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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

#Understand teams, roles, and product access

Your current team and assigned product access determine which records, tools, and team workspaces you can use.

#Who this is for

Use this guide when a product, customer record, billing page, or connected workspace is missing.

#Open your team and confirm the right access

Check the active team in the platform header.
Switch to the team that owns the intended work, if you belong to more than one team.
Reopen the Tool Market or required product and clear any record filters.
If access is still missing, ask the team lead for the specific product, record, and action you need.
Refresh or reopen the product after the team lead confirms the access change.

Do not create a second account to solve an access issue; it separates records from the team that owns the work.

#FAQ

#Why can a teammate see a record that I cannot?

You may be in a different active team, have a different record scope, or need the team lead to grant access for the required work.

Last updated: 2026-09-02

Manage your profile and language

Update your avatar, nickname, email, timezone, password, and platform language preference.

Understand plans, subscriptions, and credits

Review the team plan, subscription status, available credits, and the displayed cost before starting a paid action.

Review and troubleshoot application connections

Check connection state, reconnect an expired account, and resolve common authorization issues in user-visible workflows.