> For the complete documentation index, see [llms.txt](https://learn.doubletick.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.doubletick.io/settings.md). # Settings - [How to edit your Profile Details](https://learn.doubletick.io/settings/how-to-edit-your-profile-details.md): Learn to update your profile details on DoubleTick. Easily edit your name, email, and phone number, to keep your account information accurate and up-to-date. - [How to Set Your Primary WABA in DoubleTick](https://learn.doubletick.io/settings/how-to-edit-your-profile-details/how-to-set-your-primary-waba-in-doubletick.md): Learn how to choose the primary WhatsApp Business Account for your DoubleTick workspace. - [Push Notifications](https://learn.doubletick.io/settings/push-notifications.md): Configure DoubleTick push notifications and resolve common notification issues. - [How to Enable Push Notifications in DoubleTick](https://learn.doubletick.io/settings/push-notifications/how-to-enable-push-notifications-in-doubletick.md): Learn how to enable push notifications for DoubleTick messages. - [Troubleshooting Guide: Fixing DoubleTick App Notification Issues](https://learn.doubletick.io/settings/push-notifications/troubleshooting-guide-fixing-doubletick-app-notification-issues.md): Troubleshoot common notification issues in the DoubleTick mobile app. - [Push Notification Troubleshooting by Phone Model](https://learn.doubletick.io/settings/push-notifications/push-notification-troubleshooting-by-phone-model.md): Resolve DoubleTick push notification issues for your phone model. - [How to Set Up Low Wallet Balance Email Alerts in DoubleTick](https://learn.doubletick.io/settings/how-to-set-up-low-wallet-balance-email-alerts-in-doubletick.md): Learn how to configure email alerts for low wallet balances in DoubleTick. - [Manage Roles](https://learn.doubletick.io/settings/manage-roles.md): Learn how to manage roles on DoubleTick. Restrict access to specific features based on team responsibilities, ensuring secure and efficient collaboration - [Understanding Roles and Types of Roles](https://learn.doubletick.io/settings/manage-roles/understanding-roles-and-types-of-roles.md): Understand organization and channel roles, including default and custom role types. - [How do you view Role Permissions and Duplicating Roles](https://learn.doubletick.io/settings/manage-roles/how-do-you-view-role-permissions-and-duplicating-roles.md): Learn how to review role permissions and duplicate roles in DoubleTick. - [How to Change the Role of an Existing Team Member](https://learn.doubletick.io/settings/manage-roles/how-to-change-the-role-of-an-existing-team-member.md): Learn how to change a team member's organization and channel roles. - [Understanding Custom Role in DoubleTick and How Do You Create One?](https://learn.doubletick.io/settings/manage-roles/understanding-custom-role-in-doubletick-and-how-do-you-create-one.md): Learn how custom organization and channel roles work and how to create them. - [How to set permissions for custom organization role](https://learn.doubletick.io/settings/manage-roles/how-to-set-permissions-for-custom-organization-role.md): Learn what each permission does in simple, beginner-friendly terms so you can build custom team roles with complete confidence. - [How to set permissions for custom channel role](https://learn.doubletick.io/settings/manage-roles/how-to-set-permissions-for-custom-channel-role.md): Learn what each custom channel role permission allows in DoubleTick. - [Understanding Chat Activity Logs in DoubleTick](https://learn.doubletick.io/settings/understanding-chat-activity-logs-in-doubletick.md): See all actions taken by your team members and bots inside any chat - [How to Create and Use Custom Contact Fields](https://learn.doubletick.io/settings/how-to-create-and-use-custom-contact-fields.md): Learn to create and manage custom contact fields on DoubleTick. Create, capture, edit and delete specific customer data with text, date, number, or list fields. - [How to use Custom Nested Fields for CRM-grade Data](https://learn.doubletick.io/settings/how-to-use-custom-nested-fields-for-crm-grade-data.md): Learn how to use nested custom fields to store structured customer data. - [How to Create and Use Multi-Select List in Custom Contact Fields](https://learn.doubletick.io/settings/how-to-create-and-use-multi-select-list-in-custom-contact-fields.md): A Smarter, More Flexible Way to Capture Customer Preferences! - [Create and Use Quick Replies](https://learn.doubletick.io/settings/create-and-use-quick-replies.md): Learn to create and use quick replies on DoubleTick. Save time by setting up shortcuts for frequently sent messages, streamlining customer communication. - [How to Create and Use Quick Replies (with Media) on DoubleTick](https://learn.doubletick.io/settings/how-to-create-and-use-quick-replies-with-media-on-doubletick.md): Learn how to create media quick replies for faster customer responses. - [How to Delete Multiple Tags in DoubleTick](https://learn.doubletick.io/settings/how-to-delete-multiple-tags-in-doubletick.md): Learn how to delete multiple customer tags in DoubleTick. - [Custom Events Guide](https://learn.doubletick.io/settings/custom-events-guide.md): Understand custom events and use them to track customer actions in DoubleTick. - [How to use Custom Events in Bot studio and track them in Enterprise Analytics](https://learn.doubletick.io/settings/custom-events-guide/how-to-use-custom-events-in-bot-studio-and-track-them-in-enterprise-analytics.md): Learn how to trigger custom events in Bot Studio and analyze them in Enterprise Analytics. - [Create a WhatsApp Widget on Website](https://learn.doubletick.io/settings/create-a-whatsapp-widget-on-website.md): Learn how to create WhatsApp chat widgets on your website using DoubleTick. Enable real-time communication between website visitors and businesses. - [How to Use Webhooks to Pass Events to Third-Party](https://learn.doubletick.io/settings/how-to-use-webhooks-to-pass-events-to-third-party.md): Set up webhooks on DoubleTick to automate data exchange between applications. Integrate with third-party apps & use event-based triggers for real-time updates. - [Enterprise Security](https://learn.doubletick.io/settings/enterprise-security.md): Learn about DoubleTick enterprise security controls and related configuration options. - [Custom PII masking and blocking](https://learn.doubletick.io/settings/enterprise-security/custom-pii-masking-and-blocking.md): Learn how DoubleTick’s Enterprise Security feature allows enterprise accounts to integrate a custom Security API to detect, mask, or block sensitive information (PII) in text messages and media files. - [Enterprise security controls](https://learn.doubletick.io/settings/enterprise-security/enterprise-security-controls.md): Learn how DoubleTick’s enterprise security validation helps protect your brand, maintain customer trust, and control your messaging operations automatically. - [IP Access Control](https://learn.doubletick.io/settings/enterprise-security/ip-access-control.md): Enterprise-Grade Security to Protect Your Workspace - [Control Team Member Login Access with Device Management](https://learn.doubletick.io/settings/enterprise-security/control-team-member-login-access-with-device-management.md): Learn how to control team member login access with device management. - [Developer Documentation](https://learn.doubletick.io/settings/developer-documentation.md): Access DoubleTick developer resources for API keys, logs, and integrations. - [How to Create and Manage Your API Key in DoubleTick](https://learn.doubletick.io/settings/developer-documentation/how-to-create-and-manage-your-api-key-in-doubletick.md): Integrate third-party apps with DoubleTick using our Developer Documentation. Access API documentation and API keys for seamless integration and enhanced workflow efficiency. - [How to Regenerate Your API Key in DoubleTick](https://learn.doubletick.io/settings/developer-documentation/how-to-regenerate-your-api-key-in-doubletick.md): Learn how to regenerate a DoubleTick API key securely. - [How to view public API logs](https://learn.doubletick.io/settings/developer-documentation/how-to-view-public-api-logs.md): Learn how to view, search, and troubleshoot API requests made using DoubleTick API keys and check request/response payloads, latency, and status codes. - [How to Set the Login OTP Delivery Method](https://learn.doubletick.io/settings/how-to-set-the-login-otp-delivery-method.md): Learn how to choose the delivery method for DoubleTick login OTPs. - [Single Sign-On (SSO) in DoubleTick](https://learn.doubletick.io/settings/single-sign-on-sso-in-doubletick.md): Learn how Single Sign-On works in DoubleTick and configure SSO access. - [Understanding DoubleTick API Rate Limits](https://learn.doubletick.io/settings/understanding-doubletick-api-rate-limits.md): Understand DoubleTick API rate limits and plan reliable integrations. - [How to Manage Channels](https://learn.doubletick.io/settings/how-to-manage-channels.md): Learn to manage your WhatsApp Business Account (WABA) on DoubleTick. Access details, manage agents, update profiles, and control WABA status for optimal performance. - [How to Manage Billing & Invoices](https://learn.doubletick.io/settings/how-to-manage-billing-and-invoices.md): Learn how to access and manage billing details, view transaction history, download invoices, and adjust your subscription plan on DoubleTick. - [How to Find the Invoice in DoubleTick](https://learn.doubletick.io/settings/how-to-manage-billing-and-invoices/how-to-find-the-invoice-in-doubletick.md): Invoices are generated at the end of each month. Follow the steps below to access your invoices quickly and easily - [How to Update Billing Details in DoubleTick](https://learn.doubletick.io/settings/how-to-manage-billing-and-invoices/how-to-update-billing-details-in-doubletick.md) - [How to Change Your Primary Email ID or Mobile Number in Billing Records](https://learn.doubletick.io/settings/how-to-manage-billing-and-invoices/how-to-change-your-primary-email-id-or-mobile-number-in-billing-records.md) - [How to Update or Change Your Card Details for Billing on DoubleTick](https://learn.doubletick.io/settings/how-to-manage-billing-and-invoices/how-to-update-or-change-your-card-details-for-billing-on-doubletick.md) - [Steps to Request a Missing Invoice](https://learn.doubletick.io/settings/how-to-manage-billing-and-invoices/steps-to-request-a-missing-invoice.md) - [How to Apply for a TDS Refund](https://learn.doubletick.io/settings/how-to-manage-billing-and-invoices/how-to-apply-for-a-tds-refund.md) - [What is an SLA and How to Set Up a Default SLA on DoubleTick](https://learn.doubletick.io/settings/what-is-an-sla-and-how-to-set-up-a-default-sla-on-doubletick.md): Learn how to set up and manage Service Level Agreements (SLAs) on DoubleTick. - [How to configure and use Multi - Channel-Level SLA with Escalations](https://learn.doubletick.io/settings/how-to-configure-and-use-multi-channel-level-sla-with-escalations.md): Learn how to configure channel-level SLAs and escalation rules in DoubleTick. - [Integrations](https://learn.doubletick.io/settings/integrations.md) - [Shopify Integration](https://learn.doubletick.io/settings/integrations/shopify-integration.md) - [Tally Prime Integration](https://learn.doubletick.io/settings/integrations/tally-prime-integration.md) - [DoubleTick + Zoho CRM Chrome Extension](https://learn.doubletick.io/settings/integrations/doubletick-+-zoho-crm-chrome-extension.md): The DoubleTick Chrome Extension lets you send WhatsApp messages to your leads directly from Zoho CRM — without switching tabs or opening a separate app. - [Zoho CRM + DoubleTick IFrame Integration](https://learn.doubletick.io/settings/integrations/zoho-crm-+-doubletick-iframe-integration.md) - [How to Integrate QuickSell with DoubleTick](https://learn.doubletick.io/settings/integrations/how-to-integrate-quicksell-with-doubletick.md) - [DoubleTick – Zoho CRM Integration](https://learn.doubletick.io/settings/integrations/doubletick-zoho-crm-integration.md) - [WooCommerce Integration With DoubleTick!](https://learn.doubletick.io/settings/integrations/woocommerce-integration-with-doubletick.md) - [How to set up working hours](https://learn.doubletick.io/settings/how-to-set-up-working-hours.md): Learn how to configure organization-wide and custom working hours in DoubleTick to manage team availability, automate chat routing, auto-set offline statuses, and set up custom away messages. - [How To Enable Browser Push Notification For DoubleTick Messages](https://learn.doubletick.io/settings/how-to-enable-browser-push-notification-for-doubletick-messages.md): To ensure you never miss an important message from your customers, it’s essential to enable notifications for DoubleTick on your browser. Follow this guide to activate notifications for Chrome, etc. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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, and the optional `goal` query parameter: ``` GET https://learn.doubletick.io/settings.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. 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.