---
updatedAt: 2026-07-01T16:55:23.000Z
agentTools:
  siteIndex: https://docs.recurly.com/llms.txt
  projectIndex: https://docs.recurly.com/recurly-revrec/llms.txt
---

# Compass Assistant — RevRec

Compass Assistant is an in-app AI chat experience in Recurly that helps you navigate RevRec tasks, search docs and knowledge base content, and take action using natural language.

<div class="rp-page">
  <div class="rp-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.</div>
  <div class="rp-plan"><i class="fa-solid fa-key" aria-hidden="true"></i> Available on all Recurly plans</div>
  <div class="rp-toc">
    <a class="rp-toc-pill" href="#definition"><span class="rp-toc-num">1</span>Definition</a>
    <a class="rp-toc-pill" href="#key-benefits"><span class="rp-toc-num">2</span>Key benefits</a>
    <a class="rp-toc-pill" href="#key-details"><span class="rp-toc-num">3</span>Key details</a>
    <a class="rp-toc-pill" href="#faq"><span class="rp-toc-num">4</span>FAQ</a>
  </div>
</div>

# Definition

<div class="rp-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.</div>

# Key benefits

<div class="rp-benefits">
  <div class="rp-benefit">
    <div class="rp-benefit-icon">✦</div>
    <strong>Find answers faster</strong>
    <span>Search across docs, knowledge base content, and API snippets from one place.</span>
  </div>
  <div class="rp-benefit">
    <div class="rp-benefit-icon">✦</div>
    <strong>Stay in flow</strong>
    <span>Ask follow-up questions without restarting your search.</span>
  </div>
  <div class="rp-benefit">
    <div class="rp-benefit-icon">✦</div>
    <strong>Keep work organised</strong>
    <span>Maintain multiple conversation threads for different tasks, audits, or investigations.</span>
  </div>
</div>

# Key details

## Get started

To open Compass Assistant, select the sparkles icon in the bottom-right corner of your Recurly dashboard.

## Interaction basics

<table class="rp-params">
  <tr class="rp-thead-row"><td>What you can do</td><td>How it works</td></tr>
  <tr><td>Ask follow-up questions</td><td>Keep the conversation going to refine results without repeating your full question.</td></tr>
  <tr><td>Use feedback controls</td><td>Select the thumbs up or thumbs down icons to help improve accuracy over time.</td></tr>
</table>

## Conversational search and knowledge sources

Compass Assistant is optimised to help you find RevRec answers quickly by searching multiple sources at once:

<ul class="rp-list">
  <li><strong>Product documentation:</strong> Feature overviews and setup guides.</li>
  <li><strong>Knowledge base articles:</strong> Troubleshooting and best practices.</li>
  <li><strong>API snippets:</strong> Functional examples for API calls.</li>
</ul>

## Manage your conversations

Use conversation threads to keep different workstreams separate, so you can switch between tasks without losing context.

<table class="rp-params">
  <tr class="rp-thead-row"><td>Task</td><td>What to do</td><td>What to expect</td></tr>
  <tr><td>Start a new chat</td><td>Select <strong>New chat</strong></td><td>Clears the current context so you can switch topics cleanly.</td></tr>
  <tr><td>View chat history</td><td>Open <strong>Chat history</strong></td><td>See a chronological list of past conversations for easy reference.</td></tr>
  <tr><td>Resume a thread</td><td>Select a previous conversation</td><td>Reloads that thread's context so you can continue where you left off.</td></tr>
</table>

# FAQ

<Accordion title="Does Compass Assistant remember what I said earlier?">
  It remembers the context within the conversation thread you're in. If you start a new chat, the assistant won't carry over the previous thread's context.
</Accordion>

<Accordion title="How can I help improve results?">
  Use the thumbs up or thumbs down icons after a response. Your feedback helps refine accuracy and relevance over time.
</Accordion>

<br />

# Sibling pages

* [Overview: RevRec](https://docs.recurly.com/recurly-revrec/docs/recurly-revenue-recognition.md)
* [RevRec FAQs](https://docs.recurly.com/recurly-revrec/docs/revrec-faqs.md)