# Search Wealthbox Contacts in White Swan

{% hint style="info" %}
If you prefer to send a contact from your Wealthbox account, please review the [Import Contact from Wealthbox](/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox.md) article.
{% endhint %}

1. [Log in](https://app.whiteswan.io/partner_log_in) to your White Swan for Partners account.
2. Navigate to the [partner integrations page](https://app.whiteswan.io/partner_integrations) within your White Swan, which can be accessed via the header menu. 
3. From the Wealthbox widget, select **Search Wealthbox Contacts**. 
4. Enter your client’s first name, last name, or nickname and select **Search**.

<figure><img src="/files/wK82N3MjFFobQpS7XC5Z" alt=""><figcaption></figcaption></figure>

5. Locate your desired client from the search results and select **Import**.&#x20;

<figure><img src="/files/B4rEIqQaAI0OPjaBSQvk" alt=""><figcaption></figcaption></figure>

6. After your contact is imported, you have the option to [**Start a Plan Request**](/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request.md) and/or view any past plan requests associated with your contact.&#x20;

<figure><img src="/files/nL14ifmyca2kvqZ1eYMp" alt=""><figcaption></figcaption></figure>


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# 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/search-wealthbox-contacts-in-white-swan.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.