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.
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Dashboard Overview
Your daily command center for reviewing scored returns and refunds.
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Backfill Progress
The historical-data scoring pass that runs on install. Stages, troubleshooting, and what happens next.
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Insights Welcome
The one-shot post-backfill report. Patterns, KPIs, and what to act on first.
Monitor
Daily-driver surfaces for orders, refunds, and customers.
Analyze
Insights, chargebacks, and ROI reporting.
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Insights Hub
The analyst surface — products, reasons, refund methods, cohorts, and networks.
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Cross-Dimensional Analytics
Flexible drill-down across any two dimensions of your return data.
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Chargebacks
Every dispute, with RefundSentry's prediction accuracy overlaid.
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ROI Report
Dollar-impact summary of what RefundSentry has saved you.
Act
Automation, queues, blocklists, and watchlists.
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Automation
Customer tagging, order holds, Shopify Flow templates, auto-watch, and custom workflow rules.
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Review Queue
Focused one-at-a-time workflow for clearing risky events.
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Held Orders
The queue of paused fulfilments. Release, deny, or escalate.
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Watchlist
Customers RefundSentry is actively monitoring.
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Blocklist
Permanent do-not-fulfill list. Forces HIGH score on every event.
Tools
Policy simulator and threshold experiments.
Account & Settings
Settings, billing, share tokens, and integrations.
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Settings
Configure thresholds, notifications, integrations, experiments, and advanced options.
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Plan & Billing
Your plan, usage, and how billing is managed via Shopify.
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Share Tokens
Read-only access for finance teams, contractors, and the board.
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Risk Panel Push
Opt-in integration 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.
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Risk Distribution
How your returns split across LOW / MEDIUM / HIGH risk zones.
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Return Reason Clusters
How free-text return reasons are grouped into actionable categories.
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Reason × Product Heatmap
Cross-reference return reasons with product types to find systematic issues.
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Product Risk Map
Map products against their average risk scores to prioritise interventions.
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Returns by Product Type
Rank product types by return volume to guide inventory and merchandising decisions.
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Returns by Category
Department-level return volume to find which areas need the most attention.
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Financial Impact
Track the monetary cost of returns over time and measure the ROI of your policies.
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Period Comparison
Compare return metrics between any two time periods to measure improvement.
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Refund Methods
See which refund methods customers prefer and where exchanges out-perform refunds.
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Sizing-Related Returns
Identify SKUs and categories with high sizing-driven return rates.