# TradeGo AI platform overview

TradeGo AI brings buyer development, market research, CRM records, reusable business knowledge, email work, and specialist AI tools into one account so your team can move from finding an opportunity to following it through.

## Who this is for

This overview is for B2B sales, export, marketing, research, and customer-management teams deciding where to begin and how the main TradeGo AI products work together.

## Choose a starting point

Start with the task you need to complete now:

| Your current task | Start here | What you can do next |
|---|---|---|
| Review potential buyers and decide the next development action | [TradePilot](/admin/trade-pilot/today) | Review buyer evidence, continue outreach, handle replies, and prepare qualified buyers for CRM |
| Research a company, market, buyer, or trade question | [TradeClaw](/admin/trade-claw) | Ask follow-up questions, inspect sources, save useful findings, and share a session |
| Maintain people, companies, opportunities, tasks, and notes | [Smart CRM](/admin/smart-crm/launch) | Keep qualified customer information and sales activity organized |
| Complete a focused content, data, image, contract, quotation, or video task | [Tool Market](/admin/tool-market) | Open a specialist product available to your team |
| Work with connected mailboxes and customer email | [Mail Workspace](/admin/mail-workspace) | Review and continue email work from the platform |

## Prepare shared business context

The Knowledge Base area holds information that supported products can reuse:

- [Company Workspace](/admin/business-profiles) stores your company identity, contact information, trade background, and supporting materials.
- [Product Assets](/admin/product-items) stores product identity, selling points, specifications, trade details, images, and documents.
- [Sales Playbooks](/admin/sales-playbooks) stores approved responses to recurring customer questions and objections.

Add accurate information here before asking AI products to prepare customer-facing work. This reduces repeated data entry and makes later review easier.

## Follow the main B2B workflow

A typical workflow can move through the platform in this order:

1. Add company and product information your team can reuse.
2. Bring potential buyers into TradePilot or research them with TradeClaw.
3. Review evidence and decide the next sales action.
4. Prepare outreach, replies, quotation details, or supporting content.
5. Move qualified customer information into Smart CRM.
6. Continue managing opportunities, tasks, notes, and follow-up work.

You do not need to use every product in every case. Keep the workflow as small as the customer task requires.

## Check access and results

Product visibility depends on your current team's plan and your role. A product may be visible but locked until the required plan or permission is available.

Before using AI-generated research, replies, quotations, contracts, images, or marketing content, confirm the names, quantities, prices, dates, claims, contact details, and source evidence that matter to the decision.

## FAQ

### Do I need to learn every TradeGo AI product before I start?

No. Choose the product that matches the task in front of you, then add other products only when the workflow needs them.

### Are Tool Market products separate accounts?

No. The Tool Market shows the specialist products available to your current TradeGo AI account and team.

### Where should a new user start?

Prepare the basic company and product information your team will reuse, then start with TradePilot for buyer development, TradeClaw for research, Smart CRM for customer records, or a specialist Tool Market product.

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Canonical HTML: https://app.tradegoai.app/docs/platform-overview
Last updated: 2026-08-27

Related documentation:
- [Get started with TradeGo AI](https://app.tradegoai.app/docs/getting-started)
- [Choose the right TradeGo AI product](https://app.tradegoai.app/docs/choose-a-product)
- [Prepare your company and product data](https://app.tradegoai.app/docs/prepare-business-data)