# Search and Filter

## **Features of Search and Filter**

### **1. Search Bar**

* Use the **search bar** at the top of the Customers section to quickly find customers by name, email, phone number, or other details.
* Supports partial matches to simplify locating records.

<figure><img src="/files/38ELcv3IrZuKVri5v9Uf" alt=""><figcaption></figcaption></figure>

### **2. Basic Filters**

* Click on the **Filters** button to access a range of predefined filtering options.
* Example filters include:
  * **Lead Source**: Filter by origin (e.g., Google Ads, Referrals).
  * **Lead State**: Segment customers by status (e.g., New, Valid - Not Responding)

<figure><img src="/files/GqUqYA0Nf6N86eiP2PGe" alt=""><figcaption></figcaption></figure>

### **3. Advanced Filters**

* Combine multiple conditions using **AND/OR logic** for precise segmentation.
* Example:
  * Leads from Whatsapp Enquiry **AND** with a lead state "not Interested".

<figure><img src="/files/oxmRpEPqarthsfEmhiXR" 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/search-and-filter.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.