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Guides and FAQs for every TradeCloser AI feature — from the first inquiry to closing the deal.

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◆ Feature Index

10 features, one AI sales agent for global trade

Click a feature to jump to its guide and FAQ

🏆

Inquiries & Sales

Your AI sales coach, online 24/7
🏭

Factory Coordination

Production progress at a glance
📋

Export Documents

One-click generation, zero errors
🔍

Buyer Background Check

Know before you quote
🚢

Logistics Tracking

Freight, rates and tracking
⚖️

Contracts & Compliance

Review, analyze, stay compliant
📈

CRM Customer Management

Never lose a customer asset
💬

Unified Messaging

WhatsApp, email & Telegram in one
📊

Sales Dashboard

Data-driven decisions
📚

Product Knowledge Base

Ramp up new hires fast
◆ Getting Started

Start in 4 quick steps

Visit beta.tradecloserai.com to create your account and log in. TradeCloser AI is free forever — no payment, no trial countdown.

Bind WhatsApp, email or Telegram in Settings. Once connected, buyer inquiries flow into your unified inbox and the AI starts assisting.

Upload product PDFs or scrape your website in one click, so the AI answers inquiries based on your real product information.

Open a buyer inquiry in your inbox. The AI translates it, analyzes intent and suggests a reply. Review the original, the translation and the outgoing message, then send.

◆ Feature 1

Inquiries & Sales

Your AI sales coach, online 24/7 — every inquiry answered and followed up

What this feature does

  • Smart reply suggestions + quoting strategies
  • Objection handling + follow-up reminders
  • Real-time translation in 12 languages

How to use

  1. Open a buyer inquiry in your unified inbox. The AI detects the language and translates it into your language.
  2. The AI analyzes buyer intent and lead quality, then suggests professional replies.
  3. When a quote is needed, the AI suggests pricing based on your product knowledge base and quoting strategy.
  4. Review the original, the translation and the outgoing message, then send.
  5. Based on how the buyer replies, the AI schedules your next follow-up reminder.

No. You review the original, the translation and the outgoing message before anything is sent.

Two-way translation covers 200+ languages worldwide. See the in-product language list for details.

Yes. It analyzes the buyer's background and messages to gauge intent level and flags high-priority leads.

◆ Feature 2

Factory Coordination

Production progress at a glance, no missed deadlines

What this feature does

  • Real-time production progress sync
  • Quality monitoring + delivery risk alerts
  • Auto-archived communication records

How to use

  1. Link a factory to an order and set delivery dates and quality requirements.
  2. When the factory updates progress, data syncs to the order in real time.
  3. The system monitors progress and quality and alerts you when a delivery risk appears.
  4. Communication with the factory is archived to the order automatically for full traceability.

When production falls behind schedule or quality data looks abnormal, the system generates a delivery risk alert and notifies you.

No. Invite factories to collaborate — no extra cost on their side.

◆ Feature 3

Export Documents

One-click document generation, zero format errors

What this feature does

  • Smart generation of full document sets
  • Format validation + compliance checks
  • Reusable custom templates

How to use

  1. Choose the document type you need (invoice, packing list, bill of lading, etc.).
  2. The AI fills in document content automatically from order data.
  3. Before submitting, format and compliance checks run automatically and flag issues to fix.
  4. Save frequently used documents as custom templates for one-click reuse.

Common export documents are covered. See the in-product list for the current scope.

Yes. Format is validated as you generate and fill, with a final compliance check before submission to reduce rejections.

◆ Feature 4

Buyer Background Check

A full check in about 2 minutes, know before you quote

What this feature does

  • Company background + credit rating
  • Risk analysis + purchasing power assessment
  • Competitor analysis

How to use

  1. Enter the buyer's company name or background details.
  2. In about 2 minutes, the AI produces a background report covering company info, credit rating and risk flags.
  3. Review the purchasing power assessment to gauge real buying capacity.
  4. Use the results to shape your quoting strategy and follow-up priority.

It is based on public information and multiple data sources to help you quickly size up a buyer before quoting. See the product for current data sources.

Use it as a strong reference, combined with your own understanding of the buyer.

◆ Feature 5

Logistics Tracking

Freight vetting, rates and tracking in one place

What this feature does

  • Freight forwarder qualification check
  • Multi-route freight rate comparison
  • Shipment tracking + customs documentation support

How to use

  1. Enter freight forwarder details and the AI helps verify credentials and reputation.
  2. When shipping, compare freight rates across routes to pick the best value.
  3. After dispatch, track shipment status from the order.
  4. For customs clearance, the AI helps prepare the relevant documents.

Multi-route freight comparison is supported. See the product for the current coverage.

Common international carriers are supported. See the in-product list.

◆ Feature 6

Contracts & Compliance

Contract review, clause analysis and compliance advice

What this feature does

  • Risky clause identification
  • Plain-language explanation of legal terms
  • Compliance advice + dispute guidance

How to use

  1. Upload the contract you need to review.
  2. The AI flags risky clauses and highlights them.
  3. Complex legal terms get plain-language explanations.
  4. Use the compliance advice and dispute guidance to move forward.

They are for reference. For major contracts, also consult a qualified lawyer.

Common document formats can be uploaded. See the in-product list.

◆ Feature 7

CRM Customer Management

Customer assets never lost, opportunities under control

What this feature does

  • Segmented customer tags + smart follow-up reminders
  • Auto-archived conversations from every channel
  • One-click handover when a salesperson leaves

How to use

  1. Customer records enter the CRM automatically. Tag and segment by industry, intent and source.
  2. Conversations from every channel are archived to each customer profile for easy review.
  3. The system reminds you when it is time to follow up.
  4. When team members change, hand over customers in one click — no lost assets.

We use industry-standard encryption for data in transit and at rest. Your customer data belongs to you and is never used for other purposes.

Yes. Full history stays in the customer profile so the new owner can pick up context instantly.

◆ Feature 8

Unified Multi-Channel Messaging

WhatsApp, email and Telegram in one inbox

What this feature does

  • One inbox for all channels + multi-account management
  • AI-assisted replies + 12-language translation
  • One-click templates for common replies

How to use

  1. Connect WhatsApp, email and Telegram accounts in Settings, with multi-account support.
  2. Messages from every channel land in one unified inbox — no app switching.
  3. Open any message to see AI-assisted reply suggestions with one-click translation.
  4. Save frequent replies as templates and send with one click for faster response times.

Yes — WhatsApp, email and Telegram are supported. See the product for the current channel list.

Yes. Multi-account management is supported, all handled in the unified inbox.

◆ Feature 9

Sales Dashboard

Data-driven decisions, no more guessing

What this feature does

  • Real-time performance dashboard + conversion funnel
  • Team performance comparison
  • Smart anomaly alerts

How to use

  1. Open the dashboard to see real-time performance and the conversion funnel.
  2. Compare team performance by member, channel and time period.
  3. When anomalies appear (e.g., a conversion drop or stalled follow-ups), the system alerts you.
  4. Adjust follow-up strategy and resource allocation based on the data.

In real time, so you can stay on top of business dynamics.

Yes. Admins can review team performance and compare effectiveness.

◆ Feature 10

Product Knowledge Base

Turn experience into an asset, ramp up new hires fast

What this feature does

  • PDF import + one-click website scraping
  • Natural-language search in seconds
  • Knowledge-driven AI replies

How to use

  1. Import product PDFs or enter your website URL to scrape content in one click.
  2. Once ingested, search product information in natural language.
  3. Knowledge base content powers AI replies to inquiries, so answers fit your actual products.

PDF import and one-click website scraping. See the in-product list for details.

Add or update materials anytime. AI replies use the latest knowledge base content first.

◆ FAQ

More frequently asked questions

TradeCloser AI is an AI sales agent for international trade. Around each buyer inquiry, it assists with intent understanding, multilingual two-way translation, product lookup, quoting, follow-up reminders and customer records. See the product for the current scope.

TradeCloser AI is free forever for global trade sales teams — not a time-limited trial and with no countdown. Just log in and start.

Many AI tools charge monthly or yearly. TradeCloser AI is free forever — no subscription fees, no trial countdown and no paywall. Log in and start. See the product page for the current scope.

Incoming messages are translated into your language so you understand buyer needs. You write your reply in your language and the AI translates it back to the buyer's language before sending. Originals and translations are kept for verification.

Team mode is supported: admins assign inquiries to team members, set ownership rules and view team performance. Conversation records are shared for smooth handoffs.

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