Tandem Copilot

Tandem Copilot brings your customer implementation work into the browser side panel, so your team can execute tasks without losing context while moving across customer apps, SaaS tools, documents, and internal systems. Instead of switching back and forth between Tandem, the customer’s app, docs, Slack threads, and CRM notes, the extension keeps the current playbook beside the page you’re working on. Open a task from Tandem, land on the right website, and use the side panel to see what needs to happen next, ask questions, update progress, and keep the implementation moving. What Tandem Copilot does Tandem Copilot connects to your Tandem workspace and shows the relevant customer, implementation, task, and action context directly in Chrome. It helps you: - See the current implementation playbook, organized by phases, tasks, and actions - Focus on the next task to complete - Update task and action status from the side panel - Ask Tandem questions about the customer, the task, recent activity, or attached documentation - Open relevant files, docs, dashboard pages, and customer apps - Use the current page as context when chatting with the copilot - Keep a running conversation without leaving the browser tab you’re working in Why install it Customer implementation work rarely happens in one place. One task might require checking a customer app, reading documentation, updating internal notes, opening a workflow, and confirming next steps with the team. Tandem Copilot keeps that operating context next to the work itself. Install the extension if you want to: - Move faster through implementation and onboarding playbooks - Reduce tab switching between Tandem and external tools - Give operators and implementation teams a clearer “what should I do next?” surface - Keep task progress, notes, files, and customer context close at hand - Use Tandem’s AI copilot on the pages where the work actually happens How it works Sign in with your Tandem account, then open Tandem Copilot from the toolbar or launch it from “Open with Tandem” inside the Tandem app. The extension opens a native Chrome side panel for the active tab and loads the relevant account, implementation, and task context. When needed, Tandem can read the current page to answer questions with better context. Page access is used to support the copilot experience on configured customer hosts and is tied to your authenticated Tandem workspace. Who it’s for - Implementation and onboarding teams managing customer rollouts - Operations teams executing repeatable playbooks across multiple tools - Customer success teams who need account context while working in customer apps - Teams using Tandem to turn customer knowledge, documents, and workflows into actionable tasks Tandem Copilot is the fastest way to bring your implementation playbooks into the browser, keep work grounded in customer context, and help your team know exactly what to do next.