Definition

Key details

✦ Get answers

To open Compass Assistant, click the sparkles icon in the bottom right corner of your Recurly site. Start with an example prompt or ask your own question. Ask follow-up questions to refine results, and provide feedback with a thumbs up or thumbs down.

Compass Assistant helps you find what you need through conversational navigation and record search. Search coverage includes:

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

✦ Get data with the Data Agent

The Data Agent is an embedded AI agent within Compass Assistant that lets you generate async exports through natural language. Request an export, specify filters (version, time range, variations), and receive a download link — without navigating export forms or learning export schemas.

For an overview of available exports and how to use them, see the Export overview.

✦ Ask AI

Ask AI is an AI-powered assistant built into specific pages in Recurly. It answers questions about product functionality and helps you understand and act on information — without leaving your current workflow.

Access Ask AI

Example prompts:

• "How do I export my data?"
• "Where can I manage my account settings?"

✦ Take action

Compass Assistant's agentic AI lets you create or modify plans, add-ons, and items directly from the chat — no manual form navigation required.

✦ Code

Compass Assistant knows Recurly's APIs and is ready to help you write code. Ask for code examples, available client libraries, parameter references, and more — and get working code without leaving the app.

Get support

Compass Assistant detects when you need help from Recurly's Support team and can connect you directly. You can also click Chat with Support at any time.

Tips for best results

• Be specific. The more context you provide, the more accurate and useful the response.
• Iterate. If the first response isn't quite right, refine your question or ask a follow-up.
• Use natural language. No special commands — just ask as you would a colleague.

Manage conversations

New chat — Select New chat to start a fresh conversation with its own context.

Chat history — Open Chat history to view your previous conversations.

Select any conversation to reload it and continue the thread. Follow-up questions will use that conversation's context.

Results respect your existing permissions — you only see content you already have access to. Your chats are private and visible only to you.

FAQs