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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

#Protect customer data and credentials

Use only the customer information needed for a task, keep credentials private, and check all external-facing content before use.

#Who this is for

Use this guide whenever you upload customer material, connect an application, use AI output, or share a link or screenshot.

Confirm that the current team is responsible for the customer.
Upload only the file, email, or data needed for the task.
Remove unrelated personal information, restricted documents, and private customer material.
Before sharing output, verify names, prices, quantities, dates, contacts, and commercial commitments.
Hide customer data, passwords, keys, and authorization headers in screenshots.

Never send passwords, API keys, client secrets, or complete authorization headers through chat, email, support messages, or public links.

#Respond to an exposed credential

Change a password or revoke the affected API key immediately.
Reconnect the related application or replace its credential in the approved service.
Check which customer data or actions may have been exposed.
Contact support with the product, time, and affected account—never the secret value.

#FAQ

#What should I do if a password or API key may be exposed?

Change the password or revoke the key immediately, reconnect or update the application with a new credential, and do not send the exposed value to support.

Last updated: 2026-09-30

Understand teams, roles, and product access

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

Connect applications to TradePilot

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

TradeGo AI FAQ and support

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.