TapClicks AI Context
Make every AI output sound like it truly knows your business, including your goals, tone, KPIs, and priorities.
Give your AI the context your data canβt
Most platforms treat governance, hierarchy, and segmentation as an afterthought, then try to add AI on top. TapClicks does the opposite: we start with structured data + governance + hierarchy, and then AI becomes dramatically more accurate and controllable.
With AI Context injected at any layer of the hierarchy, you can standardize outputs centrally (tone, definitions, required sections, guardrails) while still allowing local teams to add nuance at the client/location level. That enables a hybrid operating model: centralized control + distributed customization, without breaking consistency.
- β SmartSlides
- β SmartEmail
- β Insights Agents
- β Operator Agents
- β And more AI-powered experiences
Upload what makes your marketing unique
TapClicks AI Context lets teams upload and manage business-specific information that enriches AI across the platform, so results arenβt generic.
Strategy & planning docs
Align insights to goals, KPIs, audiences, and campaign intent.
Brand & messaging guidance
Keep outputs on-tone with voice, doβs/donβts, and positioning.
Performance history
Add past reports to improve trend callouts and βwhat changedβ summaries.
Benchmarks & market context
Give AI the comparison point for smarter recommendations.
Meeting notes & KPI definitions
Capture nuance like priority metrics, internal naming, and what success means.
Other useful files
Upload contracts, proposals, competitor research, and any other materials that help AI stay accurate and relevant.
How it works
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1Select a businessA user applies the business filter or selects an account.
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2TapClicks packages contextMetadata + your uploads and notes are included automatically.
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3AI generates better outputsResults are more relevant, more consistent, and easier to share.
Faster reviews, cleaner narratives, fewer edits, and recommendations that reflect real goals and constraints.
Where to find it
Navigate to:
Everything added here is referenced during AI interactions for that business, along with existing metadata.
- Website
- Category
- NAICS Code
- City
- State/Province
Supported files and behavior
Make every AI output feel stakeholder-ready
When AI has the right context, it generates insights that sound polished, aligned, and ready to share without extra prompting.
Why teams love AI Context
More consistent outputs
AI follows your definitions, priorities, and communication style so results remain consistent.
Less manual rewriting
Reduce the time spent rewriting summaries and slide narratives after insights are generated.
Better recommendations
With goals, benchmarks, and constraints in view, suggestions are more actionable and realistic.
Best practices for keeping context clean
Start simple: upload one strategy doc, one recent performance summary, and one brand/voice guide.
Keep files current, swap out outdated briefs or reports. Use βAdditional Instructionsβ to capture nuance like seasonal priorities, strict KPI focus, or messaging sensitivities.
A quick quarterly refresh helps AI outputs stay accurate.
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