# Glossary

> Alphabetical definitions of the terms used in HQ Admin, Retail Admin and this help centre, from AI agents and display types to zones.

Reference · Getting Started · Last updated 17 September 2026

URL: https://personalisationhub.com/support-centre/getting-started/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](https://personalisationhub.com/support-centre/personalisation-and-ai/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](https://personalisationhub.com/support-centre/personalisation-and-ai/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](https://personalisationhub.com/support-centre/company-set-up-and-users/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](https://personalisationhub.com/support-centre/launching-campaigns/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

- [About Personalisation Hub](https://personalisationhub.com/support-centre/getting-started/about-personalisation-hub/)
- [How campaigns work: playback strategies, touch-points and status](https://personalisationhub.com/support-centre/launching-campaigns/how-campaigns-work-playback-strategies-touch-points-and-status/)
- [Company Settings and Platform Admin explained](https://personalisationhub.com/support-centre/company-set-up-and-users/company-settings-and-platform-admin-explained/)
- [How displays and devices work in Personalisation Hub](https://personalisationhub.com/support-centre/digital-signage/how-displays-and-devices-work-in-personalisation-hub/)
- [How store data works in Personalisation Hub](https://personalisationhub.com/support-centre/stores-and-retail-data/how-store-data-works-in-personalisation-hub/)