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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

#Build reusable customer profiles

Customer profiles turn recurring buyer knowledge into reusable team context without treating assumptions about one customer as universal facts.

#Who this is for

Use this guide when your team serves recurring markets or buyer types and needs consistent sales context.

#Create a customer profile

Open Target Audience.
Name the profile and connect it to the relevant company workspace.
Add target markets and sales channels.
Record company types, purchase goal, frequency, common products, and decision-makers.
Add key concerns, deal blockers, conversion points, and clear notes.
Set one default only when appropriate.

Keep a separate profile for materially different buyer types. Use custom items for stable team-specific context, not one-off conversation notes.

#FAQ

#When should a profile be the default?

Make it default only when it is the team’s primary reusable target profile; keep distinct markets or buyer types as separate profiles.

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.

Add and maintain product assets

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

Create sales playbooks

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