# Customer Details

### 1. **Adding a New Customer**

* Click the **Add Customer** button in the top-right corner of the **Customers** section.
* Fill in the required fields such as:
  * **Name**: Customer's full name.
  * **Mobile**: Phone number.
  * **Email**: Email address (optional).
  * **Lead Source**: Origin of the lead (e.g., Google Ads, Referral).
  * **Lead State**: Status of the lead (e.g., New, Valid - Not Responding).
  * **Custom Fields**: Fields like Budget Preference or Site Visit Date, if applicable.
* Click **Add Customer** to add the customer to the database.

<figure><img src="/files/OYcmAR3v7rBn8A0PtLnK" alt=""><figcaption></figcaption></figure>

### **2. Editing Customer Details**

* To update customer information:
  * Click the **Pencil Icon** next to the customer’s entry in the table.
  * Modify fields such as name, mobile, email, or lead state.
  * Save the changes to keep the record updated.

<figure><img src="/files/DvcfKn1hcWfIOAXG4Boy" alt=""><figcaption></figcaption></figure>

### **3. Deleting a Customer**

* To remove a customer from the database:
  * Click the **Trash Icon** next to the customer’s entry in the table.
  * Confirm the deletion in the popup.

<figure><img src="/files/sPM8UD3JtHU30kVFn6wW" 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://squarebox-ai.gitbook.io/squarebox/customers-and-segments/customer-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.