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Your organization answers. Instantly.

Ask TappIQ gives you cited answers from your real platform data - grants, compliance, finance, people, and more. Voice input, smart KB citations, branching conversations, pinned context, and write tool approval. The AI assistant built for how nonprofits actually operate.

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Data Domains
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Platform Tools
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Write Actions
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Real answers from real data

Ask TappIQ doesn't guess or hallucinate. It calls the same platform tools that your AI agents use - both read and write. For queries, it retrieves actual data and synthesizes a grounded answer. For actions, it shows you what it plans to do and waits for your approval. Every response includes source attribution.

Tool-Based Retrieval

Instead of generating SQL or searching documents, Ask TappIQ calls structured platform tools to retrieve data. This means answers stay permission-aware, correctly formatted, and traceable to their source.

Grounded Responses

Every answer is constrained to data retrieved by tools. No general knowledge, no speculation, no content generation. If the data isn't there, Ask TappIQ tells you instead of making something up.

In-App Navigation

Answers include direct links to referenced items. Ask about expiring credentials and click through to each one. Ask about grants and navigate straight to your pipeline. No context switching needed.

How It Works

From question to answer in seconds

01

Ask a question in plain English

Type your question in the dedicated Ask TappIQ page, the dashboard widget, or toggle to Ask TappIQ mode in the Cmd+K search palette. No special syntax, no query language - just ask like you would ask a colleague.

02

AI retrieves data from your platform

Ask TappIQ identifies which data domains are relevant and calls the appropriate tools - compliance credentials, grant pipeline, financial data, employee records, website health, and more. You see progress indicators as each data source is queried.

03

Get a grounded, cited answer

The AI synthesizes data from multiple sources into a clear, readable answer. Source badges show which data domains contributed. Internal links let you click through to referenced items for full details.

04

Continue the conversation

Ask follow-up questions to drill deeper. Ask TappIQ remembers the conversation context, so you can say &ldquo;show me more details on the first one&rdquo; or &ldquo;which of those expire in the next 30 days?&rdquo; without repeating yourself.

Data Domains

Ask about anything in your platform

Ask TappIQ has read access to seven data domains covering every major area of your organization's operations.

Compliance

Credentials, deadlines, renewal status, compliance calendar. "What credentials expire this month?"

Grants

Tracked grants, pipeline status, funding programs, match scores. "How many grants are we tracking?"

Monitoring

Website health, uptime, accessibility scores, PageSpeed. "Show me our website health scores."

Finance

Financial health, funder portfolio, 990 data, revenue trends. "Summarize our financial health."

People

Employees, departments, positions, job postings. "How many employees do we have?"

Assets & Knowledge

Asset registry, knowledge base documents, organizational data. "List our registered assets."

Access Points

Available everywhere

Ask TappIQ meets you where you already are. Use the global slide-out panel from any page, the dashboard hero input for quick questions, the dedicated page for in-depth conversations, or the Cmd+K palette for instant access.

Full Page + Write Tools

Full-screen conversational interface with streaming responses, source attribution, and write tool approval. Pro+ users can ask the assistant to generate documents, create records, and draft content - with inline approval before execution.

  • Streaming responses with real-time tool progress
  • Write tool approval cards for 18 action types
  • Source badges and click-through links to referenced items
tapphq.com/ask-tappiq
Ask TappIQ conversation

Global Slide-Out Panel

A floating trigger button on every page opens a slide-out panel. Ask questions without leaving your current context. The assistant auto-detects your location (e.g., ComplianceHQ, GrantsHQ) and narrows answers to the relevant domain.

  • Available from every dashboard page
  • Context auto-detection from current route
  • Manual context override dropdown
tapphq.com/dashboard
Ask TappIQ widget

Search Palette (Cmd+K)

Toggle to Ask TappIQ mode in the Cmd+K search palette you already use every day. Type a question, press Enter, and you're immediately in a conversation. No new shortcut to learn - just a new mode in a familiar interface.

  • Mode toggle: Search or Ask TappIQ
  • Available on Pro and Enterprise plans
  • Resets to Search mode on close
tapphq.com (Cmd+K)
Ask TappIQ search
Pricing

Try it free, add unlimited

Free

See what Ask TappIQ can do with an interactive preview. Upgrade to start asking questions.

Starter

One free question to experience the full capability. See how Ask TappIQ retrieves and synthesizes your real data.

Pro & Enterprise

Unlimited questions. Full access to all seven data domains. Write tool approval for document generation, content drafts, and record creation. Multi-turn conversations.

Capabilities

Built for serious use

Voice input, smart citations, conversation branching, context pinning, and sharing - Ask TappIQ has the features your team expects from a professional AI assistant.

Voice Input & Output

Speak your question hands-free. Browser TTS reads responses aloud at all tiers. Pro users get premium ElevenLabs voice - one tab speaks at a time.

File Attachments

Attach PDFs, CSVs, Word docs, and Markdown. Ask TappIQ reads and analyzes them directly - no copy-paste required. Pro+ tier.

Slash Commands

Type / to browse context commands like /grants and /compliance - route your question to the right domain instantly. Reusable prompt templates for your most common queries.

Conversation Branching

Branch from any message to explore alternative answers without losing your main thread. Switch between branches and resume where you left off. Pro+ tier.

Conversation Sharing

Share a read-only link to any conversation - with custom expiry (7, 30, 90 days, or permanent). Revoke at any time. Admins can audit all shared conversations. Pro+ tier.

Context Pinning

Pin grants, contacts, agents, credentials, or events so Ask TappIQ always has their full context loaded. Find pinned entities instantly via Cmd+K search. Pro+ tier (up to 5 pins; Enterprise: 20).

Smart KB Citations

Responses that cite platform knowledge base articles show linked citation chips. Click through to the full article. No more wondering where an answer came from.

Structured Output

Tool results render as formatted tables and inline charts automatically - no special prompting required. Bar, line, and donut chart types supported.

Conversation Export

Download any conversation as a clean Markdown file. Useful for meeting prep, compliance records, or handing off research to a colleague.

Write Tools

Take action through conversation

Pro and Enterprise users can ask the assistant to take action. Generate compliance documents, draft content, create records, and more - all with inline approval before anything executes.

Ask, approve, done

When you ask the assistant to take an action, it shows you exactly what it plans to do. You see the tool name, key parameters, and a clear description. Click Approve to execute, or Reject to decline - nothing happens without your say-so.

  • Inline approval cards show what will happen before it does
  • 18 write tools across compliance, grants, content, people, org profile, and more
  • Every action goes through existing audit logging and credit tracking
tapphq.com/ask-tappiq
Ask TappIQ write tool

Compliance Documents

Generate posture reports, compliance documents, and renewal preparation packages through conversation.

Content Drafts

Draft social posts, press releases, newsletters, and board memos using your brand voice without leaving the conversation.

Create Records & Setup

Create support tickets, timeline milestones, org chart positions, save grant opportunities, and complete your organization profile - all through natural language.

Safety & Privacy

Ask TappIQ respects your data.

Every prompt passes through a nine-layer AI trust boundary before the model sees it, and every response passes through output screening before it reaches you.

Scoped to your org

Ask TappIQ only sees records in your current organization. Cross-org access throws at the code level - not policy, enforcement.

Zero training on your data

Our model providers operate under zero-retention commercial agreements. Your prompts are excluded from training.

Writes require your approval

Proposed actions (create, update, send) surface an inline confirmation card. Nothing persists or sends until you approve.

Auditable + reversible

Every AI decision writes an audit event. Soft-delete means proposals can be undone. Refusals are logged with the reason.

TAPPIQ Memory

Knows your organization. Every conversation.

Ask TappIQ uses four dimensions of organizational memory to ground every response in your specific context - not generic nonprofit advice.

Stated Preferences

Your terminology, communication style, formatting rules, and operational constraints are automatically available to every Ask TappIQ conversation - no repetition required.

Decision History

Strategic decisions, funding priorities, and policy choices are remembered. Ask TappIQ answers in the context of what your organization has actually decided - not what a generic org might do.

Voice Profile

Your organization's communication style and brand voice inform how Ask TappIQ drafts content - so generated output sounds like it came from your team.

Manage memory at /settings/memory. Starter+ only. Free tier: memory disabled.

Ask TappIQ

Stop searching. Start asking.

Your organization's data is already in TappHQ. Ask TappIQ makes it conversational. Sign up free and see what your data has to say.