Working with Tap AI

Create and manage agents

Set up agents that keep working on a job in the background, such as a weekly campaign review, and choose who can use them.

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Last updated Nov 12, 2026

Your agents

The list on the left shows:

Tap, your main agent, at the top

an agent for each brand you can see, which watches for new supplier responses on that brand's campaigns

agents you or your teammates have created

A dot marks an agent with new messages. Use Search agents to find one, and Archived agents to see ones you've archived. On a brand page, Chat with agent opens that brand's agent.

Create an agent

Open Agents and choose a template, or choose Create agent (the + button) and pick a template or Start from scratch.

Check the details. Templates fill them in for you:

The agent's icon and color, and its Name.
Instructions: what the agent should do, in plain words.
Brand: one brand, or All brands.
Who can join: Only you, or Your workspace.
Check-ins: Automatic follows up on what you ask it to watch, Daily or Weekly checks in at the Day and Time you choose, and Paused works only when you message it.
It can: turn Prepare drafts, Research and Use your integrations on or off.

Choose Create agent. Its conversation opens.

You can also ask Tap AI in any chat, for example "Create an agent that reviews my live campaigns every Monday."

Work with an agent

Message the agent in its conversation like any Tap AI chat. On a schedule, it checks in and posts what it found. It stays quiet when nothing has changed.

Agents prepare work for you to review. Like any Tap AI chat, an agent asks you to approve an action before it sends anything.

Use the buttons at the top of the conversation:

Agent memory shows the notes the agent keeps between messages. Choose Add memory to give it something to remember.

Agent settings changes the agent's name, instructions, check-ins and what it can do.

The ... menu has What I'm watching, the things the agent is keeping an eye on (every agent except Tap). Pause, resume or complete each one, or choose Add follow-up. Check-in activity lists its recent check-ins.

Share an agent with your team

Choose Your workspace under Who can join when you create the agent. People who can see its brand can then open it and message it. A shared agent can't use your integrations, so they stay private.

Only one person can work with a shared agent at a time. If a teammate is using it, you'll see a note, and you can continue when they finish. A shared agent can mention a teammate in its messages, and they get a notification.

To change who can join an existing agent, make a copy: open the ... menu and choose Create private or shared copy. The copy starts fresh, with no messages, memories or files.

Your agents

Create an agent

Templates

Work with an agent

Share an agent with your team

Archive an agent

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