Tandem
Tandem is an AI-driven workspace for implementation and forward-deployed teams that builds a living memory of every customer account from calls, email, Slack and other sources, flags risks before they escalate, and automates execution with AI agents and customer-facing portals.
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Tandem
Tandem is an AI workspace designed for implementation, customer success, and forward-deployed teams. It ingests signals from calls, email, Slack, CRM and tickets to build a living memory (an account "brain") that surfaces contacts, commitments, decisions and the current status of each account. Tandem highlights risks (scope creep, drifting commitments, quiet customers), suggests next steps drawn from past successful actions, and offers AI agents that can execute approved tasks to keep implementations moving. The product also provides personalized customer portals with two-way sync to tools like Linear, Jira and Google Sheets, plus enterprise controls and auditable action logs.
AI-native office leasing brokerage Discussion | Link
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Claim this listing for $29Key Features
Account Brain (living memory)
Builds a living memory for every account by plugging into calls, email, Slack, CRM and tickets to surface contacts, commitments, decisions and the current status of work.
Risk Detection & Cockpit
Flags risks such as scope drift, drifting commitments or quiet customers with receipts and a red/amber/green cockpit that explains why an account is flagged and recommends next moves.
AI Execution Layer (Agents)
AI agents triggered from connected apps, signals, or the account brain can prepare and execute tasks—e.g., create implementation plans, draft SOWs, update CRM, realign tasks and write follow-ups—subject to human approval and with every action logged.
Customer Workspaces / Portals
Live, personalized customer portals that show what’s done and what’s next; portals sync two-way with customer tools (Linear, Jira, Google Sheets) and can be shared via a single link without logins.
Integrations & Stack Layer
Works as a layer on top of existing tools and can push plans to Asana, Linear, Jira, monday, PSAs, Slack, Chrome and other tools; connects to messages, tickets and call recordings automatically.
Security, Auditing & Controls
Enterprise controls and a complete, auditable record of every agent action for compliance and governance.
Time Tracking & Staffing Insights
Automatic time logging while work happens or via AI-prepared entries; visibility into who is stretched or free across implementations to inform staffing decisions.
Automated Follow-ups
Personalized reminders and follow-ups generated automatically to keep customers and colleagues moving without manual chasing.
MCP / Headless Access
Headless/MCP capability to query account context, generate reports, push tasks and take action from other AI chats or apps (use Tandem from the AI interface your team already uses).
Pricing
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Use Cases
Implementation & Onboarding
Use Tandem to run implementations from deal close to go-live with automated plans, tracked commitments, and customer portals that surface next steps and progress.
Customer Success & Risk Management
Detect scope creep, drifting commitments and customer disengagement early using Tandem’s risk cockpit and suggested fixes to prevent escalations and churn.
Operational Automation
Trigger agents to perform repeatable tasks—SOW drafts, CRM updates, task realignment, follow-ups and time logging—reducing manual work and speeding time-to-value.
Collaboration & Customer Communication
Provide customers personalized portals with two-way sync to their tools so customers can progress tasks in their systems while your team tracks status centrally.
Integrations
Slack
Ingests Slack messages as part of the account brain and integrates with workflow.
Email & CRM
Connects to email and CRM data to surface commitments and update records.
Call recordings & tickets
Processes calls and ticket data into the account brain for context and tracking.
Linear, Jira, Google Sheets
Two-way sync with customer tools so tasks in those systems update Tandem and vice versa.
Asana, monday, PSA
Push plans and tasks to common project and PSA tools to keep your existing stack in sync.
Chrome / MCP / Headless
Chrome extension and headless/MCP access to use Tandem from other AI chats or apps.
Benefits
Limitations
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Frequently Asked Questions
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Getting Started
- 1 Step 1: Book a demo via the Tandem website to explore fit and onboarding.
- 2 Step 2: Connect data sources (Slack, email, CRM, tickets, call recordings) so Tandem can build account brains.
- 3 Step 3: Configure risk detection, map workflows and enable agents for automated tasks; share customer portals and sync with customer tools.
Support
demo
Book a demo through the Tandem website to evaluate the product and onboarding.
account
Login for existing customers to access the product and account support workflows.
API
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