Tango AI

Introduction to Tango AI

Tango AI is an advanced browser-based automation tool designed to streamline CRM workflows, enhance sales operations, and reduce manual tasks. It integrates seamlessly with your existing tech stack—such as Salesforce, HubSpot, and other SaaS applications—by operating directly within your browser. This approach eliminates the need for complex APIs or separate dashboards, making it accessible for both technical and non-technical users.

Key Features of Tango AI

• Hybrid Automation: Tango employs a hybrid automation model, combining approximately 90% AI-driven execution with 10% user-guided actions. This balance ensures efficient automation while allowing human oversight when necessary.
• Browser-Based Operation: Available as a Chrome or Edge extension, Tango overlays your CRM and sales tools, automating tasks like data entry, quote generation, and follow-up emails without the need for additional interfaces.
• Data Extraction and Autofill: Tango can extract data from various sources—including CRM records, emails, call transcripts, and other SaaS applications—and use this information to autofill fields, ensuring accuracy and consistency across platforms.
• Customizable Pipeline Rules: Users can define pipeline rules and sales processes in plain English, allowing Tango to automate tasks according to your specific business logic and requirements.
• Real-Time Error Detection: Tango identifies and corrects data entry errors in real time, reducing the risk of mistakes that can lead to operational inefficiencies.
• Multi-App Automation: Tango supports automations that span multiple applications, facilitating complex workflows that involve various tools within your tech stack.
• Secure Data Handling: Utilizing Microsoft Azure OpenAI and Gemini APIs, Tango ensures that your data is processed securely and is not retained beyond 30 days, adhering to strict data usage policies.

How to Use Tango AI

1. Install the Extension: Begin by installing the Tango browser extension for Chrome or Edge.
2. Define Your Process: Navigate through the steps of your sales or CRM process. Tango will record your actions, capturing each click, form entry, and navigation.
3. Set Up Automation: After capturing your process, define the automation rules in plain language. Specify how data should be handled, where it should be entered, and any conditions that should be met.
4. Review and Activate: Tango will present a summary of the automation. Review the steps, make any necessary adjustments, and activate the automation to begin streamlining your workflow.

Pricing Plans

Tango AI offers several pricing tiers to accommodate different organizational needs:

• Free Plan: Ideal for individuals or small teams, this plan includes:
  • Up to 10 users per workspace
  • 15 shared workflows
  • Browser-based capture
  • Basic exports and sharing options
• Pro Plan: Priced at $20.83 per user/month (billed annually), this plan offers:
  • Unlimited workflows
  • Desktop and browser capture capabilities
  • Branded exports and advanced analytics
  • Priority support
  • Invoicing and payments features
  • Free 45-minute onboarding call
• Enterprise Plan: Tailored for large organizations, this plan includes:
  • All features of the Pro plan
  • Single sign-on (SSO) integration
  • Advanced workspace permissions
  • Onboarding and training support
  • Organizational usage analytics
  • Secure hosting with automatic PII detection and redaction

Frequently Asked Questions

• What is Tango AI? Tango AI is a browser-based automation tool that helps sales and operations teams streamline CRM workflows and reduce manual tasks.
• How does Tango AI work? Tango operates as a browser extension, recording your actions within CRM and sales tools, and automating tasks based on predefined rules.
• Is my data secure with Tango AI? Yes, Tango uses Microsoft Azure OpenAI and Gemini APIs, ensuring that your data is processed securely and is not retained beyond 30 days.
• Can I try Tango AI before committing? Yes, Tango offers a free plan with limited features, allowing you to explore its capabilities before upgrading to a paid plan.
• Does Tango AI integrate with other tools? Yes, Tango supports integrations with various CRM and sales tools, including Salesforce, HubSpot, and other SaaS applications, facilitating multi-app automations.