Features
AI features
Tandem uses Claude (Anthropic) to help you do the time-consuming parts of customer success work faster. Every AI feature understands the context of your specific plan.
Plan generation
The AI can draft a full plan — phases, milestones, tasks — from a brief description of the account. Give it the company name, size, and what you're trying to achieve, and it returns a structured plan in seconds.
SS-023 · AI plan generator with context filled in
Review drafting
The AI reads your plan's outcomes, milestones, and task history to write a QBR or EBR draft. See Reviews for details.
Nudge composer
When a task is overdue or a milestone is at risk, Tandem can draft a nudge message for you to send to the relevant stakeholder. The message references the specific task and fits your tone.
SS-024 · Nudge composer showing AI-drafted message for an overdue task
Daily brief narrative
The AI can turn your signals and overdue items into a short written brief you can share with your team or manager.
Usage limits
AI features have per-day limits to ensure the service stays free for everyone:
| Feature | Daily limit |
|---|---|
| Plan generation | 2 |
| Review drafts | 3 |
| Nudge composer | 10 |
| Daily brief | 1 |
Limits reset at midnight UTC. If you hit a limit, you'll see a message explaining when it resets.
Using AI from Claude.ai
You can also trigger Tandem's AI features from Claude.ai via the MCP integration. See Use it from Claude.ai.
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Last updated April 30, 2026