Use campaign team chat

What campaign team chat is

Campaign team chat is the buyer team's internal conversation attached to one Plan. Use it for handoffs, review notes, creative readiness, and decisions that everyone assigned to the campaign should be able to find later.

A team message does not change the Plan, send an RFP, contact a supplier, or become source material for the Tap Agent. Use the structured action when the Plan or a transaction must change.

Keep the three conversation types separate

• Campaign team chat: current buyer workspace members assigned to the Plan use it for internal coordination across the campaign.
• Tap Agent conversation: the buyer uses the private planning copilot for planning, drafting, research, and approved Tap actions.
• RFP Exchange conversation: the buyer and one supplier property use it for questions and clarifications that the supplier must receive.

There is one campaign team chat for the Plan. It is not a separate chat for each RFP beneath that Plan.

Open team chat

Open Campaigns, then choose the Plan.

On a wide screen, the campaign Plan opens with team chat collapsed on the right. Choose Open team chat to reveal it. You can resize the pane or collapse it again while keeping the Plan visible.

On a compact screen, use the Plan and Chat switch at the top of the workspace. The avatars in the team-chat header show the people currently assigned.

Understand who can read and post

Only a current member of the buyer workspace who is assigned to the Plan as lead or collaborator can read or post in its team chat. Workspace access by itself is not enough.

Assignments and permissions remain separate:

• assigning someone lets them use the campaign team chat and marks their responsibility;
• it does not give them permission to send RFPs or Orders;
• removing someone from the Plan team removes their chat access;
• messages they already sent remain in the campaign history for the remaining team;
• a newly assigned teammate can read the existing campaign conversation.

If you see Assignment required, open the Plan team control and add yourself, or ask a teammate to add you. The team control saves each change automatically.

Notify newly assigned teammates

When you add another person to a Brand or Plan team, Tap emails that newly assigned teammate with their role and a link to the work. Assigning yourself does not send an email to you. Changing only a person's lead or collaborator role does not send another assignment email.

An email delivery problem does not undo the saved assignment. Confirm the person appears in the team control, then share the campaign link directly if needed.

Send and review messages

Enter a plain-text message and choose Send. Press Enter to send from the composer, or Shift+Enter for a new line. Messages show the author and time in your local time zone.

Use Load earlier messages to move back through a longer history. If you scroll away from the newest messages, Jump to latest returns to the current conversation. The thread checks for new messages regularly, so another teammate's post should appear without reopening the campaign.

The first release does not include mentions, attachments, reactions, read receipts, message editing, or message deletion. It also does not email the team for every new chat message.

Recover from a problem

• A message fails to send: Tap restores the text to the composer. Review the error and try again.
• The conversation fails to load: choose Try again.
• Earlier messages fail to load: retry from the message history without losing the current thread.
• Messaging is temporarily limited: wait a few minutes before sending again.
• A teammate cannot open the chat: confirm that they are an active member of the current buyer workspace and assigned to this Plan.

Related guides

• Collaborate with your buyer team
• Create a media plan
• Send an RFP