Tap
The Workflow -- A Serial Feature in Six Parts

From questions to action

Six steps that take you from “we bought AI tools” to “we know exactly how they're landing” -- and what to do next.

Chapter 01 of 06

Define

Set your goals. AI crafts the questions.

Fig. 01 -- Define
Mission Wizard
AI
Mission Wizard

Tell Tap what you want to learn -- AI tool ROI, adoption blockers, tool preferences -- and the AI Mission Wizard generates unbiased, conversational questions designed to surface real insights.

  • Goal-oriented campaign setup
  • AI-generated unbiased questions
  • Customizable conversation flows

Most survey tools ask the wrong questions. Tap lets the AI figure out which questions actually matter.

Chapter 02 of 06

Target

Reach the right people with the right questions.

Define your audience and configure each campaign to match your goals. Set follow-up depth, reminder frequency, and anonymity preferences -- so every conversation is tailored to the feedback you need.

  • Flexible audience configuration
  • Configurable follow-up depth
  • Team-based segmentation
Fig. 02 -- Target
Telemetry — Cohort Sync
Cohort Segmentation
3x
higher response rates with contextual segmentationSurvicate SaaS Benchmarks, 2023
Chapter 03 of 06

Nudge

Meet engineers where they are.

Send personalized invitations via email, Slack, or Microsoft Teams. Each message is contextualized -- an engineer who stopped using an AI tool gets a different nudge than a power user.

  • Email, Slack & Teams delivery
  • Personalized messaging
  • Smart scheduling
Fig. 03 -- Nudge
Delivery Channels
Delivery Channels

It isn't luck -- it's context. Engineers respond when the ask is relevant to their actual workflow, not when it lands as another survey link.

Chapter 04 of 06

Engage

Engineers have a real conversation -- not a form.

Engineers click a link and start a 3-5 minute AI conversation. No login, no forms, no friction. The AI adapts in real-time, asking follow-up questions that surface the 'why' behind the data.

  • No login required
  • AI adapts in real-time
  • 3-5 minute conversations
Fig. 04 -- Engage
Tap Conversation

Conversations surface what dashboards can't: the reasons behind the numbers.

Chapter 05 of 06

Aggregate

AI turns conversations into decisions.

Tap synthesizes every conversation into sentiment analysis, theme extraction, and executive-ready summaries. Know exactly what's working, what's not, and what to do about it.

  • Sentiment analysis
  • Theme extraction
  • Executive summaries
Fig. 05 -- Aggregate
Analytics Suite — Campaign Results
Campaign Results
< 48h
from raw conversations to executive-ready insights
Final Chapter
Chapter 06 of 06

Act

Insights become action -- automatically.

The action layer closes the loop. Trend dashboards give leadership real-time visibility. Recurring themes become structured feature requests. And validated needs become the foundation for what gets built next.

  • Trend dashboards for leadership
  • Auto-generated feature requests
  • Roadmap: deeper action tooling

The loop is closed. Repeat from Chapter 01.

Fig. 06 -- Act
Action Layer
Action Layer
End of Series