Run Connect
The Connect dashboard - onboard merchants, route their disputes automatically, and report on recovery, in five steps.
You have a Connect account and you need to get merchants recovering. This section covers the Connect dashboard: what each area does and what you can do in it.
In one line: connect merchants, route their disputes automatically, Chargeflow wins the money back.
Connect runs as a dashboard that carries both your brand and Chargeflow's. Your merchants see your platform. The recovery engine runs underneath.
Five steps to running
Set up your platform
Pick your platform name, brand colour, logo, and industry. A live preview shows how your brand pairs with Chargeflow in the co-branded header. Branding can change at any time from Settings.
Connect a payment processor
From Integrations, connect a PSP. The smart connection flow detects the merchants on that account and imports them, so you are not adding them by hand.
Onboard your merchants
Invite them to the co-branded portal, or activate them instantly. A Magic Link is copyable per merchant if you want to send the invite through your own channel. See Merchants.
Let the engine work
Disputes flow in from connected processors and are scored, evidenced, and submitted automatically. Recovery performance builds up across Merchants and Disputes.
Optional: go API-first with EaaS
If you would rather load dispute data programmatically than connect a PSP, follow the eight-step Evidence-as-a-Service setup instead of step 2.
What Connect gives you
| Capability | Where |
|---|---|
| Onboard and manage merchants, track their recovery performance | Merchants |
| Every dispute across every merchant, with status and deadlines | Disputes |
| Connect processors so disputes route in automatically | Integrations |
| Generate evidence over the API with no PSP connection | Evidence-as-a-Service |
| Embed live dispute widgets in your own dashboard | Widgets |
| Design how disputes move through your platform | Workflows |
| API keys, HMAC, webhooks | Developers |
| Branding, team, roles and permissions | Settings |
Next step
Building against the API rather than the dashboard? Start at the Platforms quickstart.