Getting started
Welcome to Tap
Understand how Tap connects plans, RFPs, supplier responses, orders, and delivery while keeping people in control.
4 min readUpdated
What Tap is
Tap is transaction infrastructure for media. It connects buyers and suppliers through the work that turns a campaign goal into a Plan, an RFP, a supplier response, and a human-approved path to booking.
Tap is not a DSP, SSP, or conventional media planner. It does not replace professional judgment or every system a media team already uses. It gives both sides a connected transaction record, clear handoffs, and the Tap Agent to prepare the next useful step.
Follow the transaction
The main path through Tap is:
Plan → RFP → RFP Exchange → Avail Response → Order → Post-Buy
| Object | What it means |
|---|---|
| Plan | The buyer's planning workspace. It holds the campaign objective, Client context, budget, flight dates, and the facts used to prepare requests. |
| RFP | A structured buyer request for one market and one medium. A sent revision freezes the request suppliers receive. |
| RFP Exchange | The property-specific space created for each selected Supplier Property when an RFP is sent. |
| Avail Response | A supplier's versioned menu of independently orderable media options. Its draft stays private until a supplier submits it. |
| Order | The buyer's immutable commercial request to one Supplier Property. The supplier confirms or declines the whole Order. |
| Post-Buy | The delivery summary submitted after a confirmed flight ends. |
Choose your path
For buyers
Start with a Plan, prepare structured RFPs, compare submitted Avails, and send an Order when the terms are ready.
For suppliers
Keep Supplier Properties accurate, review incoming requests, prepare private Avails, and decide what your team submits.
Work with the Tap Agent
The Tap Agent works from the current Tap objects, your conversation, and the source material you provide. You can ask it to:
- turn a campaign goal or uploaded brief into an editable Plan;
- identify missing information and explain why it matters;
- prepare RFP drafts and recommend relevant Supplier Properties;
- compare submitted Avails by spend, projected impressions, CPM, and material trade-offs;
- find the next human decision across active Plans and RFP Exchanges.
Treat AI output as prepared work, not hidden authority. Tap should state gaps instead of guessing. It must not invent rates, inventory, availability, IDs, or unsupported Product details.
Know what each side can see
Tap keeps planning work private until the relevant person chooses to share or submit it.
| Information | Visibility |
|---|---|
| Plan discussion and working assumptions | Buyer-side planning context |
| Plan budget | Buyer-side planning context, not an RFP input |
| RFP draft | Private to the buyer until Send RFP |
| Sent RFP revision | Visible to the selected suppliers and immutable for that revision |
| Supplier Avail draft and private sources | Private to the supplier until Submit Avails |
| Submitted Avail Response | Visible to the buyer in the relevant RFP Exchange |
| Sent Order | Visible to the buyer and the selected Supplier Property |
Find your way around the buyer app
- Home opens the Tap Agent. Start a new chat or use the getting-started prompts to begin a Plan.
- Campaigns opens your Plans list. Use it to find active planning work, Plans with Orders, folders, and archived Plans.
- Notifications shows transaction activity that may need attention.
- Brands holds reusable Client context.
- Contacts keeps the people connected to supplier relationships.
- Memories holds saved context and source material you want Tap to use again.
Use Search in the navigation to find conversations, Plans, brands, contacts, memories, and app pages without opening each section first.
Understand current media support
Tap is designed as all-media transaction infrastructure. The current end-to-end buyer and supplier transaction flow through the Tap Agent supports US TV and radio. Tap may still help you reason about other media, but those recommendations are planning advice and must be transacted outside Tap until a supported transaction path is available.
Complete a useful first session
Start a new Plan
Open Home and describe the campaign outcome in plain language. Add the Client, audience, markets, dates, and budget when you know them.
Review the facts
Check the Plan details and correct assumptions. A useful draft is more valuable than false completeness.
Prepare the request
Ask Tap to create the RFP drafts you need. Inspect each request before selecting recipients or sharing anything externally.
Keep the next decision human
Review the exact recipients and request revision before Send RFP. Later, review submitted Avails before building and sending an Order.
Continue through the guide
Create a media plan
Turn the campaign outcome and source material into grounded planning context.
Send an RFP
Build the request, choose Supplier Properties, and review the external action.
Review avails and orders
Compare supplier responses and keep the Order decision explicit.
Respond to an RFP
See how a supplier reviews the request and submits an Avail Response.
Something missing from this page? Email help@tap.co