How Tango works
Tango lets you customize
AI browser agents
Available as a Chrome or Edge extension.
Runs on top of Salesforce, HubSpot, and your other sales tools.
Operations and Enablement
Create agents and push them out to sales reps in minutes.
Sales Reps
Start agents with a click, watch Tango work, and take control any time.
What is this wizardry? You literally just do your process and Tango automates it. Crazy.
Stephanie Maestri, Revenue Operations Manager
Create automations
How Operations and Enablement create agents
Deliver agents in 4 steps
Extract data
Step 1
Extract data from CRM records, call transcripts, emails, chats, docs, websites, billing and inventory systems, and other SaaS apps. Just navigate to the page and type in what you're looking for.
Click through the steps
Step 2
Show Tango your step-by-step process
Click through the steps like your rep would. Tango visually documents them for you to make sure everything is correct then memorizes the process when you’re done.
Map extracted values for autofill
Show Tango where the values you extracted earlier are used within your automation
Redact sensitive information
Secure Blur detects sensitive personal, financial, and company information and redacts it during the capture process so it is never saved or stored with Tango.
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Flip automated steps to manual
Tango suggests which steps can be automated and which require rep input or decision making. You can control between automated and manual at the click level.
Write rules in plain English
Step 3
Customize your pipeline rules
Explain the nuances of your pipeline rules in plain English and Tango will convert them to validation rules. Easily test them on real-life examples to make sure they work as intended.
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Create cross-object and cross-app rules
Create rules and validations based on properties and data in your ERP, billing, marketing automation or any SaaS system.
Optionally select from a template library
Tango's network of RevOps pros and CRM experts have assembled a library of rule templates based on popular selling methodologies including MEDDPICC, SPICED and Sandler.
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Push out to your sales reps
Step 4
Assign access permissions
Grant access to agents based on role, geography, or team using Active Directory groups or custom assignments.
Pin workflows inside your applications
Easily attach Tango agents inside your applications so users can find them when and where they are needed.
Embed links everywhere you work
Embed agents in your knowledge base, Teams and Slack channel, or other work tools with direct-to-agent links.
Benefits
Flexibility and ease of use
Get started in minutes
Tango is simple and intuitive so anyone can create agents on day one.
Reduce support tickets
Tango guides reps through processes and tools, eliminating repeat questions.
Rollout changes faster
New process? CRM update? New sales tool? Pair them with Tango agents and skip the slide decks and training sessions.
Cross-application rules
Create advanced pipeline rules that cross-check properties and data from any application, all without APIs or lookup fields.
No APIs, no integrations
Tango works at the UI level, and is capable of automating across your web-based SaaS tools.
Customize by segment or geography
Create unique agents and rules for different segments and geos to accommodate selling nuances, all without any CRM changes.
Our new reps are jumping on calls the first week because they don't need to learn all of our CRM processes to get started. Tango eliminates weeks of ramp time.
Tom Reddington, Inside Sales Manager
Run automations
How sales reps work with the Tango Agent
Start agents with a single click. Tango does on-screen work
and gives reps control for important decisions and high-stakes data entry.
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Approve agent actions
Watch Tango work
Tango shows you the steps— autofilling, clicking, typing, and tab switching - that it’s doing on your behalf. When it’s your turn to jump in, Tango lets you know.
Get reminders and suggestions
Tango shares suggestions from your ops and enablement team to help you follow your team's pipeline rules. If you make a mistake, Tango helps you fix it in real time.
Double check the work
Tango always shows the data entered on your behalf and by default, never saves anything without approval.
Override Tango anytime
Take over an automation at any point and optionally bypass validation rules with exception notes.
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Benefits
Benefits for Sales Reps
Reduce 90% of clicks
Tango boils down complex processes to just the most important decisions and data entry, and does the rest for you.
Finish follow-up tasks immediately
Meeting prep, CRM updates, quote, follow-up email... Tango cuts 45 minutes of work down to 10, so you deliver follow-ups immediately after your meeting and keep momentum going.
Never forget an important detail
Tango will extract stakeholder names, pain points, "aha" moments, and project details so you can stay in the moment and not miss a beat.
Focus on selling, not the CRM
Never memorize another 50-step CRM procedure again. Tango handles the gruntwork so you can focus your mental energy on your customers, product, and competitors.
Prioritize your pipeline
Tango helps you eliminate the dreaded "long no" by ensuring you hit qualification gates before opportunities progress, finding deal risks, and suggesting next best actions.
Use AI, without the prompting
Forget learning how to talk to AI. Take advantage of your team's best AI hacks right there in the browser with Tango.
We have a very complex sales process here. I couldn't believe Tango was able to automate all of these manual tasks.
Jens Olsen, Account Executive
Deploy your first agent in minutes, not weeks.
Compatible with every browser-based sales app
Blends AI automation, enablement, and human oversight by default
No new systems to learn or maintain
Talk to sales
See a demo video
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