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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

#TradeGo AI FAQ and support

Use this page to find the right TradeGo AI guide for a common question and to prepare safe, useful details when you need help.

#Who this is for

Use this page when you need a quick starting point, want to resolve a common usage issue, or need to know what to send with a support request.

#Open the detailed guide first

Choose the question that best matches your situation below.
Open its linked guide and complete the normal user steps.
If the issue remains, collect the displayed status, error, time, and current team before asking for help.

#Customer work

For customer-inquiry work, open TradePilot.

#Where should I start with a customer inquiry?

Start in TradePilot to retain the customer message, confirm requirements, and continue with replies, quotation context, and follow-up.

#Access and results

For a missing product or record, open Resolve team and product access issues. For a missing tool result, open Resolve failed tool runs, missing results, and credit questions.

#Why is a product or record missing?

Confirm the current team, refresh the product, and check search terms or filters. If it is still unavailable, provide the product or record name and the action you need to your team lead.

#What should I do when a tool result is missing or failed?

Open the matching Execution Logs record, check whether it is pending, completed, or failed, and do not submit the same request again while it is pending.

#Credits and support

For your current balance and plan, open Plans & Subscription. For payment records, invoices, or receipts, open Orders. After checking the relevant guide, you can join the TradeGo AI user group for help.

#Where can I check credits, payments, or receipts?

Use Plans & Subscription for the current balance and plan, then use Orders for payment records and available invoices or receipts.

#What should I include when I ask for help?

Include the product, current team, submitted time or page URL, visible status or error, and what you expected. Do not send passwords, API keys, client secrets, payment-card details, or unnecessary customer data.

Last updated: 2026-09-30

Get started with TradeGo AI

Add a potential buyer to TradePilot, review the buyer profile, and complete your first real B2B sales action.

Resolve team and product access issues

Confirm your current team, determine whether a product or record is missing, and give your team lead the details needed to help.

Resolve failed tool runs, missing results, and credit questions

Check a tool run's status and result, avoid duplicate submissions, and gather the right information when a result or credit record needs help.

Protect customer data and credentials

Minimize customer data, protect passwords and keys, and review AI output before sharing or sending it.