This is a quick-reference table of the main terms used in Lumo, organized by category. You can use it as an index whenever you want to check a word whose meaning is unclear.
Categories:
- AI agent
- Basic terms
- Message Broadcast
- Automation
- Customer management
- LINE features
- Chat
- Integrations
- Analytics
AI agent
Lumo is an AI agent for LINE marketing. Tell it your goal, and the agent handles everything from planning broadcasts to executing, analyzing, and improving them. This category gathers the core terms related to the agents.
Marketing Agent
The Marketing Agent is an AI for Workspace Members that takes on the day-to-day work of LINE marketing end to end. It plans, creates, analyzes, and improves broadcasts, so you can focus on setting goals and approving proposals. Whereas the Customer Agent serves your customers on LINE, the Marketing Agent supports the Members working in the management screen.
Customer Agent
The Customer Agent is an AI that automatically responds to questions from your customers (friends) on LINE. You set it up as a Workflow action, and it answers messages from friends based on information in the Knowledge Base. Whereas the Marketing Agent serves the Members in the management screen, the Customer Agent serves your customers on LINE.
Knowledge Base
The Knowledge Base is the storage location for the information the Customer Agent references as the basis for its answers. When you register FAQs, product information, manuals, and the like, the Customer Agent's answers become more accurate.
Chat mode
Chat mode is a setting that switches how you work with the Marketing Agent. You can choose from the following three options.
| Mode | What it prioritizes |
|---|---|
| Auto | Switches between proposing and creating depending on the situation (recommended) |
| Create | Prioritizes producing first drafts and rough versions |
| Consult | Prioritizes brainstorming, analysis, and organizing your approach |
Trust Score
The Trust Score is a measure that shows, for each operation, how much you let the agent act autonomously. The higher the score, the more the agent moves ahead proactively; the lower it is, the more it asks for your approval. On the Dashboard it appears as "Trust in the AI agent."
Approval
Approval is the action of deciding whether to put the agent's proposal into action. Review the proposed content, and select "Approve" to run it or "Cancel" to leave it unrun. The final decision is always yours.
Basic terms
These are the foundational terms — Workspaces, Members, and the like — that you'll want to know as you start using Lumo.
Workspace
The Workspace is Lumo's top-level management unit. You can connect multiple LINE Official Accounts to a single Workspace and manage them together. The Workspace identifier is called the "Lumo ID."
Member
A Member is a user who has been invited to a Workspace. Permissions come in two types, "Admin" and "General Member": an Admin can manage all of a Workspace's settings, while a General Member can use features such as broadcasts and Chat.
Group
A Group is a way to classify Members by team or role.
Folder
A Folder is a way to organize resources such as Message Broadcasts and Segments.
Friends
Friends refers to the LINE users who have added your LINE Official Account as a friend. In Lumo, you can view and manage friend information and classify friends with Segments and tags.
Message Broadcast
These are the terms around the features for delivering messages to friends. It helps to distinguish between "broadcasts you send yourself" and "broadcasts sent automatically based on conditions."
Message Broadcast
A Message Broadcast is a feature for sending a message all at once to a Segment or to all friends. You decide the audience, date and time, and content, then send. Unlike Auto Send Messages, which are sent automatically based on conditions, a Message Broadcast involves creating content for each broadcast and sending it. If you tell the Marketing Agent your goal, you can leave the creation of the broadcast draft to it and simply approve and send it at the end.
Auto Send Messages
Auto Send Messages are messages sent automatically in response to a specific trigger (such as a friend being added or a message being received). Whereas a Message Broadcast is sent each time as a one-off, Auto Send Messages are sent repeatedly every time the conditions are met.
Rich Message
A Rich Message is a message with tappable areas placed on an image. You can set links or actions on the entire image or on multiple areas.
Rich Video Message
A Rich Video Message is a video message with built-in measurement. You can check video playback status and link click status.
Card Type Message
A Card Type Message is a message that lays out information in a card format. Cards combining an image, title, description, and button are displayed with horizontal scrolling.
Broadcast template
A broadcast template is a feature for saving and reusing a template of a Message Broadcast. By saving frequently used structures, you can make creating broadcasts more efficient.
Automation
These are the Workflow-related terms for running set processes automatically. Without writing any code, you can build automation by combining triggers and processes.
Workflow
A Workflow is an automation that combines triggers (the starting events) and actions (the processes). By connecting nodes in the editor, you can build auto-responses and follow-ups without writing code. For example, you can use it to send a greeting message when a friend is added, automatically respond to inquiries, or follow up after a purchase.
trigger
A trigger is the event that sets a Workflow in motion. In addition to basic starting events such as adding a friend, receiving a message, receiving a postback, scanning a QR Code, completing a video view, and being blocked, you can use starting events tied to purchases, inventory, and more once you set up an integration with an external service.
action
An action is a process executed after a trigger fires. The main ones are as follows.
| Category | Main actions |
|---|---|
| Basic actions | Send a message, Auto Send Messages, ask a question, conditional branch, delay, update a Rich Menu, add or remove a tag |
| Automation and integration | Conversation by the Customer Agent, integration with an external service, sending data to an external system |
Conditional branch
A conditional branch is an action that splits the process based on conditions such as a friend's attributes or tags. You can run different processes depending on whether the conditions are met.
Customer management
These are the terms for organizing and classifying friends. Tags and Segments are easy to confuse, so understanding the difference will improve your broadcast precision.
Segment
A Segment is a "filter condition" that extracts friends based on conditions. By combining tags, properties, behavioral history, and more, you use it to narrow down a broadcast audience or a report. For example, you can send a repeat-customer broadcast to "friends who purchased in the past 30 days." Whereas a tag is a label attached to each individual friend, a Segment differs in that it dynamically extracts an audience based on conditions.
tag
A tag is a classification label attached to a friend. By applying labels such as "VIP" or "New customer," you organize friends by attribute or situation. In addition to applying them manually, you can also apply them automatically with a Workflow action. You can add and remove tags from the friend list as well as from the friend info panel in Chat (the inbox). A tag is treated as the same tag no matter which screen you apply it from, and it can be used in Segment conditions.
Property
A property is attribute information tied to a friend. You define and manage custom fields such as name, email address, and membership number, and you can use them in Segment conditions and Workflow conditional branches.
LINE features
These are the terms for the displays and pathways unique to a LINE Official Account. They refer to mechanisms, such as the Rich Menu and QR Code, that prompt friends to take action.
Rich Menu
A Rich Menu is a menu displayed permanently at the bottom of the LINE talk screen. You set tappable areas on an image and assign actions such as URL links or postbacks. By keeping items like "View product list" or "Contact us" always visible, you help friends operate without getting lost.
QR Code
QR Code is a feature that generates a shortened URL with measurement along with a QR Code image. You can place it on flyers or your website and measure the path through which friends are added.
Postback
A postback is an event sent when a friend taps a button on a Rich Menu or Card Type Message. You use it as a Workflow trigger to run automated processes in response to a friend's action.
Chat
These are the terms for one-on-one communication with friends. They refer to features that let your team handle inquiries and follow-ups efficiently.
Inbox
The inbox is the screen for managing one-on-one conversations with friends. In the side menu it appears as "Chat." You can send and receive messages, search and filter conversations, assign owners, ask the Marketing Agent questions, and more.
Tagging from Chat
In the inbox, you can tag a friend while viewing the conversation. The tag you apply is the friend's tag itself, and you can use it directly for filtering the chat list and as a Segment condition. You can manage tags from Tags under Chat settings.
Canned Response
A Canned Response is a template text you can use for replies in the inbox. By registering frequently used answers and guidance in advance, you can respond faster.
Integrations
These are the terms for exchanging data with external services such as e-commerce and CRM systems. Once integrated, you can run more precise broadcasts using data such as purchase history. Note that we use "integration" for external services and "connection" for LINE Official Accounts.
Shopify integration
The Shopify integration connects your Shopify e-commerce site with Lumo and syncs customer data and order data. You link Shopify customer information with Lumo friend information, enabling Segment broadcasts based on purchase history.
HubSpot integration
The HubSpot integration connects your HubSpot CRM with Lumo and syncs contact data. You link HubSpot contact information with Lumo friend information, enabling LINE broadcasts that make use of CRM data.
Klaviyo integration
The Klaviyo integration connects Klaviyo with Lumo and syncs customer data. You can integrate and use your email and LINE marketing data together.
Data sync
Data sync is a mechanism that automatically exchanges information between an external service and Lumo. Once you set up an integration, customer information, order information, and the like are synced.
Analytics
These are the terms for checking the results of broadcasts and Workflows. Because the agent handles analysis and improvement, these metrics become the basis for deciding your next move.
Dashboard
The Dashboard is the screen that displays key metrics, such as friend count trends and broadcast results, in a single view. You can quickly grasp the performance of the entire Workspace.
Reports
Reports is the screen where you can analyze broadcast and Workflow results in detail. You can narrow down by period or Segment to review them.
Open rate
The open rate is a metric showing the percentage of friends who opened a message you sent. You reference it when measuring the effectiveness of Message Broadcasts and Auto Send Messages.
Click rate
The click rate is a metric showing the percentage of friends who clicked a link in a message. You reference it when measuring how compelling your links and buttons are.
Tracking
Tracking is a mechanism that measures message opens and link clicks. You can use it for analyzing broadcast results and setting Segment conditions.