Overview

Required plan

This feature or setting is available to all customers on any Recurly subscription plan.

Permissions

Access requirements vary by feature:

Insights – Requires Analytics permissions
Playbooks – Requires Analytics AND Configuration permissions
Search – Available to all users

Definition

An AI-powered extension of your team, helping you make faster, smarter decisions.

Smart, Personalized Insights

Stay ahead of the competition with proactive, tailored insights designed to optimize your subscription business.

Where should we focus? Get personalized insights that help you identify potential issues early and uncover new opportunities for growth.
How can we move faster? Recurly Playbooks guide you through simple, actionable steps to tackle business challenges efficiently.
Where are the growth opportunities? Tap into billions of data points from Recurly’s merchant network to optimize your subscription business with confidence.

Insights

Receive AI-driven, proactive prompts based on your subscription data.

🚀 9 Key Business Metrics:

Subscriber Activations
Acquisition Rate
Voluntary Churn
Recovered Revenue
Renewal Invoice Paid Rate
Involuntary Churn
Monthly Renewal Decline Rate
Monthly Signup Decline Rate
Monthly Dunning Recovery Rate Trends

These insights are generated by Google Gemini which ingests Looker data and returns a trend in natural language. Some insights are benchmarked against Recurly’s built-in performance data. Learn more about benchmarks.

Playbooks

Guided and self paced journeys designed to help you optimize your subscription strategy through clear, actionable steps.

Guided: Guided plays walk through the setup of features that can help boost your subscription business.

📧 Optimize Default Dunning Length: Running the dunning play will create an additional email to be sent before the final Expired for Non-Payment email extending the total dunning length to 27 days.
💳 Enable Account Updater: Running account updater play will enable Visa and Discover card brands to be eligible to receive updates. Mastercard and American Express must be enabled separately from the Payments Settings page.

Self-Paced: Self-Paced plays offer additional strategies to help you grow your business.

In order to successfully run the Accept PayPal Payments play and implement PayPal Complete, you must be in a location supported by PayPal, and that the email addressed used to connect to PayPal will be pulled from the Billing Contact Email in Recurly.

🎯 What Playbooks help you do:

Reduce involuntary churn
Drive subscriber acquisition
Combat voluntary churn

Global Search

Find exactly what you need, fast. The in-app Global Search feature puts key Recurly resources at your fingertips.

🔎 Search across:

Product Docs
Developer Docs
Customer Support Knowledge Base

Powered by Elastic Search for a seamless, indexed experience.

Legal

Recurly AI Data Insights, Recurly Data Explorer, and Recurly Assistant Document Search all share non-merchant identifiable information and additional inputs with respective third parties, such as Google Vertex AI, Google’s Gemini LLM, and Elastic Cloud. Insights and responses are generated based on the Google Vertex AI Language Model, Gemini LLM, and a retrieval-augmented generation (RAG) model, and may include inaccurate information. Therefore, all data insights and responses must be carefully reviewed, verified for accuracy, and checked for applicability.

FAQs

What permissions do I need to access Compass features?

Access requirements vary by feature:

Insights – Requires Analytics permissions
Playbooks – Requires Analytics AND Configuration permissions
Search – Available to all users

What AI models power Compass?

Compass is powered by Google Gemini AI for intelligent insights and recommendations.

How is my data secured with AI?

Merchant data is anonymized in accordance with Recurly’s Privacy Policy. AI models run on Google Vertex AI, Looker, and Elasticsearch, ensuring data security and compliance.

Is my data shared with competitors?

No, merchant and subscriber data is never shared with competitors.

Is my data used for AI training?

No, Recurly does not currently use merchant data for AI training.

What if I want to opt-out of Recurly Compass?

Contact [email protected] to opt-out.