Documentation

Understand how TradePilot, TradeClaw, Smart CRM, business data, email, and Tool Market products fit into your B2B sales workflow.

Add a potential buyer to TradePilot, review the buyer profile, and complete your first real B2B sales action.

Choose TradePilot, TradeClaw, Smart CRM, shared business data, Mail Workspace, or a Tool Market product based on the result you need.

Add an accurate company profile, reusable product assets, and approved sales playbooks before creating customer-facing AI output.

Find products in the sidebar, confirm team-based access, change the interface language, and use the account menu.

Understand the TradeGo AI product names, customer-record types, business-data terms, and common trade terms used across the platform.

Bring potential buyers into TradePilot, review source-backed profiles, work from the prioritized queue, handle outreach and replies, and prepare qualified buyers for CRM.

Use TradePilot Today to review prioritized buyers, understand why each account needs attention, and continue the correct next action.

Search and filter the complete TradePilot buyer pool, review account status and source coverage, resolve duplicates, and open the buyer workspace.

Choose the correct TradePilot import source, prepare the CSV template, map identity fields, and review new, merged, duplicate, and failed rows.

Use the TradePilot buyer workspace to review evidence, follow the next action, record outreach and replies, manage follow-up, and prepare qualified handoffs.

Confirm seller prices, charges and terms, publish a fixed quotation PDF, and continue negotiation in the original customer matter.

Confirm a real customer signal, connect TradeGo CRM with APP permission, and transfer a qualified buyer into matched or new CRM records.

Open Smart CRM through TradeGo AI, maintain the five core record types, use views and custom fields, import CSV data, and continue qualified TradePilot buyers.

Open Smart CRM through TradeGo AI and understand how your APP account, current team, language, role, and access status control CRM access.

Create customer contacts, connect them to the correct company, use verified details, and keep tasks and notes in the contact context.

Create organization records, distinguish similar company names, connect people and follow-up work, and keep company data up to date.

Create an opportunity for a real potential deal, keep its stage aligned with evidence, and use the list or board to manage progress.

Create actionable follow-up tasks, record contextual notes, and keep both connected to the relevant person, company, or opportunity.

Choose the list, board, filters, or record view that best fits the customer-management question you need to answer.

Add a custom field only for a shared business fact, choose its entity and type carefully, and keep labels and options consistent for the team.

Import People, Companies, Opportunities, Tasks, or Notes from CSV by selecting the correct entity, mapping columns, reviewing values, and confirming the import.

Use Import History to review completed imports, inspect failed rows, correct source data or mapping, and re-import only the corrected records.

Maintain the company identity, contact details, capabilities, customer profiles, trade defaults, and receiving accounts reused by TradeGo AI.

Define reusable target-customer profiles with markets, channels, buying traits, concerns, blockers, and conversion points.

Create a product asset with a team-unique SKU, marketing context, specifications, trade baseline, images, and supporting documents.

Capture reusable customer objections, standard answers, categories, and trigger keywords so your team keeps its sales response consistent.

Maintain the personal details and communication preferences used when AI writes on your behalf, then review or restore recent saved versions.

Verify email addresses from pasted text or a CSV or TXT file, then review valid and invalid results.

Use GEO Optimizer to analyze existing content, start from a keyword, or explore a business-content idea.

Use a connected mailbox, business knowledge, and an email thread to create and refine a customer reply.

Build a campaign brief, choose platforms and languages, generate copy, then reopen or clone past campaigns.

Select product-library items or add products manually, adjust the catalog, preview it, and export a PDF.

Analyze a live landing-page URL, review conversion findings, and copy an optimized page preview or report.

Create a PI with seller, buyer, product, trade, payment, and receiving-account details, then export it as a PDF.

Use AutoSEO Writer to move from research opportunities to a draft, publishing work, articles, and performance.

Upload real product references, plan a set, generate selected images, and refine them in Canvas.

Describe a business video, set format and language, generate a script, then revise or restore project versions.

Download the Chrome extension, install it, connect it with a platform API key, and monitor included usage.

Create a review, inspect contract findings and evidence, then prepare a negotiation-ready report.

Connect a Google Sheet, map lead fields, select business context, and manage imported advertising leads.

Create a quotation independently or from TradePilot requirements. Confirm seller prices, charges and terms, then publish and download a fixed PDF.

Choose a video type, complete a project brief, review the creative plan, and generate a complete video project.

Install the WooCommerce plugin, pair the site, set the default content presentation, and review jobs and batches.

Choose an email-marketing package, enable the workspace, review capacity, and open Email Marketing.

Connect Gmail, Outlook, or Zoho Mail so TradePilot and email-reply workflows can use an authorized mailbox.

Connect supported business applications through the user-visible Integrations page and complete provider authorization.

Check connection state, reconnect an expired account, and resolve common authorization issues in user-visible workflows.

Update your avatar, nickname, email, timezone, password, and platform language preference.

Confirm the active team, understand why product or record access differs, and request the right help from a team lead.

Review the team plan, subscription status, available credits, and the displayed cost before starting a paid action.

Buy a one-time credit pack or redeem a promotion code for the current team.

Review completed tool executions and the detailed TradePilot or TradeClaw credit records visible to your account.

Review current-team subscription, credit-pack, and redemption orders, then complete or cancel eligible pending payments.

Share your referral link, track invitations and points, convert eligible points, and request a payout using a saved payout method.

Minimize customer data, protect passwords and keys, and review AI output before sharing or sending it.

Resolve common sign-in, Smart CRM SSO, wrong-team, and 403 access issues through the normal user path.

Start a research conversation, ask a decision-focused question, review source evidence, continue with follow-ups, and manage useful sessions and findings.

Turn a broad company, buyer, market, competitor, or trade question into a focused TradeClaw request with a clear decision and evidence boundary.

Review source links, distinguish sourced facts from inference, check dates and scope, and identify missing or conflicting evidence before using a result.

Find recent TradeClaw sessions, rename or pin important conversations, save individual assistant results, and delete research history carefully.

Continue dependent research in the same TradeClaw session and create a public read-only link only after reviewing the complete conversation.

Review model choices, credits used, elapsed time, conversation billing records, and the practical limits of TradeClaw research.

Browse available TradeGo AI products, understand free, per-run, and subscription pricing, open the right tool, and find its results or history.

Confirm your current team, determine whether a product or record is missing, and give your team lead the details needed to help.

Manage your monthly subscription, buy one-time credit packs, redeem promotion codes, and find invoices, receipts, and credit records.

Protect sensitive information when uploading customer data, using AI results, sharing sessions, and managing API or MCP credentials.

Find quick answers about using TradeGo AI and learn what information to provide when you need help with an access, tool, billing, or customer-work issue.

Check a tool run's status and result, avoid duplicate submissions, and gather the right information when a result or credit record needs help.