Once you've integrated your payment processor and activated your billing, there are a few key settings we recommend completing to get the most out of Chargeflow's Automation service. These steps help us fight disputes more effectively on your behalf:
1. Automation Optimization
Go to: Dispute tab > Automation Optimization tab
This helps Chargeflow better understand your business so we can build stronger dispute responses tailored to you. We recommend completing this as soon as possible. Refer to this article for more information.
2. Shopify Collaborator Access (Shopify integrations only)
If you've connected Chargeflow to your Shopify store, our support team will send you a collaborator access request. You can find this request in any of the following places:
Email — Look for a message with the subject line: "Request for store access from Chargeflow, Inc."
Shopify Dashboard
Shopify Settings > Users & Permissions > Collaborators
If you haven't received a request, please reach out to our support team via our 24/7 Live Chat or via email at support@chargeflow.io.
3. Automation Control Settings
Go to: Dispute tab > Automation Now / Automation Center (top right of the Disputes page)
This setting controls when Chargeflow submits your chargeback responses.
Default setting: Responses are submitted 5 days after the dispute initiation date.
Our recommendation: Set it to the maximum — either 20 days after the initiation date or 5 days before the due date. This gives you more time to upload additional evidence and allows the latest shipment status to sync before Chargeflow submits the case.
You're also welcome to keep the default setting if you'd prefer. More information about this setting can be found in our What is Automation Control? article.
4. Third-Party Platforms, Apps, or Tools
If you use any customer messaging platforms or other tools where evidence can be gathered, head over to our Integrations page to connect them to Chargeflow so that evidence is uploaded automatically. This saves you time and can significantly improve your chances of winning disputes.
If your platform isn't listed, contact us via Live Chat or email us at support@chargeflow.io and let us know which tools you're using — we'll be happy to help.