2.5 Configuring assignees and follow-up actions
Set up who’s responsible for follow-up and what the next steps should be.
Written By Ravi Kiran
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 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.
Setting up assignees
1. Go to App Content → 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
• 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 App Content → 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: 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 (2.6)
• Testing your event setup before the show (2.7)
Still need help?
Email us at prioritysupport@helpie.io or call +91 98206 08561.