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How It Works

Tap has two main user journeys: the Campaign Creator who sets up and monitors feedback campaigns, and the Participant who responds through the chat interface.

Campaign Creator Flow​

The organizer's journey goes from an initial idea to actionable insights.

Summary: Sign up, describe your goal, let the AI craft the question, upload participants, launch, and review the analysis.

Step-by-Step​

  1. Sign Up — Create an account (email/password via Supabase Auth)
  2. Describe Your Goal — Enter what you want to learn in plain language
  3. AI Refines Question — The mission wizard crafts an unbiased opening question and email summary
  4. Configure Campaign — Set audience type (internal/external), anonymity, max follow-ups
  5. Upload Participants — Upload a CSV with names and email addresses
  6. Launch — One click sends styled invitation emails to all participants
  7. Monitor — Track response rates and view individual transcripts in real time
  8. Analyze — View auto-generated sentiment analysis, themes, executive summary, and conversation groupings

Participant Flow​

The participant's experience is designed to be as simple as possible — no sign-up, no login, just a conversation.

Summary: Receive an email, click the link, answer a question, have a brief AI-guided conversation, done.

Step-by-Step​

  1. Email Arrives — The participant receives a styled invitation email explaining the campaign's purpose
  2. Click the Link — A unique token-based URL opens the chat interface (no login needed)
  3. Read the Mission — The campaign's goal and initial question are displayed
  4. Respond — The participant types their answer in a chat-like interface
  5. Follow-up Questions — The AI reads the response and asks up to 3 relevant follow-up questions to dig deeper
  6. Conversation Ends — When the AI determines sufficient depth, it signals completion
  7. Done — The participant sees a thank-you message. Their responses are immediately available in the organizer's dashboard.

What Happens Behind the Scenes​

When a participant sends a message:

  1. The message is saved to the database (messages table)
  2. The backend sends the full conversation history to Claude AI
  3. Claude evaluates whether to ask a follow-up or end the conversation
  4. If a follow-up is generated, it's saved as a bot message and displayed to the participant
  5. If the conversation is complete, the participant's status is updated to "completed"
  6. Campaign metrics (response count, completion rate) are updated in real time