# Customers

Customers are individuals who have created an account on your website to access your services. All registered customers are displayed within the "Customers" section.

**Adding New Customers**

* **Manual Addition:**
  1. Click the **New Customer** button.
  2. Fill out the required information in the form.
  3. Click the **Add** button to save the new customer.
* **Importing Customers:**
  1. Click the **Import** button.
  2. Click **Click to Upload** to select your CSV file.
  3. Click **Submit** to import the customer data.
  4. Download the *Sample.csv* file for the correct CSV format.

**Customer Management**

* **Customer Details:**
  * Click the "View Details" button to see a customer's complete information.
  * Click the "Edit Details" button to modify their information.
  * Set credit limits and specific conditions for individual customers.
* **Customer Status:**
  * New customers are initially set to "Unverified."
  * After verifying a customer's information, click **Verify Customer** to update their status.


---

# 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://docs.cleandesk.ai/customer-relationship-management-crm/customers.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.