1.4 Console overview — what’s where

Each section has a specific job.

• Dashboard — Your at-a-glance view. Total events, active users, interactions, companies, and recent activity. Use date filters and the event selector to focus on a specific event.

• Results — Your captured data:

◦ Interactions — Every conversation your team recorded, with full details.

◦ Companies — Aggregated view by company name.

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

• Events — Lists all events linked to your account with dates and status. Verify your upcoming event is set up correctly here.

• Configure — Where you configure what your booth team sees in the app:

◦ Data Modules — Your custom qualification questions.

◦ Message Templates — Email and WhatsApp follow-up templates.

◦ Assignees — People responsible for follow-up (e.g., regional sales managers).

◦ Follow-Up Actions — Next steps your team can assign (e.g., send sample, schedule call).

◦ Consent From Prospect — Privacy consent settings for data protection compliance.

• Team — Add, enable, or disable booth team members. Check their access to specific events.

• Help & Support— You’re here. Articles, guides, and support contact.

• Connect — CRM connections and other integrations.

• Settings — Account preferences including data visibility controls and email/WhatsApp feature toggles for users.

Next steps

• Your first 15 minutes: setup checklist (1.3)

• Building your qualification questions (2.2)

Still need help?

Email us at prioritysupport@helpie.io or call +91 98206 08561. We’re here to help.