Documentation
Guides and resources to help you grow with TradeGo AI.
Available Guides
Get started with TradeGo AI
Sign in, confirm your current team, choose the right product, and complete your first B2B task with clear steps.
Move customer inquiries forward with TradePilot
Create a sales case from a real customer message, confirm requirements, prepare replies and quotation details, and manage next actions.
Sync a TradePilot sales case to TradeGo CRM
Connect TradeGo CRM in TradePilot and sync a reviewed sales case into company, contact, and opportunity records.
Manage customers and opportunities in Smart CRM
Open Smart CRM from TradeGo AI, find customers, update contacts and opportunities, and continue from TradePilot sales cases.
Research companies and markets with TradeClaw
Ask a clear business question, review source-backed research, and organize follow-up questions, favorites, and shared sessions.
Resolve team and product access issues
Confirm your current team, determine whether a product or record is missing, and give your team lead the details needed to help.
Manage Subscriptions, Credits, and Billing Records
Manage your monthly subscription, buy one-time credit packs, redeem promotion codes, and find invoices, receipts, and credit records.
Create and manage a TradeGo AI API key
Create a key in API Key Management, copy it securely to a server application, and revoke it when no longer needed or exposed.
Connect email and CRM applications in TradePilot
Use Connect applications in TradePilot to connect email, TradeGo CRM, or HubSpot MCP and confirm that each connection is ready.
Protect customer data and account credentials
Protect sensitive information when uploading customer data, using AI results, sharing sessions, and managing API or MCP credentials.