available after the event ends and what changes once the access period expires.

4.3 What your users can do during the post-event access period

How to get your exported data into Salesforce, HubSpot, Zoho, or other CRM systems.

4.4 Importing Helpie data into your CRM

What changes when your access period expires and how to ensure you don’t lose anything.

4.5 What happens to your data after the access period

Current follow-up capabilities, workarounds for bulk messaging, and what’s coming next.

4.6 Sending follow-up emails and WhatsApp messages

Manage your admin profile, understand your subscription plan, and control data visibility and user permissions.

Account & Settings

What you can change yourself, what Helpie manages for you, and how to request account-level changes.

5.1 Managing your Admin Account

What's included in Essential and Advanced, how event-based pricing works, and how to check your plan.

5.2 Understanding plans and pricing

How data visibility works between users and what the admin can see.
A common question, especially when multiple team members are capturing data at the same event.


5.3 Can an end user access another user’s data?

What users can and cannot export from the app.
Another common question from admins managing their team’s data access.


5.4 Can an end user download their own data?

How we protect your data, who can access it, and how Helpie supports GDPR compliance and data ownership.