#Get started with TradeGo AI

After signing in, confirm your current team and choose the product that matches your task; if you are handling a customer inquiry, you can start by creating a sales case in TradePilot.

#Who this is for

This guide is for sales, market research, customer management, and global trade team members who want to begin real work without learning every product first.

#Do these three things after signing in

1. Confirm that the team shown in the upper-right area is the team where you intend to work.
2. Open the Tool Market to see the products available to your account.
3. Choose only the product relevant to your current task.

If you belong to more than one team, switch teams before opening a product so that customer information and work records are saved in the right place.

#Choose a product for your current task

What you need to do	Product to open
Handle an inquiry, prepare a reply, organize quotation details, or schedule follow-up	TradePilot
View or update customers, contacts, and opportunities	Smart CRM
Research companies, markets, buyers, or trade questions	TradeClaw
Use another content, data, or image tool	The relevant product in the Tool Market

#Complete your first task with TradePilot

1. Open TradePilot.
2. Select “New sales case.”
3. Under “Start from,” choose to paste a customer message, upload an inquiry document, or import a WhatsApp chat.
4. Enter any known customer, company, channel, and original-language details.
5. Save the case and use “Understand inquiry” to organize the customer requirements.
6. Check the product, quantity, destination, and other details, then select “Confirm requirements.”
7. Continue with a reply, quotation preparation, or follow-up when needed.

The original message, confirmed requirements, and next actions will then remain together in one sales case.

#If a product is missing

Confirm the current team and refresh the Tool Market. If the product is still missing, tell your team lead which product you need and what task you are trying to complete. Do not create another account.

#Check results before using them

Before sending a reply, submitting a quotation, or updating customer data, check the customer name, product, quantity, price, delivery terms, dates, and contact details. TradeGo AI can organize and draft work, but you remain responsible for the final customer-facing content.

#FAQ

#Do I need a separate account for each TradeGo AI product?

No. After signing in to one TradeGo AI account, you can use the products that your current team has made available to you.

#Why can a teammate see products that I cannot?

Product access can differ between members. Confirm your current team first; if the product is still missing, contact your team lead.

#Where should I start when I already have a customer inquiry?

Open TradePilot, select “New sales case,” and paste the customer message, upload an inquiry file, or import one WhatsApp conversation.