Setting Up Your Business Profile
Configure your brand intelligence, payment, and team so the AI planner has everything it needs.
Overview#
Your business profile is what the AI planner draws on every time you start a campaign. The more context it has — brand voice, target audiences, geography, payment method — the sharper its recommendations. This guide walks through every section.
Tap supports two account types:
- Standard — full access to the planner, marketplace, deals, and direct booking
- Client — free, read-and-respond tier for proposal recipients (no planner access)
If you're here to plan campaigns, you want a Standard account.
Why your profile matters#
- Brand intelligence — drives planner recommendations and creative briefs
- Payment method on file — required to Verify and Buy
- Team & roles — share access with the right scopes for each person
- Trust signal to suppliers — a complete profile lifts proposal acceptance rates
Get the brand intelligence section right before you start your first campaign — it's what makes the planner feel like a media planner who already knows your business.
Setting up#
Open Brand Intelligence
From the sidebar, click Brand Intelligence. If this is your first time, you'll be guided through a setup wizard. Agencies can create one brand intelligence profile per client they plan for.
Enter brand details
- Brand / company name — legal name or DBA
- Industry — primary vertical
- Website — your primary URL
- Brand voice & description — 2–3 sentences on what the brand stands for and how it talks
- Logo & colours — used in proposal styling and creative briefs sent to suppliers
Define your target audiences
Add one or more audience profiles:
- Audience name — e.g. "Young Professionals", "Parents 35–54"
- Demographics — age, gender, household income, education
- Interests & behaviours — concrete tags the planner can match against platform data
- Geography — default markets for this audience
The planner uses these to score platforms against your target.
Set up payment
Open Profile → Billing and add a payment method:
- Card or US bank account (ACH) via Stripe — for upfront payment
- Apply for credit — if you'd like to pay Net 30 (subject to approval)
Campaigns can't be activated until a valid payment method is on file. Set this up before you're ready to launch your first plan.
Invite your team
Open Team in the sidebar and click Invite Member. Enter the email and assign a role:
- Admin — full access to billing, settings, members, and everything below
- Finance — manages payment, invoicing, credit
- Manager — full campaign + planner access; no billing
- Buyer — can authorise and cancel bookings
- Creative — orders and submits creative
- Seller — manages outgoing proposals
- Viewer — read-only
Invitees receive an email with a sign-up link. They can sign in with email + password or via your SSO if it's configured.
Brand intelligence best practices#
Logos#
- Transparent PNG or SVG, at least 512×512px
- Provide both a full logo and an icon/mark version if you have them
Colours#
- Add primary, secondary, and any callout colours as hex codes
- Used in AI-generated visual previews and proposal styling
Brand description#
Write it like you're introducing the brand to someone who's never heard of it. Cover what you do, who you do it for, and what makes you different. The planner uses this verbatim when reasoning about creative fit.
Audiences#
- Be specific — "women 25–44 interested in fitness" beats "general consumers"
- Make separate profiles for distinct segments — don't lump them
- Update as your business evolves
Reviewing completeness#
The dashboard shows a profile completeness indicator. Aim for 100%:
| Section | Why it matters |
|---|---|
| Brand intelligence | Sharper planner recommendations and richer creative briefs |
| Audiences | Better platform scoring |
| Payment method | Required to activate campaigns |
| Team | Right people, right access |
Updating#
You can update any section any time. Changes to brand assets apply to future creative; existing campaign materials aren't retroactively rebuilt.
FAQs#
Can I have multiple brands?#
Yes — create a separate brand intelligence profile per brand or client. The planner uses the active profile for the chat session you're in.
Can I change my payment method later?#
Yes — Profile → Billing. Future campaigns use the updated method automatically.
How do I remove a team member?#
Team → ⋯ menu next to their name → Remove from organisation. Access is revoked immediately; their past work stays intact.
Once your profile is set up, the planner has the context it needs to feel less like a chatbot and more like a media planner who already knows your business.