Work with the Tap Agent

What the Tap Agent can help with

The Tap Agent is built into the buyer app as a chat alongside your Plans and RFPs. It can turn a campaign goal into a draft Plan, prepare RFP drafts for the markets and media you need, answer questions about how Tap works, compare the Avails suppliers have submitted, and remember useful facts so you don't repeat yourself in every conversation.

Draft and manage the transaction

Describe an outcome in plain language, and the Tap Agent can create a Plan, add markets, and prepare RFP drafts once the objective, flight, and audience are clear enough to work with. It reads the current Plan and RFP state before it changes anything, and it states a gap instead of guessing when a fact is missing. Creating and editing drafts doesn't require your explicit approval, but sending anything to a supplier does. See What stays your decision below.

Search the guide when you have a question

Ask the Tap Agent how something in Tap works, and it searches the published guide, the same pages you're reading now, before it answers, then cites the page it used. If the guide doesn't cover your question, it says so instead of describing behavior it isn't sure about.

Compare Avails without leaving the chat

Once suppliers submit Avails, ask the Tap Agent to lay out rates, projected impressions, and CPM across properties. It can also assemble a deterministic, review-only buy using cost-efficient whole-spot quantities against exact weekly goals and explain any gaps. The suggestion is built strictly from real submitted numbers. It never creates or sends an Order. That step is yours.

Remember useful facts across conversations

Ask the Tap Agent to save a fact, and it stores a short note in one of three scopes:

• User: things about you personally. A saved note in this scope follows you into every conversation, no matter which Plan or Client you're working on.
• Team: things useful to your whole organization. Anyone on your team who chats with Tap can see and benefit from a team-scoped note.
• Brand: things tied to one Client. A brand-scoped note resurfaces whenever you're working on that Client's Plans, and stays out of the way otherwise.

The Tap Agent only saves a memory when you explicitly ask it to, and it replaces an outdated note instead of piling up duplicates. Ask it to forget or link notes at any point. Nothing it remembers is hidden from you.

What stays your decision

The Tap Agent makes in-scope draft changes without approval. It pauses before contacting suppliers, changing a live shared Exchange, or permanently deleting a Client. Sending or resending an RFP, changing a live deadline, adding a recipient to a live RFP, closing an RFP Exchange, and deleting a Client all require approval. Deleting a saved memory happens only when you explicitly ask the Tap Agent to forget it and does not add a second approval step.

A different Tap Agent for suppliers

Suppliers have their own Tap Agent in the Tap supplier app. It can triage and read incoming RFPs, stage private Avail and Post-Buy drafts, manage Deals, inventory, routing, and Memories, keep Supplier Properties accurate, and search the guide. It works with supplier-side objects instead of drafting buyer Plans or RFPs.

Continue through the guide