# Client CRM

- [Bulk Import Clients](https://help.whautomate.com/product-guides/client-crm/bulk-import-clients.md): This guide explains step-by-step instructions on bulk importing clients into Whautomate platform.
- [Client Details](https://help.whautomate.com/product-guides/client-crm/client-details.md): This guide explains the manual steps on adding or editing of clients within Whautomate pltform.
- [Client Notes](https://help.whautomate.com/product-guides/client-crm/client-notes.md): This guide provides detailed steps on adding various notes to clients within Whautomate platform.
- [Client Documents](https://help.whautomate.com/product-guides/client-crm/client-documents.md): This guide provides detailed steps on attaching documents within Client profile in your Whautomate account.
- [Client Letters](https://help.whautomate.com/product-guides/client-crm/client-letters.md): This guide provide step by step instruction on generating letters using Letter Templates for clients in your Whautomate account.
- [Client Forms](https://help.whautomate.com/product-guides/client-crm/client-forms.md): This guide provides step by step instructions on assigning forms to your clients and request them to be filled on WhatsApp, Email or SMS in your Whautomate account.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.whautomate.com/product-guides/client-crm.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.