Overview

Required plan

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

Prerequisites and limitations

All users must have permissions within a site that has the Compass Assistant Chat feature flag enabled.

Definition

Compass Assistant is a network of agents, sub agents and tools that can be reached through a unified chat interface within Recurly. Find exactly what you need, fast. The in-app conversational search feature puts key Recurly resources at your fingertips.

Get answers

To get started with Compass Assistant, click the sparkles on the bottom right of your Recurly site.

You can get started with example prompts for common use cases or ask something else. Ask follow-up questions to keep the conversation going and refine results. Provide feedback with a thumbs up or thumbs down.

Compass assistant can help you find your way to find the Recurly products you need or the information you need with record search and conversational navigation.

Search across:

• Product docs
• Knowledge base articles
• Developer docs
• Code snippets
• Records including: subscriptions, plans, accounts, transactions, invoices, gift cards, items, and users.

Take action

Compass Assistant now has agentic AI to steamline you Recurly experience by providing the resources and information you need to create or modify plans, add-ons, and items.

Code

Compass Assistant is ready to code and knows Recurly's APIs. Code examples, available code libraries, parameters, and more are provided by Compass Assistant to get code running.

Get support

Compass Assistant will also detect when you want to help from our Support team or you can always click Chat with Support.

FAQs

What AI models power Compass Assistant?

Compass Assistant is powered by Google Gemini. Learn more about Gemini Data Governance and Generative AI Governance.

How is my data secured with AI?

Merchant data used in conjunction with Recurly AI tools is stored in accordance with Recurly’s Privacy Policy. AI models run on Google Vertex AI, Looker, and Elasticsearch, to further enhance data security and compliance.

Is my data used for AI training?

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

Is my data shared with competitors?

Merchant- and subscriber-level data is never shared with competitors. Only aggregrated, non-identifiable insights may be used for analytical or benchmarking purposes.

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

Contact [email protected] to opt-out.