---
title: "Add a New Customer Profile"
slug: "add-a-new-customer-profile"
description: "Learn how to add a new Customer (Profile) anytime, and how to manually add their details, in this step-by-step guide."
updated: 2026-02-28T08:13:26Z
published: 2026-02-28T08:13:26Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gladly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a New Customer Profile

When a *new* or *unknown* Customer reaches out, a new [Customer Profile is automatically created](https://help.gladly.com/docs/automatically-create-customer-profiles) for that Customer and is assigned to the Inbox based on the Channel used by the Customer to reach out.

The Customer Profile contains current and future interactions with the Customer. When a new Profile is *automatically* created, you should add as many Customer details as possible. The more information you have about a Customer in the Customer Detail, the better Gladly can always match the Customer to their Customer Profile whenever they contact you. Still, you can create a new Profile, especially if you're reaching out to a Customer who doesn't have an existing Profile.

## Add a new Customer Profile manually

You can add a new Customer (Profile) anytime and manually add their details.

1. From the top section of the My Customers list, click![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg).
2. Click**Add New Customer**. ![Customer support interface showing messages and options to add or refresh customers.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/Group 2711.png)
  - In the collapsed view, click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/kebab-icon-vertical.svg) to add a Customer at the bottom of the My Customers list. ![User details showing assignment to Chicago Store with profile image.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/add_customer_collapsed.webp)
  - You can also click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/gladly-plus-icon-green(1).svg) at the bottom corner of your homepage and select **Add New Customer**.
3. On the left side of the Customer Profile screen, fill in the [Contact](https://help.gladly.com/docs/add-a-new-customer-profile/#h-contact) and [Details](https://help.gladly.com/docs/add-a-new-customer-profile/#h-details) section. ![Form for adding customer details including contact information and notes section.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/Add-new-customer-detail.png)

### Contact

Enter all the details you know about the Customer. The more information you can provide, the more accurate Customer matching will be, and the easier it is for Gladly to identify the Customer every time they contact you. This includes a Customer's:

### **Details**

Add a level of detail and personalization about a Customer using the **Details** section. Details like if they have allergies, their preferred color, or perhaps they go by a particular nickname.

### **Relationship**

If you can identify another Profile the new Customer is [related](https://help.gladly.com/docs/managing-relationships) to, create a connection between the Customer Profiles.

![Details about Jake's polyester allergy and shirt size preferences are outlined here.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/Customer-Details.webp)

Unlike [Notes](https://help.gladly.com/docs/add-a-note-to-a-conversation), where it's used to leave notes about a recent interaction or Conversation with the Customer, Details can be general information that's good to know about the Customer.