#TradeGo AI frequently asked questions

This page gives TradeGo AI users direct answers about product choice, team access, credits, customer inquiries, CRM sync, and safe use.

#Who this is for

Use this page when you need a quick starting point, need to choose a product, or want to solve a common usage problem before opening a detailed guide.

#Getting started

#Where should I start the first time I use TradeGo AI?

Confirm your current team after signing in, then open the Tool Market. If you are handling a customer inquiry, start by creating a sales case in TradePilot.

#Which product should I use for a customer inquiry?

Use TradePilot to preserve the customer message, confirm requirements, and continue with replies, quotation information, and follow-up.

#Which product should I use to research companies, buyers, or markets?

Use TradeClaw and include the market, company type, product, time range, and decision goal in your question.

#Access issues

#Why is a product missing from the Tool Market?

Confirm the current team and refresh the page. If the product is still missing, tell your team lead the product name and the work you need to complete.

#Why can I open a product but not see a teammate’s record?

Check the current team, search terms, and filters first. If the record exists, ask your team lead whether you need to participate in that work.

#Credits and product actions

#When are credits consumed?

Only product actions that clearly show a charge use credits. Review the cost information and team balance before running the action.

#Does TradePilot automatically send customer replies?

No. Replies are saved as drafts for you to review and use. Importing an email or WhatsApp conversation also sends nothing.

#CRM and result review

#How do I sync a TradePilot case to CRM?

Connect TradeGo CRM from “Connect applications” in TradePilot, then open the sales case and select “Sync to TradeGo CRM.”

#Can I use AI-generated or research output without checking it?

You should review customer details, facts, sources, dates, and commercial commitments before sending, quoting, publishing, or making an important decision.