Platform Walkthrough Videos
Choose a device to watch the walkthrough for your plan.
Desktop Walkthrough
StarterLearn how to navigate and use your TradeAnchor system from a desktop or laptop.
Activate Your TradeAnchor Account
New users must first activate their TradeAnchor account using the invitation email sent to their email address. After creating their password, they can log in anytime at: app.tradeanchor.ai
Check your invitation email
Look for the TradeAnchor email sent to your address.
Create your password
Use the activation link to set your credentials.
Log in
Sign in at app.tradeanchor.ai once activated.
⚠Do not attempt to log in before completing your account activation and creating your password.
Log In to TradeAnchorQuick Start Guide
Follow these recommended steps to get up and running smoothly with your system.
- 01
Activate your TradeAnchor account
Open the invitation email sent to your inbox and click the activation link to create your password.
- 02
Log in to TradeAnchor
Sign in at app.tradeanchor.ai with your newly created credentials.
- 03
Watch the Desktop Walkthrough
Follow along above to learn your main navigation, inbox, pipeline, and settings.
- 04
Watch the Mobile App Walkthrough
Download the mobile app to respond to messages and monitor leads from anywhere.
- 05
Review the tools included in your plan
Explore your plan features below to take full advantage of your platform capabilities.
- 06
Contact TradeAnchor support if you need help
Our dedicated onboarding and technical team is ready whenever you have questions.
What's Included in Starter
Your essential operational toolkit designed to capture leads, keep appointments organized, and automate basic client interactions.
Included Tools
- CRM & Pipeline
- Voice AI Receptionist
- AI Missed-Call Text Back
- Website Live Chat AI
- Built-for-you Professional Website
- Unified Inbox
- Review Automation
- Local Search & Google Ranking
- Calendar & Booking
- Invoices & Payments
- 500 Contacts included
- 1-2 Team Users
AI Capabilities
Answer + Book
- Answer general customer inquiries instantly
- Handle basic questions about your business & hours
- Seamlessly book appointments directly onto your calendar
Need help getting started?
Our TradeAnchor team is here to help with account access, setup, and platform questions.