Commerce Safety: Refund and Credit Controls
Commerce Safety lets you decide how your AI assistant and agents handle refunds, store credit and adjustments across your connected stores.
What You Can Control
Open Commerce Safety from the main menu, or from the link at the top of any commerce integration page (Shopify, Magento, WooCommerce, BigCommerce, Square, NetSuite). You can set:
- Whether money actions are on or off.
- The approval mode: off, suggest only (an agent approves each one), automatic up to a limit with agent approval above it, or automatic within all limits.
- Limits per action, per order, per conversation, per day for the account and per day for each customer, plus a daily count and a wait time between actions for one customer.
- Which methods are allowed: original payment method, store credit or adjustment credit.
- Whether the customer must be verified, which reasons are accepted, and the currency.
Per-Store Overrides
By default every store uses your account settings, shown as "Using account default". Choose Change on a store to set its own values; any field you leave on the default keeps following your account setting. Choose Reset to default to remove the override. The order is: store override, then account setting, then Velaro default.
Platform Pause
If Velaro pauses money actions platform-wide, a banner appears on the page. Your settings stay saved and apply again when the pause ends.
Restoring Previous Settings
Choose Restore previous settings to return to the last saved version. Every change is recorded with who made it and when.
Asking Moshky
Ask Moshky to show your Commerce Safety settings, or to change them. Moshky previews the change first and only saves after you confirm. Saving needs the Moshky write access setting to be on for your account. You can also ask Moshky to restore the previous version.
CLI and MCP
The velaro CLI has velaro commerce-safety get, set and rollback. The MCP server offers commerce_safety_get, commerce_safety_set and commerce_safety_rollback. Set shows a preview first and saves only when you confirm.
Was this article helpful?