How Tango works
Accelerate any process with real-time automation
Available as a Chrome or Edge extension.
Runs on top of CRMs, ERPs, and any other web-basd tools.
Operations and IT
Create process automations and push them out in minutes for your team to use.
End users
Start automations 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.
Create automations
How Operations and IT create process automations
Deliver automations in 4 steps
Extract data
Step 1
Configure data extractions from any system records, websites, transcripts, or offline PDFs. Just navigate to the page and type instructions for what you're looking for.
Click through the steps
Step 2
Show Tango your step-by-step process
Click through the steps like your user would. Tango visually documents them and builds your process while you go.
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.
.avif)
Flip automated steps to manual
Tango suggests which steps can be automated and which require user input or decision making. You can control between automated and user-executed at the click level.
Write rules in plain English
Step 3
Customize your data entry rules
Explain the nuances of your process rules in plain English and Tango will convert them to enforceable validation rules. Easily test them on real-life examples to make sure they work as intended.
.avif)
Create cross-object and cross-app rules
Configure your process to optionally create rules and validations based on data in other systems. Tango can traverse them during the process via the browser.
Optionally select from a template library
Tango's network of Operations users have assembled a library of rule templates to draw from.
.avif)
Push out to your end users
Step 4
Assign access permissions
Grant access to process automations based on role, geography, or team using Active Directory groups or custom assignments.
Pin workflows inside your applications
Easily attach process automations inside your applications so users can find them when and where they are needed.
Embed links everywhere you work
Embed process automations in your knowledge base, Teams and Slack channel, or other work tools with direct-to-automation links.
Benefits
Flexibility and ease of use
Get started in minutes
Tango is simple and intuitive so anyone can create process automations on day one.
Reduce support tickets
Tango guides users through processes and tools, eliminating repeat questions.
Rollout changes faster
New process? CRM update? New tool? Pair them with new Tangos and skip the slide decks and training sessions.
Cross-application rules
Create advanced 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 processes and rules for different segments and geos.
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.
Run automations
How users work with
Tango Process Automations
Start automations with a single click. Tango does on-screen work
and gives users control for important decisions and high-stakes data entry.
Run automations with one click
Favorite top automations
Star frequently used processes for quick access.
.avif)
Get recommendations
Tango surfaces available automations based on web-page context.
.avif)
Click to start
No chatting or prompting necessary. Preview any process and let Tango get to work.
.avif)
Approve automation 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.
.avif)
Benefits
Benefits for End Users
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, quotes, follow-up email... Tango cuts 45 minutes of ops work down to 10, so you can keep your daily momentum going.
Never forget an important detail
Tango will take care of copy/pasting exact values and following perfect process so you can stay in the moment and not miss a beat.
Focus on selling, not ops work
Never memorize another 50-step CRM procedure again. Tango handles the gruntwork so customer teams can focus mental energy on customers, product, and competitors.
Prioritize your pipeline (sales)
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.
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
.avif)
