Add or update a customer record

Sometimes you just need one customer record right: a new wholesale buyer to set up before their first order, or a billing address a customer emailed you a correction for. Doing it in the WooCommerce admin means hunting for the account first so you do not add a second one by mistake. This does the lookup for you and shows the exact change before it saves.

I need to add or fix a customer. First, look up whether a customer already
exists for [email or name here] and tell me what you found. Change nothing yet.

If they exist, show me the current record and the exact fields I want changed:
[for example, set the billing address to ...]. If they do not exist, show me
the new record you would create from [email, name, and address here].

Once I approve it, save the change: update only the fields I confirmed, or
create the one new record. Then read the saved customer back to me so I can
check it landed right.

Why this is safe to run

The lookup runs first and writes nothing, so you always know whether you are editing an existing customer or adding a new one before anything saves. That single read is what keeps this from quietly creating a duplicate.

The write is scoped tight. An update changes only the fields you approved and leaves the rest of the record alone; a create adds exactly the one customer you confirmed. It never touches orders, coupons, or products, and it cannot email the customer or reset a password. Every write is checked against the capability of the user you bound the agent to and recorded in the Activity Log, and reading the saved record back to you is the last step so you can catch a typo on the spot.

Already connected? Skip the paste. Ask your agent for the “add or update a customer record” recipe, or just tell it the customer and the change, and it runs the same lookup-first flow on your own store.