# Client Details

## How to add a Client

#### STEP 1: Click the Client menu as shown in the picture

<figure><img src="/files/NwlrWAvrsAgscrsW3yty" alt=""><figcaption></figcaption></figure>

#### STEP 2: Press the New Client button in  the  right corner&#x20;

<figure><img src="/files/rDkgb50nZVh0heiU7A81" alt=""><figcaption></figcaption></figure>

#### STEP 3: Fill up the required Details&#x20;

<figure><img src="/files/Dhf9ZjIEz9VecyuMRxbw" alt=""><figcaption></figcaption></figure>

#### STEP 3: After filling all the details press Save button in the bottom

<figure><img src="/files/pEd4CZAebIpQD0TUYYC3" alt=""><figcaption></figcaption></figure>

## &#x20;How to edit Client

#### STEP 1:Click the edit button of the Client you want to edit&#x20;

<figure><img src="/files/pfIbtxvGVDXG0CGcbDKW" alt=""><figcaption></figcaption></figure>

#### STEP2:Edit the profile in the you want

<figure><img src="/files/kOSnVHHaIClWy3mI5wjU" alt=""><figcaption></figcaption></figure>

#### STEP 3:After editing the Client details Click the Update button to save the changes

<figure><img src="/files/8SFq2uXrAZjSD2dgCPiY" alt=""><figcaption></figcaption></figure>


---

# 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/client-details.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.
