# Capabilities The Wealthbox integration is used to quickly **Import Contacts** and then **Start a Plan Request** using the contact's information to streamline the [plan request experience](/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests.md) and pre-fill parts of the [application](/partner-knowledge-base/platform-overview/client-experience/applications.md). *** **Import Options** * [Import Contact from Wealthbox](/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox.md) - Send contacts to White Swan directly from your Wealthbox dashboard. * [Search Contacts](/partner-knowledge-base/wealthbox-integration/capabilities/search-wealthbox-contacts-in-white-swan.md) - From within your White Swan dashboard, you can search your contacts in Wealthbox and import them into White Swan. *** **Start a Plan Request** [Start a Plan Request](/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request.md) - Start a plan request for a contact imported from Wealthbox. The request and application will be pre-filled with any relevant information you already posses in Wealthbox. --- # 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.whiteswan.io/partner-knowledge-base/wealthbox-integration/capabilities.md?ask= ``` 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.