Reference
Answers about AI approvals, Campaigns, RFPs, responses, client proposals, booking methods, Orders, Deals, and permissions.
3 min readUpdated
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Tap can structure Campaigns, research options, draft requests, and compare responses. People remain responsible for direction, recipients, commercial terms, and approvals.
No. An authorized person reviews and explicitly approves the named send action. Client approval also never sends an Order automatically.
Yes. In Confirm, choose the buy to preserve its quantities without placing Orders, then share an immutable proposal with an actively connected Brand workspace. If the connection is not active, Tap sends the invitation first and stops before sharing.
A Brand Admin or Approver can approve the complete current version or request changes with a required message. The agency answers requested changes with a complete new version. A response date can trigger reminders but does not automatically approve, decline, or expire the proposal.
No. It is a Tap confirmation of the complete proposal version and its maximum approved total. It is not an invoice, electronic signature, or payment acceptance.
Choosing saves the proposed media mix. Placing continues to a booking-method decision and can create supplier commitments. This separation supports client review before booking.
Yes. Choose Book and track externally, acknowledge that your team will book and track in Prisma / Mediaocean or another system, and use the available Excel or Prisma / Mediaocean template. Tap does not send those Orders to suppliers.
No. The same booking fee applies. With Tap booking it is invoiced after supplier confirmation. With external booking it is invoiced when the buyer confirms external tracking.
No. Buyers and suppliers remain responsible for media agreements, credit, invoicing, and payment. Tap invoices only its own applicable fees.
A sent revision does not change silently. Material changes require a reviewed and explicitly sent new revision. A deadline-only change uses the separate amendment flow.
An open station workspace can still accept a response and label it late. A closed workspace stays visible but accepts no new response or replacement.
Tap rechecks the selected source before Order placement. Withdrawn, expired, superseded, closed, or stale response options cannot enter a new Order.
Yes. Eligible television Orders can be exported as TVB order XML and eligible radio Orders as RAB radio order XML. Export availability depends on the required station and Order metadata.
The supplier-facing request includes the counterparty, markets, represented inventory suppliers, screen count, budget, flight, objective, and deadline. Directional estimated impressions and Tap screen identifiers remain Tap-only planning context.
Yes. Tap exposes an authenticated buyer MCP server at https://mcp.tap.co. Review organization selection, approvals, privacy, and reconnection before connecting another AI client.
Full visibility requires View pipeline at the organization, market, or station scope. Without it, a person generally sees assigned work or work they created.
Grant Receive RFPs to at least one eligible teammate or configure a matching routing rule. Routing assigns work only to people who already have access.