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TradeGo AI platform overview Get started with TradeGo AI Choose the right TradeGo AI product Prepare your company and product data Navigate TradeGo AI, confirm team access, and change language TradeGo AI glossary Develop potential buyers with TradePilot Work from TradePilot Today Manage development accounts in TradePilot Import potential buyers into TradePilot Use the TradePilot buyer workspace Handle customer replies and prepare quotations Transfer a qualified TradePilot buyer to CRM Manage customers and opportunities in Smart CRM Open Smart CRM from TradeGo AI Create and manage people in Smart CRM Create and manage companies in Smart CRM Track opportunities in Smart CRM Manage tasks and notes in Smart CRM Use Smart CRM lists, boards, filters, and record views Create and manage Smart CRM custom fields Import Smart CRM records from CSV Review Smart CRM import history and errors Create your company workspace Build reusable customer profiles Add and maintain product assets Create sales playbooks Review and manage Personal AI Memory Verify email addresses Optimize content for generative search Draft a customer email reply Create and review social copy Generate product catalogs Analyze a landing page Generate a proforma invoice Research, draft, and publish SEO content Create B2B product image sets Build enterprise video scripts Install and use TradeGo AI Translator Review contract risks with TradeShield Enrich and manage lead ads Create and manage quotations Create videos in Video Lab Format WooCommerce product content Use the Mail Workspace Connect an email account Connect applications to TradePilot Review and troubleshoot application connections Manage your profile and language Understand teams, roles, and product access Understand plans, subscriptions, and credits Top up credits and redeem a promotion code Review AI usage and billing records Review orders, payments, and receipts Join and manage the affiliate program Protect customer data and credentials Resolve sign-in, SSO, team, and 403 errors Research companies and markets with TradeClaw Write an effective TradeClaw research request Review TradeClaw sources and evidence boundaries Manage TradeClaw conversations and saved results Continue and share a TradeClaw research session Understand TradeClaw usage, credits, and limits Find and use products in Tool Market Resolve team and product access issues Manage Subscriptions, Credits, and Billing Records Protect customer data and account credentials TradeGo AI FAQ and support Resolve failed tool runs, missing results, and credit questions

#Review and manage Personal AI Memory

Personal AI Memory stores your individual identity, signature, customer context, and writing preferences; it is not a replacement for shared team business data.

#Who this is for

Use this guide when AI-generated writing needs to reflect your personal role and communication style.

#Open and update Personal AI Memory

Open Personal AI Memory. Add your display name, job title, direct contact details, messaging handles, personal introduction, and formal signature block. Then maintain communication style, customer or market context, writing rules, and default email signature. Save after reviewing every value.

Use shared company, product, and playbook pages for team facts. Do not place another person’s identity or confidential customer data in your personal memory.

#Restore a version

The page shows up to five recent versions. Select Restore Version only after checking the timestamp and source. Restoring preserves the current preferences as a new rollback point first.

#FAQ

#Can I restore an earlier memory version?

Yes. The page shows up to five recent versions; restoring one first saves the current preferences as a new rollback point.

Last updated: 2026-08-31

Create your company workspace

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

Create sales playbooks

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

Protect customer data and account credentials

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