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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

#Create sales playbooks

Sales playbooks turn approved responses to recurring customer questions into reusable team guidance.

#Who this is for

Use this guide when the team repeatedly answers the same questions about price, logistics, quality, customization, or company background.

#Create a playbook

Open Sales Playbooks.
Choose the closest category.
Enter the customer question or objection in its real wording.
Write the approved standard answer or response strategy.
Add trigger keywords that help identify relevant customer messages.
Keep the playbook active only while its guidance is current.

Avoid promises the team cannot consistently meet. Review old scripts when pricing, lead time, policies, or product facts change.

#FAQ

#Should an inactive playbook be deleted?

Keep it inactive when the history or wording may still be useful; delete only content that should no longer be retained.

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.

Build reusable customer profiles

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

Add and maintain product assets

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