#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.
#Open a related guide
- Find the term below.
- Open the related guide when you need to complete an action, not just understand the label.
- Keep brand and professional terms unchanged when searching the platform.
#Products and workspaces
| Term | Meaning |
|---|---|
| TradePilot | The workspace for developing potential buyers, recording inquiries and replies, and preparing the next sales action. |
| TradeClaw | The research workspace for investigating companies, buyers, markets, and trade questions with reviewable sources. |
| Smart CRM | The customer relationship workspace for companies, people, opportunities, tasks, notes, lists, boards, and custom fields. |
| Tool Market | The catalog where you find and open specialist TradeGo AI tools. |
| Company Workspace | The place to maintain reusable facts about your own company. |
| Product Assets | Reusable product information, specifications, images, documents, and trade details. |
| Sales Playbook | Reusable sales guidance such as positioning, qualification questions, objections, and follow-up steps. |
| AI Memory | Personal or permitted team context that helps keep AI-assisted work consistent. |
#Customer and sales records
| Term | Meaning |
|---|---|
| Company | An organization you work with, such as a buyer, distributor, supplier, or partner. |
| Person | An individual contact associated with a company or business relationship. |
| Opportunity | A potential commercial deal tracked through its sales stages. |
| Task | A specific action that someone needs to complete. |
| Note | Context, a meeting record, a decision, or supporting information that should stay with a customer record. |
| Custom field | An approved extra field used to store information your team needs beyond the standard record fields. |
| Sales case | The TradePilot working record that gathers a customer inquiry, evidence, replies, and next actions. |
#Teams, records, and credits
| Term | Meaning |
|---|---|
| Current team | The active team in the platform. It determines which shared records, products, plan features, and credits are available to you. |
| Execution record | A visible record of a tool run, including its tool name, status, result preview, cost, and submitted time. |
| Credit | The visible balance used by a product action that clearly displays a credit charge. |
| Connection | An authorized link between TradeGo AI and a supported business application, such as a mailbox or CRM. |
| SSO | Single sign-on: opening Smart CRM through TradeGo AI with your permitted account and current team. |
#Trade and data terms
| Term | Meaning |
|---|---|
| CSV | A spreadsheet-style file commonly used to import records. |
| SKU | A stock keeping unit: your internal identifier for a product or variant. |
| MOQ | Minimum order quantity: the smallest quantity accepted for an order. |
| HS Code | A harmonized system code used to classify goods for trade and customs. |
| Incoterm | A trade term that defines delivery responsibilities and risk allocation between buyer and seller. |
| SEO | Search engine optimization: improving content for traditional search engines. |
| GEO | Generative 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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Related documentation
Choose TradePilot, TradeClaw, Smart CRM, shared business data, Mail Workspace, or a Tool Market product based on the result you need.
Prepare your company and product dataAdd an accurate company profile, reusable product assets, and approved sales playbooks before creating customer-facing AI output.
Manage customers and opportunities in Smart CRMOpen Smart CRM through TradeGo AI, maintain the five core record types, use views and custom fields, import CSV data, and continue qualified TradePilot buyers.
Resolve failed tool runs, missing results, and credit questionsCheck a tool run's status and result, avoid duplicate submissions, and gather the right information when a result or credit record needs help.