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#TradeGo AI glossary

Use this glossary to understand the product names, record types, business data, and trade terms that appear in TradeGo AI guides and product pages.

#Who this is for

Use this page when a label in TradeGo AI or one of its guides is unfamiliar, or when you need to distinguish similar customer, sales, and trade terms.

  1. Find the term below.
  2. Open the related guide when you need to complete an action, not just understand the label.
  3. Keep brand and professional terms unchanged when searching the platform.

#Products and workspaces

TermMeaning
TradePilotThe workspace for developing potential buyers, recording inquiries and replies, and preparing the next sales action.
TradeClawThe research workspace for investigating companies, buyers, markets, and trade questions with reviewable sources.
Smart CRMThe customer relationship workspace for companies, people, opportunities, tasks, notes, lists, boards, and custom fields.
Tool MarketThe catalog where you find and open specialist TradeGo AI tools.
Company WorkspaceThe place to maintain reusable facts about your own company.
Product AssetsReusable product information, specifications, images, documents, and trade details.
Sales PlaybookReusable sales guidance such as positioning, qualification questions, objections, and follow-up steps.
AI MemoryPersonal or permitted team context that helps keep AI-assisted work consistent.

#Customer and sales records

TermMeaning
CompanyAn organization you work with, such as a buyer, distributor, supplier, or partner.
PersonAn individual contact associated with a company or business relationship.
OpportunityA potential commercial deal tracked through its sales stages.
TaskA specific action that someone needs to complete.
NoteContext, a meeting record, a decision, or supporting information that should stay with a customer record.
Custom fieldAn approved extra field used to store information your team needs beyond the standard record fields.
Sales caseThe TradePilot working record that gathers a customer inquiry, evidence, replies, and next actions.

#Teams, records, and credits

TermMeaning
Current teamThe active team in the platform. It determines which shared records, products, plan features, and credits are available to you.
Execution recordA visible record of a tool run, including its tool name, status, result preview, cost, and submitted time.
CreditThe visible balance used by a product action that clearly displays a credit charge.
ConnectionAn authorized link between TradeGo AI and a supported business application, such as a mailbox or CRM.
SSOSingle sign-on: opening Smart CRM through TradeGo AI with your permitted account and current team.

#Trade and data terms

TermMeaning
CSVA spreadsheet-style file commonly used to import records.
SKUA stock keeping unit: your internal identifier for a product or variant.
MOQMinimum order quantity: the smallest quantity accepted for an order.
HS CodeA harmonized system code used to classify goods for trade and customs.
IncotermA trade term that defines delivery responsibilities and risk allocation between buyer and seller.
SEOSearch engine optimization: improving content for traditional search engines.
GEOGenerative engine optimization: improving content for generative-search experiences.

#FAQ

#Are product names translated in every language?

No. Brand and professional terms such as TradePilot, TradeClaw, Smart CRM, CRM, CSV, SEO, GEO, SKU, MOQ, and HS Code can remain in English so that product names and business terms stay recognizable.

#What is the difference between a company, a person, and an opportunity?

A company is an organization, a person is an individual contact, and an opportunity is a potential commercial deal that can be tracked through its stages.

#What does a credit pay for?

Credits are the visible balance used by product actions that show a charge. Check the product page and its execution record for the displayed cost of a completed run.

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