Tango

Tango is a revolutionary AI-powered platform that acts as a browser agent for sales execution, designed to eliminate tedious and repetitive work. It operates directly within your existing tools, blending AI automation, real-time enablement, and human-in-the-loop oversight to empower sales representatives. Unlike traditional automation tools like Zapier that rely on APIs, Tango is UI-based. This means if you can perform a task in your browser, Tango can learn and automate it for you, without being limited by backend integrations or rigid templates. It works seamlessly with a wide array of sales and productivity applications, including Salesforce, HubSpot, Gong, Slack, Gmail, and many more.

The core philosophy behind Tango is its 'Hybrid Automation' approach, which automates approximately 90% of routine steps while keeping the user in control for critical decisions that require human judgment. This ensures both speed and accuracy. Tango's 'Tangible AI' principle makes artificial intelligence actionable, transparent, and collaborative, allowing teams to deploy reliable automations quickly and easily.

How to use Tango

Tango simplifies the creation of automations into a straightforward three-step process:

1. Record (Show): Simply start the Tango browser extension and perform a process once. Tango captures every click, keystroke, and field entry, instantly transforming the workflow into a step-by-step browser agent. During this process, you can extract key data points to be reused later for autofill actions or rule creation.
2. Describe Rules (Tell): In plain English, describe your company's policies, approval steps, and process logic. For example, you can set rules based on sales methodologies like MEDDPICC or SPICED. Tango uses this natural language input to create validation rules and guide reps as they work, adding human-in-the-loop checkpoints for steps that need review.
3. Run: Deploy the agent to your team. Tango’s extension overlays your existing applications, providing real-time automation and guidance. It automates clicks and data entry, provides live guidance, and performs error checks to ensure every input is accurate before it's saved to your CRM or other systems.

Core Features of Tango

• UI-Based Automation: Runs directly in the browser, automating tasks across any web-based application without needing API access.
• Workflow Recording & Agent Creation: Instantly turns any recorded process into a deployable automation agent.
• Natural Language Rule Creation: Define complex business logic, pipeline rules, and validation checks using simple, plain language.
• Real-time Guidance & Error Checking: Provides on-screen, step-by-step instructions and flags potential errors, ensuring process compliance and data accuracy.
• Smart Data Actions: Automatically extracts data from various sources (like call notes or emails), summarizes information, and auto-fills fields in your CRM and other tools.
• Process Documentation Suite: In addition to automation, Tango can generate detailed, shareable how-to guides with screenshots and instructions, perfect for training and onboarding.
• Analytics and Insights: Track process adoption, identify bottlenecks, and see where users struggle, allowing for continuous process improvement.

Use Cases for Tango

Tango is versatile and can be applied to numerous sales and operations processes:

• Quote-to-Cash: Automate the creation of price quotes, ensuring adherence to discounting rules and streamlining deal desk approvals. This reduces quoting mistakes and accelerates the billing cycle.
• CRM Data Management: Ensure clean and consistent data in your CRM. Tango can automate logging customer updates, mapping notes to the correct CRM properties, and progressing deal stages only when they meet qualification criteria.
• Sales Prospecting & Research: Automate pre-call research by gathering customer insights from various data sources and summarizing them for the sales rep.
• Post-Call Follow-Up: Standardize and automate follow-up tasks, such as sending emails, scheduling next steps, and updating the CRM.
• Employee Onboarding & Training: Rapidly train new hires by providing them with guided, in-app walkthroughs of essential processes, reducing the time to productivity.

Advantages of Tango

Tango offers significant benefits for sales and operations teams:

• Increased Sales Efficiency: Automates up to 90% of repetitive clicks and data entry, freeing up reps to focus on selling and building relationships.
• Improved Data Accuracy: Real-time validation and guidance dramatically reduce human error, leading to cleaner CRM data and more reliable forecasting.
• Instant Adoption: Since Tango works as an overlay on existing tools, there are no new systems to learn, leading to immediate uptake by the team.
• Full Control and Flexibility: Operations teams can easily update workflows and rules at any time without needing developers, ensuring processes stay current.
• Accelerated Sales Cycles: Reps can move up to 3x faster through processes with confidence, knowing they are executing tasks correctly.

Pricing and Plans

Tango's pricing for its AI Agent is designed for sales organizations and is based on a per-user model. The plan starts at $2,000 per user, per year, with a minimum number of users required. Discounts are available for larger teams at scale. This single, powerful plan includes unlimited use across all browser-based sales tools, on-screen automation, smart actions (data extraction, summarization), custom validation rules, and dedicated support from Tango's Agent Solutions team. Due to the advanced nature of the AI agent, Tango takes a hands-on approach with early customers, offering a demo and a free trial after the initial meeting to ensure success. They also offer separate pricing for their Tango Pro (Documentation) and Digital Adoption Platform products.