Compass Assistant - RevRec
Use Compass Assistant to search RevRec help, ask questions, and complete tasks in Recurly—faster.
Overview
Compass Assistant is an in-app network of AI agents and tools you can access through a single chat experience in Recurly. Use it as your on-demand co-pilot to navigate Revenue Recognition (RevRec) tasks, search helpful resources, and take action using natural language.
Required plan
This feature or setting is available to all customers on any Recurly subscription plan.
Definition
Compass Assistant is a unified chat interface in Recurly that helps you find answers, stay oriented in RevRec workflows, and move faster by letting you ask questions the way you’d ask a teammate.
Key benefits
- Find answers faster: Search across docs, knowledge base content, and API snippets from one place
- Stay in flow: Ask follow-up questions without restarting your search
- Keep work organised: Maintain multiple conversation threads for different tasks, audits, or investigations
Key details
Get started
To open Compass Assistant, select the sparkles icon in the bottom-right corner of your Recurly dashboard.
Interaction basics
| What you can do | How it works |
|---|---|
| Ask follow-up questions | Keep the conversation going to refine results without repeating your full question |
| Use feedback controls | Select the thumbs up or thumbs down icons to help improve accuracy over time |
Conversational search and knowledge sources
Compass Assistant is optimised to help you find RevRec answers quickly by searching multiple sources at once:
- Product documentation (feature overviews and setup guides)
- Knowledge base articles (troubleshooting and best practices)
- API snippets (functional examples for API calls)
Manage your conversations
Use conversation threads to keep different workstreams separate, so you can switch between tasks without losing context.
| Task | What to do | What to expect |
|---|---|---|
| Start a new chat | Select New chat | Clears the current context so you can switch topics cleanly |
| View chat history | Open Chat history | See a chronological list of past conversations for easy reference |
| Resume a thread | Select a previous conversation | Reloads that thread’s context so you can continue where you left off |
FAQs
Q: Does Compass Assistant remember what I said earlier? A: It remembers the context within the conversation thread you’re in. If you start a new chat, the assistant won’t use the previous thread’s context.
Q: How can I help improve results? A: Use the thumbs up or thumbs down icons after a response. Your feedback helps refine accuracy and relevance.
Updated 3 days ago