Getting StartedReference
Glossary
This glossary defines the terms used across Personalisation Hub's HQ Admin, Retail Admin and this help centre, with the wording used on screen. Terms are listed alphabetically.
| Term | Meaning |
|---|---|
| AI agents / skills | The set of AI tasks the platform runs when creating a campaign — capturing details from user input, writing the brief, generating storyboard and copy, creative, and the preview video — each mapped to an AI model under Platform Admin → AI Agents / Skills. See AI agents and skills reference. |
| AI Models / Integrations | The Platform Admin page where model providers (for example OpenAI, Google Gen AI, LTX) are registered with a model name, base URL and your API key for the AI agents to use. Required before a campaign can be created with the AI assistant. See Connect AI models and providers. |
| API Authentication | The Platform Admin page where a secret/token is created for each third-party platform that connects to Personalisation Hub, such as the Visitor API or a menu board. |
| Appointment Template | A named set of appointment rules — booking window, duration, buffer, slots per timeslot, lead times, reminder and cancellation windows, SMS and email retries — assigned to a store under its Enabled Features. |
| Away from Store | The mobile store site state for a visitor who is not at the store; typically shows directions and store information. |
${BrandName} | A token replaced with the Company / Brand Name entered during installation, used in email sender names, SMS and mobile site headers. |
| Brand guidelines | A PDF uploaded under Company Settings → Brand / Logo / Guidelines that the AI agents follow for tone of voice, colours, typography, imagery and compliance when they write briefs and generate creative. See Upload your brand guidelines for the AI agents. |
| Calendar Blocking | An appointment feature that removes dates or times from booking, platform-wide or per store, through defined calendar blocks. |
| Campaign | 1 brief, 1 set of targeting rules, 1 set of schedules and 1 set of creative assets, launched across every enabled touch-point. Managed under Campaigns in HQ Admin. |
| Campaign Brief | The first tab of a campaign: name, details, landing page URL, promoted products and SKUs, target audiences, objective and enabled touch-points. |
| Campaign Objective | A goal such as Increase Revenue / Sales, Cross Sell or Drive Awareness, defined under Company Settings → Campaign Settings and selected on each brief. |
| Campaign Prioritisation | The control on the Campaigns list that sets the order active campaigns are presented for a display type. |
| Category Filter | The visitor-type tag (I'm an Existing Customer, I'm a New Customer, I'm a Business Customer) that decides which reason-for-visit categories a visitor is offered. |
| Closed-Loop Campaign Optimisation | The Platform Admin setting under Campaign Monitoring Settings that classifies on-rotation campaigns from playback data and can set a campaign to inactive after a period without playback. |
| Company Settings | The HQ Admin area for Platform Set-up (email, users, SMS, support details), Brand / Logo / Guidelines, Campaign Settings, Retail Admin Set-up and Retail Settings (store segments, display tags, CTA settings). |
| Connected Display | The mobile store site state for a visitor who has scanned the QR code on a display; shows that display's campaigns and interactions. |
| Connected Store | The mobile store site state for a visitor who is at the store (for example after scanning the store QR code); shows visit-related items such as joining the queue. |
| Connected Website | The mobile store site state for a visitor who reached the site from your website. |
| Cost Control Settings | The page reached from the CloudFormation stack's Outputs tab where environment size and scheduled scale-down are adjusted after installation. |
| CTA Settings | The Company Settings page for adding custom links to the HQ Admin and Retail Admin left-hand menus, showing or hiding the log-out button and back-link, and setting the default Retail Admin profile image. |
| Display | A registered screen or device, assigned to a store and a display type, listed under Displays & Devices → Assigned Devices. |
| Display Tag | A label such as External Facing or Food Court, defined under Company Settings → Retail Settings → Display Tags, assigned to displays and used in targeting rules. |
| Display Type | A definition of a touch-point, name and resolution (for example Landscape, 1920 x 1080) with a default playlist. Every display of that type plays that playlist. Managed under Manage Display Types. |
| Enabled Features | A tab on each store and each display in HQ Admin that switches features on for that record: queueing, appointments, digital signage and Google Business Profile sync for a store; QR Control, proximity, AI-agent control and vision for a display. |
| Enabled Touch-point(s) | The section of the Campaign Brief where a campaign is switched on for Website, Mobile App, Store Sites, Digital Signage, QR-Control, Staff Tablet and AI Agents. |
| Fixed Store Segment | A store segment such as Airport, Metro or Regional that only HQ Admin can assign to a store. |
| Helpdesk user | An HQ Admin user role invited under Platform Set-up, alongside Admin and Marketing users. |
| HQ Admin | The head-office web application at /hq-admin: Campaigns, Displays & Devices, Stores / Branches, Insights / Analytics, Company Settings and Platform Admin. |
| Insights / Analytics | The HQ Admin area with Campaign Performance, Visitor Insights, Store Insights, Upcoming Appointments and Downloads tabs. |
| Installation Wizard | The web page opened from the CloudFormation stack's EC2InstancePublicURL output, used to create the Master Admin account, install the platform and verify the domain. |
| IP Restrictions | The Platform Admin security page that limits platform access to approved IP address ranges (CIDR), maximum 400 records. |
| Launch a New Campaign | The button on the Campaigns list that creates a campaign brief — described to the AI assistant by typing or speaking, or written by hand. See Launch a new campaign. |
| Localised (playback strategy) | A campaign that plays only in stores or on displays matching store or location data: store segments, display tags or staff languages. |
| Master Admin | The primary platform account created in the Installation Wizard. Receives installation emails and opens the Cost Control Settings page. |
| MIST | Juniper MIST virtual-BLE access points, connected under Platform Admin → MIST (Proximity), that let displays personalise by a visitor's zone or virtual beacon. |
| Mobile Site Template | A header, menu items, schedule and visibility-by-state definition under Platform Admin → Mobile Store Sites, assigned to stores, displays or zones. |
| Mobile Store Site | A context-aware mobile site generated for each store, built from a mobile site template and reached from QR codes, SMS links or your app. |
| Offline Device Notification | An email rule under Displays & Devices that alerts addresses when a number of devices have been offline for a set time. |
| On Hold | A queue view where a visitor is paused without losing their place, for example to hand them to a colleague with the right language. |
| On Rotation (playback strategy) | A campaign that plays in the normal rotation of every playlist it is enabled on, with nothing restricting it. |
| Platform Admin | The HQ Admin area for Security (IP Restrictions) and Enabled Features: Google Maps/Places, Digital Signage, Campaign Monitoring Settings, Queueing / Appointments, Mobile Store Sites, API Authentication, Google Business Profile, QR Control, AI Models / Integrations, AI Agents / Skills and MIST (Proximity). |
| Platform domain | Your instance's address on your primary domain, for example ph.yourdomain.com. Set once during installation. |
| Platform Email address | The AWS SES sender address, verified under Platform Set-up, that the platform sends emails and invitations from. |
| Playback Audit | A column on the Displays & Devices list and a tab on each display showing which campaigns played, when, for how long and on which matched rule. |
| Playlist | The channel a display type plays. A campaign is added to a playlist on its brief, and every display of that type plays it. |
| QR Control | A feature that shows a QR code on connected displays; a visitor who scans it can trigger campaigns on that display, open a landing page or join the queue from their phone. |
| Reason for Visit | A category (with optional sub-categories and a time to serve) that a visitor chooses when joining the queue or booking an appointment, defined under Queueing / Appointments → Shared Settings. |
${ReasonForVisit} | A token that carries the visitor's selected reason for visit into messages and URLs. |
| Retail Admin | The store-staff web application (the staff tablet) at /retail-admin-web: Queueing & Appts, Displays & Devices and Store Info. |
| Retail Admin Set-up | The Company Settings page where store staff are uploaded by CSV with a default first-time login password. |
| Scheduled (playback strategy) | A campaign that plays only inside the schedules on its Scheduling tab. |
| Staff Tablet | Another name for Retail Admin, and a campaign touch-point that lets staff activate triggered campaigns. |
| Store Code | A unique identifier per store (for example NSW-004) that links staff, displays and integrations to the store. |
| Store Segment | A label used to localise campaigns for groups of stores. See Fixed Store Segment and Variable Store Segment. |
${StoreName} | A token replaced with the store's name, used for example as the default mobile site header. |
| Target Audience | A persona such as Metro Males or Empty Nester, defined under Campaign Settings and selected on a campaign brief. |
| Targeted (playback strategy) | A campaign that plays only where its targeting rules match visitor or customer data, queueing data or recent interactions. |
| Targeting rule | A condition of data source, variable, operator and values on a campaign's Targeting tab. Rules in a group combine with OR; groups combine with AND. |
| Touch-point | A channel a campaign can appear on: Website, Mobile App, Store Sites, Digital Signage, QR-Control, Staff Tablet or AI Agents. |
| Triggered (playback strategy) | A campaign that waits until a real-time event calls it: a QR Control scan, an AI agent interaction or a match on connected customer or decisioning data. |
| Unassigned Devices | The tab under Displays & Devices listing devices that have connected to the platform domain but have not yet been registered to a store. |
| Variable Store Segment | A store segment such as Hot Day or IPHONE 17 - Out of Stock that a store manager can switch on or off from Retail Admin. |
| vBeacon | A MIST virtual beacon; an alternative to a zone when mapping a display for proximity personalisation. |
| Vision/AI | The per-display feature that runs a computer vision model on the player to estimate passer-by gender and age and record shopfront traffic, without images leaving the device. |
| Visitor API | The endpoint (/location-api/visitor/feed) your app, CDP or decisioning platform posts customer data to, so that campaigns can be triggered for a visitor in a store or on a display. |
| Visitor Type | See Category Filter. |
| Zone | A MIST-defined area of a store that a display or a mobile site template can be assigned to. |
Related
Last updated 17 September 2026
