Settings
The Settings section helps you manage your account, billing, notifications, and team setup. Each tab allows you to customize how Distance works for you.
Last updated
The Settings section helps you manage your account, billing, notifications, and team setup. Each tab allows you to customize how Distance works for you.
Last updated
Update your profile details, including your first name, last name, email, and phone number. Keeping this information up to date ensures smooth communication and account identification.
Go to Settings > Account to edit your details.
Change your password securely whenever needed. Enter your current password, set a new one, and confirm it before saving.
Go to Settings > Password to update your password.
Manage team access and roles. You can invite new members, adjust their permissions, and view who has access to your Distance workspace. The owner has full administrative control.
Go to Settings > Team to manage team members.
Review and manage your subscription. Here, you can view your current plan, monthly charges, and next billing date. You can also update your payment method and download past invoices.
Need more details? Check out our Pricing and Usage Guide for a breakdown of available plans.
Go to Settings > Billing to manage your subscription.
Monitor how many automated conversations you’ve used within the current billing cycle. If you’re close to your limit, consider upgrading your plan.
Go to Settings > Usage to track your conversation count.
Customize how and when you receive alerts. Choose between real-time, periodic, or no notifications. You can also manage email updates for progress reports, tips, and promotions.
Go to Settings > Notifications to set your preferences.
Manage Quick Replies and Folders to improve communication and organization.
Quick replies save time by allowing you to pre-write responses for common inquiries.
To set up Quick Replies:
Navigate to Settings > Inbox Settings > Quick Replies
Edit an existing template or create a new one
Save the response for use in customer communications
Quick replies improve response consistency across your team.
Folders help you organize conversations for better management and faster access. By categorizing your messages, you ensure your team stays organized and can efficiently track and resolve customer inquiries.
To create and manage folders:
Navigate to Settings > Inbox Settings > Folders
Click Create new folder
Name the folder and, optionally, add a description to specify its purpose (e.g., "Team Support" or "Urgent Issues")
Save the folder to start categorizing your conversations
Using folders makes locating specific conversations easier, prioritizing tasks, and improving overall team productivity. This feature ensures no messages slip through the cracks and lets your team focus on what matters most.
Organize and track tickets efficiently. Customize pipeline stages like To-do, In Progress, Done, and Archived to match your workflow. You can further customize your pipeline by adding a new stage.
Go to Settings > Ticket Pipeline to adjust your ticket workflow.
Set up call-handling options. Add a phone number, enable call forwarding, voicemail, and call recording. Ensure your SMS channel is active to enable phone features.
Go to Settings > Phone Settings to configure your phone setup.
Define when your team is available to respond to messages. Customize your availability per day to match your business hours.
Go to Settings > Online Hours to set your team's working hours.
For further assistance, visit Help & Support or contact our team.
