Tango – Document and Automate Your Processes

Tango helps teams unlock their software use, whether it's how-to guides, interactive walkthroughs, or on-screen automations. No technical setup or integrations necessary, just click through any process, add any process rules, and then supervise as Tango does your work for you, right in front of you.

Here’s what you can do with Tango:

📝 Create Stunning How-To Guides
Just turn on the Tango extension and complete your process as usual. Tango captures every click and turns it into a beautiful, step-by-step guide instantly.
✅ Eliminate hours of manual documentation
✅ Get perfectly cropped, annotated screenshots
✅ Share guides with a link, or export to PDF, HTML, or Markdown
✅ Embed in your knowledge base or show users steps right on their screen

🤖 Automate CRM Tasks with AI
Tango is also your personal CRM admin for Salesforce and HubSpot. It works across your tools and browser tabs—just like a real assistant—to automate:
✅ Data entry from call transcripts, emails, and apps
✅ Opportunity creation and pipeline progression
✅ Real-time prompts to validate decisions
✅ Billing, quoting, and project management handoffs

No APIs. No code. And no IT required.

💡 Why Teams Love Tango
🧠 Create documentation once, keep it up to date forever
🛠 Automate manual work across sales, ops, support, and more
🔄 Reduce repetitive questions and support tickets
🔐 Protect data with advanced blur and SOC 2 compliance
📊 See how workflows are being used with built-in analytics

👥 Perfect For
Operations, Sales & Revenue Ops, and Sales teams
IT, HR, Enablement, Training, Support
Anyone with knowledge to share—or workflows to automate

🧩 Document or Automate – You Choose
Whether you’re documenting a process or automating it, Tango works where you work—on any website, SaaS app, or desktop software.

Note: creating automations is currently available only on Tango Enterprise plans