AI Marketing Insights
That Turn Data Into Action
TapAI helps marketing teams understand campaign performance, uncover trends, and identify opportunities using AI-powered analysis. Ask questions about your data, surface actionable insights, and automate reporting workflows from one connected marketing platform.
Turn Marketing Data Into Actionable Insights
Marketing teams manage performance data across multiple channels, campaigns, and clients. The challenge isn't just accessing that information. It's understanding what changed, identifying what matters, and determining where to focus next.
TapAI helps teams move from manual analysis to AI-assisted insights and more efficient reporting workflows.
Time-Consuming Campaign Reporting
Manually reviewing campaign data and preparing recurring reports takes time away from analysis, strategy, and client communication.
Disconnected Marketing Data
When campaign performance is spread across advertising, analytics, and CRM platforms, identifying cross-channel trends becomes more difficult.
Delayed Performance Insights
Without a consistent way to monitor results, teams may miss important changes in campaign performance until their next reporting cycle.
Growing Reporting Demands
As campaigns and client accounts expand, marketing teams need more efficient ways to analyze data and communicate results without increasing manual workloads.
AI-Powered Marketing Analysis and Automation
TapAI brings AI-powered insights, natural-language analysis, and workflow automation into the TapClicks platform. From identifying campaign trends to generating presentations and answering questions about performance, its tools help teams work more efficiently with their marketing data.
AI Insights Agents
Identify campaign trends and opportunities automatically.
AI Insights Agents analyze connected marketing performance data to surface notable changes, trends, and pacing issues. They provide plain-language insights within TapClicks dashboards and Report Studio, helping teams understand results and identify potential next steps.
- Instant performance highlights and trend call-outs
- Lives inside TapClicks dashboards and Report Studio
- Recommends the next action, not just the number
SmartSlides™
Turn marketing data into presentation-ready insights.
SmartSlides uses connected marketing data and reusable templates to create presentations with performance metrics, visualizations, and AI-generated commentary. Teams can prepare campaign recaps and client presentations, then export them to PowerPoint or PDF.
- Auto-generated visuals, metrics, and plain-English insight
- Exports to PowerPoint or PDF
- Reusable templates for QBRs and weekly recaps
SmartEmail™
Deliver AI-powered campaign summaries automatically.
SmartEmail helps teams communicate marketing performance through scheduled emails containing campaign results and AI-generated insights. Share recurring updates with clients and stakeholders without manually preparing every summary.
- Automated insight, written in plain English
- Scheduled delivery to any team or client
- Keeps every stakeholder in the loop automatically
Build Your Own Agent
Create AI workflows for specific marketing needs.
Build Your Own Agent allows teams to configure custom AI agents using their own prompts and instructions. Create specialized workflows for recurring analysis, client-specific reporting, and other supported marketing tasks without building custom software.
- Fully customizable agents, no code needed
- Automates specialized, client-specific reporting
- Built directly into the TapClicks platform
AI Operator Agents
Simplify data analysis and dashboard creation.
AI Operator Agents help teams complete specific tasks within TapClicks using natural-language instructions. Specialized agents support data transformation, channel analysis, visualization creation, and dashboard development.
- Data Transformation Agent: custom KPIs like blended ROI or CPA, no formulas
- Channels Operator AgentNEW: blends data from multiple channels into one view
- Widget Creation Agent: describe a chart, get the right visualization
- Dashboard Creation Agent: a full, editable dashboard from one prompt
SmartSearch
Find reports and marketing information using natural language.
SmartSearch helps users locate information within supported TapClicks lists by describing what they need in everyday language. It applies relevant search, sorting, and filtering options to help teams find reports, data, and account information more efficiently.
- Works on Report, Data, Admin, and Client list pages
- No exact names, saved views, or filter training
- Respects every user's existing permissions
Ask Your Dashboard
Ask questions about campaign performance in plain English.
Ask Your Dashboard lets users ask natural-language questions about the marketing data displayed in their dashboards. It considers the active dashboard context, including selected clients, filters, and date ranges, to provide relevant performance answers.
- Instant, data-backed answers in plain English
- Context-aware: filters, clients, date ranges included
- Embedded directly in TapClicks dashboards
AI Context
Give AI tools the context behind your marketing data.
AI Context allows teams to provide supporting information such as brand guidelines, strategy documents, and client briefs. This context helps supported TapAI tools generate insights and communications that better reflect the needs of individual businesses and clients.
- Personalizes SmartEmail, SmartSlides, and Insights Agents
- Set once, applied to every future AI request
- Supports .csv, .xlsx, .doc, .docx, .txt, .json, .pdf
What Can TapAI Help Marketing Teams Do?
TapAI supports everyday marketing analysis and reporting tasks, helping teams get more value from their connected campaign data.
Analyze Campaign Performance
Identify performance changes, trends, and pacing issues across connected campaigns with AI Insights Agents.
Ask Questions About Marketing Data
Use Ask Your Dashboard to explore campaign results through natural-language questions based on the dashboard's current context.
Automate Client Communications
Create recurring campaign summaries and presentation materials with SmartEmail and SmartSlides.
Build Custom Marketing Workflows
Use AI Operator Agents and custom agents to support specialized analysis, dashboard creation, and reporting tasks.
AI Marketing Insights Built on Connected Data
TapAI works within the broader TapClicks platform, connecting AI-powered analysis and automation with the marketing data teams already use for reporting. This helps reduce the need to move information between disconnected tools and gives AI features a more consistent data foundation.
Connected Marketing Intelligence
Access AI-powered tools within the same platform used to manage marketing data, dashboards, and reports.
Actionable Campaign Insights
Move beyond performance metrics with AI-generated explanations of notable trends, changes, and opportunities.
Governed Data Access
Use AI capabilities within TapClicks' existing data environment and supported access controls.
Built for Growing Marketing Teams
Support recurring analysis, reporting, and communication workflows across multiple campaigns, clients, and marketing channels.
Trusted by 1,900+ marketing teams
Frequently Asked Questions About TapAI
Tap any question to expand the answer.
What is TapAI?
TapAI is TapClicks' collection of AI-powered tools for marketing analysis, insights, and workflow automation. It helps marketing teams interpret campaign data, answer performance questions, and create reports and communications using information available within the TapClicks platform.
How does TapAI analyze marketing campaign performance?
TapAI uses connected marketing data to help identify performance trends, changes, and potential areas for attention. Features such as AI Insights Agents surface findings within dashboards and reports, while Ask Your Dashboard allows users to explore performance through natural-language questions.
Can I ask TapAI questions about my marketing data?
Yes. Ask Your Dashboard allows users to ask questions about the information displayed in their TapClicks dashboards. Responses use the current dashboard context, including active filters, clients, and date ranges.
Can TapAI automate marketing reports and client updates?
TapAI includes tools that support reporting and client communication workflows. SmartSlides helps generate presentations from marketing data, while SmartEmail creates and distributes scheduled campaign summaries with AI-generated insights.
Can TapAI work with different marketing data sources?
TapAI works with marketing data available through the TapClicks platform. TapClicks supports native integrations and additional connection methods for bringing information from different marketing platforms into its reporting environment. Specific data availability depends on the connected sources and their supported capabilities.
Turn Your Marketing Data Into Better Decisions
See how TapAI helps your team analyze campaign performance, uncover actionable insights, and simplify recurring marketing workflows. Explore its capabilities with a personalized demo.
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