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Get Started with the Automation Optimization Portal

Aviya Ezra avatar
Written by Aviya Ezra
Updated this week

The Automation Optimization Portal is where you’ll fill out a few short sections that help Chargeflow personalize your dispute automation. Each section gives us valuable insights into how your business operates, in order for us to craft stronger, more credible responses that increase your dispute win rate.

To reach the portal, log in to your Chargeflow account, navigate to the "Disputes" page and select the Automation Optimization tab.

On the left pane, you will receive a Total Optimization Score that displays your current progress in completing the Automation Optimization setup. You can improve your score by completing each section with accurate business information.

Here’s a quick guide to the sections you’ll complete, why they matter, and what to expect:

1. Business Profile

This section helps us understand the core identity of your business. We use this information to build rebuttal letters that highlight your professionalism and credibility in the eyes of banks.

What You’ll Provide:

  • Your business name and website URL

  • A short business description

  • Your business logo (optional, but recommended)

  • Contact email and phone number

  • Your industry type and what kind of products/services you offer

  • Your payment models (e.g. subscriptions, single payments)

2. Business Policies

Your business policies are a powerful tool in dispute resolution. By including these in your responses, we can clearly show that your customers were informed of your terms. These will be integrated into your dispute evidence for added legitimacy.

What You’ll Provide:

  • Uploads or descriptions of your policies, such as:

    • Refund policy

    • Return policy

    • Shipping policy

    • Cancellation policy

3. Checkout Process

Banks want to see that your buyers knew what they were purchasing. This section helps us show the transparency and professionalism of your checkout flow.

What You’ll Provide:

  • Website elements visible before checkout:

    • Product details, pricing, shipping info, reviews, FAQs, T&Cs

  • Website elements visible after checkout:

    • Order confirmations, receipts, tracking info, refund/return confirmations

  • When and where customers agree to your Terms & Conditions

  • What kind of protection or guarantees you offer (e.g. refunds, warranties)

4. Verifications and Tools (optional)

As we're constantly working on adding new integrations to ramp up your disputes and improve your win rates, let us know which platforms you use so that we can notify you when they are available or improved.

What You’ll Provide:

  • Verification methods during different stages:

    • Sign-up

    • After the first purchase

    • After every purchase

  • Payment Processors

  • Sale Channels

  • Marketing, Customer Communications, and Subscription Platforms

  • User Activity Logs

  • Fraud Prevention

How Long Does This Take?

Each section only takes a few minutes to complete. The more complete your information, the stronger your dispute strategy becomes.

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