Tango – Document and Automate Your Processes

Tango helps teams unlock their software use by making it fast and easy to create how-to guides, interactive walkthroughs, or on-screen automations. No technical setup or integrations necessary.

Here’s what you can do with Tango:

📝 Create Beautiful 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

💡 Turn Every Guide into an Interactive Walkthrough
Activate “Guide Me” to turn your how-to guide into an interactive walkthrough that shows employees exactly where to click and what to type, right on their screen.

✅ Employees retain information better when they “learn by doing”
✅ Give them the context they need by surfacing notes and callouts as they follow the process
✅ They can add comments or questions to each guide, as well as indicate how helpful each guide is

📌 Pin Knowledge and Guides in Your Team’s Tools
Use Tango’s Nuggets feature to place knowledge, guides, and interactive walkthroughs in the tools your team is already using. No code required.

✅ Employees never go on a wild goose chase through an outdated knowledge base
✅ Employees stop bugging experts with repeat questions
✅ Employees actually find and learn the process

🤖 Automate Repetitive Tasks
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
💡 Employees actually use the documentation you create
🛠 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 documentation is being used with built-in analytics

👥 Perfect For
• Operations
• IT
• HR
• Sales
• Finance
• Accounting
• Support
• Training
As well as industries like Insurance, Healthcare, and Financial Services.

🧩 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