RefundSentry
Documentation
Everything you need to get the most out of RefundSentry. Start with the dashboard tour, then drill into the surfaces and concepts as you need them.
Getting Started
First-week experience: install, backfill, and the welcome report.
Monitor
Daily-driver surfaces for orders, refunds, and customers.
Analyze
Insights, chargebacks, and evidence-backed value reporting.
Insights Hub
The analyst surface — products, reasons, refund methods, cohorts, and networks.
Cross-Dimensional Analytics
Flexible drill-down across any two dimensions of your return data.
Chargebacks
Every dispute, with RefundSentry's prediction accuracy overlaid.
Value Statement
Verified recovery and observed avoided exposure, shown separately with source evidence.
Act
Automation, queues, blocklists, and watchlists.
Automation
Customer tagging, order holds, Shopify Flow templates, auto-watch, and custom workflow rules.
Review Queue
Focused one-at-a-time workflow for clearing risky events.
Held Orders
The queue of paused fulfilments. Release, deny, or escalate.
Watchlist
Customers RefundSentry is actively monitoring.
Blocklist
Permanent do-not-fulfill list. Forces HIGH score on every event.
Tools
The policy simulator.
Account & Settings
Settings, billing, share tokens, and integrations.
Settings
Configure thresholds, notifications, integrations, experiments, and advanced options.
Connect RefundSentry to Gorgias
Install, repair, and remove the read-only RefundSentry ticket widget in Gorgias.
Plan & Billing
Your plan, usage, and how billing is managed via Shopify.
Share Tokens
Read-only access for finance teams, contractors, and the board.
Risk Panel Push
Integration, on by default, that writes RefundSentry scores into Shopify's native risk panel.
Core Concepts
How RefundSentry scores returns and tunes itself.
Analytics Reference
Every chart, metric, and report explained.
Risk Distribution
How your returns split across LOW / MEDIUM / HIGH risk zones.
Return Reason Clusters
How free-text return reasons are grouped into actionable categories.
Reason × Product Heatmap
Cross-reference return reasons with product types to find systematic issues.
Product Risk Map
Map products against their average risk scores to prioritise interventions.
Returns by Product Type
Rank product types by return volume to guide inventory and merchandising decisions.
Returns by Category
Department-level return volume to find which areas need the most attention.
Financial Impact
Track refunded value and refund rates without treating risk exposure as money saved.
Period Comparison
Compare return metrics between any two time periods to measure improvement.
Refund Methods
See which refund methods customers prefer and where exchanges out-perform refunds.
Sizing-Related Returns
Identify SKUs and categories with high sizing-driven return rates.