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Account & Settings

Settings

Configure thresholds, notifications, integrations, experiments, and advanced options.

Settings is where you tune RefundSentry to match your store’s policies and tolerance. Five sections cover everything — pick one from the section nav at the top of the page.

1. Scoring & Thresholds

  • Return window— How many days after delivery a return is still in policy. Defaults to 30 days. Every velocity signal in the engine reads from this, so it must match your real policy.
  • Risk thresholds— The LOW / MEDIUM / HIGH zone boundaries. Defaults are 30 / 65. Threshold tuning guide · Test changes safely with the Simulator.
  • Refund policy overrides— Per-product-tag or per-collection policy exceptions (e.g. final-sale categories with a stricter window).

2. Notifications

  • Slack OAuth— Connect Slack via one-click OAuth. A legacy webhook URL is still supported but new installations should use OAuth.
  • Channels— Which Slack channels or email addresses receive which event types.
  • Rules— Per-event-type rules (only HIGH scores, only chargebacks, daily digest vs. immediate, etc.).
  • Recent notifications— Audit log of every notification sent in the last 14 days, with delivery status.

3. Integrations

  • Return integration mode— Tell us whether you use Shopify-native returns, a third-party app (Loop / Returnly / AfterShip), or manual refunds with no return workflow. Tailors the in-app copy to match your reality. RefundSentry scores refunds either way; this is a UI hint, not a behaviour change.
  • Integration health— Webhook delivery status, last successful score, last error. The page to check when something feels off.
  • Risk panel push— Writes risk notes into Shopify’s native order risk panel on every zone change. On by default; toggle off to keep RefundSentry consultative. Risk Panel Push guide.

4. Experiments

The history table of every threshold experimentyou’ve run, with the outcome (applied / discarded) and the deltas. Click any row to see the full report.

5. Advanced

  • Auto-outcome inference— The toggle that lets RefundSentry auto-label old refunds as legit when they survive a chargeback window. Turns on the outcome feedback loop for the learning system.
  • Demo mode— Disable or re-enable the synthetic-data preview. Useful if you want to see the empty state before your first real refund lands.
  • Industry benchmarks— Opt in to share anonymised aggregate KPIs and get peer comparisons on the Insights page. Opt-out removes your contribution immediately.
  • Blocklist — Block customers permanently. Bulk CSV add is here.
  • Enhanced order access— Grant the extra Shopify scope that extends the backfill window from 60 days to 12 months and unlocks per-line-item analysis.
  • Share tokens — Read-only access for non-staff.
  • Backfill — Re-run or extend the historical scoring pass.
  • Data export— One-click export of every return, score, and customer profile. Returns a JSON archive within a few minutes.
  • Danger zone— Reset all RefundSentry data for your shop. Requires typing a confirmation token. There’s no undo — only use this when you really mean it.

About signal weights

Per-signal weight tuning was retired in favour of an automatic per-merchant calibration system. Every signal now uses a data-driven reliability multiplier learned from your shop’s outcomes, plus per-merchant baseline percentiles for thresholds that used to be globally hardcoded. You don’t need to (and can’t) hand-tune weights anymore — the engine adapts to your data over the first few weeks.

About customer data

RefundSentry stores hashed identifiers (email and phone, sha256, no raw PII) for cross-shop velocity signals. No raw names, emails, phones, or addresses live in our general-purpose tables. Customer profiles in the UI live-fetch display data from Shopify on demand. A standard customers/redact webhook wipes everything we hold for a given customer within 30 days.

Next steps