Definition

Key details

✦ Insights

AI-driven, proactive prompts based on your subscription data appear on the Welcome page each time you log in. Insights cover churn, revenue, growth rates, and more — with the ability to drill into the data behind each metric.

Insights are generated by Google Gemini, which ingests your data and surfaces trends in plain language. Some insights are benchmarked against Recurly's built-in performance data. Learn more about benchmarks.

Anomaly insights

In addition to trend insights, Compass identifies anomalies in your transactional data. An anomaly is flagged when data exceeds the 30-day rolling average by more than 200%.

The flag icon above identifies anomaly insights. Supported anomaly types include fraud transaction spikes, cancellations, trial cancellations, renewal declines, signup declines, account updater anomalies, expiration management spikes, intelligent retry pattern changes, and refund anomalies.

Anomalies can reflect positive and anticipated outcomes — such as a spike from a product launch or flash sale — or they may signal something worth investigating. The absence of anomaly insights means either no anomalous data was detected, or there isn't yet enough baseline data to identify patterns.

✦ Playbooks

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

Guided plays walk through the setup of features that can improve your subscription business:

• Optimize default dunning length — Adds an additional email before the final Expired for Non-Payment email, extending total dunning length to 27 days. This only modifies the default dunning campaign for your site.
• Enable Account Updater — Enables Visa and Discover card brands to receive automatic updates. Mastercard and American Express must be enabled separately from the Payments Settings page.

Self-paced plays offer additional strategies to grow your business:

• Accept PayPal Payments — To implement PayPal Complete, your location must be supported by PayPal. The email address used to connect to PayPal is pulled from the Billing Contact Email in Recurly.

Playbooks help you reduce involuntary churn, drive subscriber acquisition, and combat voluntary churn.

✦ Global Search

Find exactly what you need, fast. Global Search puts key Recurly resources at your fingertips from anywhere in the app — no navigation required.

Search covers Product Docs, Developer Docs, and the Customer Support Knowledge Base. Powered by Elasticsearch for a fast, indexed experience.

✦ Explore Assistant

Explore Assistant is a natural language interface for building charts and graphs directly from your site's data. Ask questions in plain English — for example, "Show me failed invoices each month for the past 12 months" or "Display transaction success rate by country" — and Explore generates the visualization for you.

You can refine your queries in real time, narrowing from a broad view to a detailed breakdown by credit card type or country. A built-in chat history (accessible via the hamburger menu) lets you revisit previous queries. Use the Settings icon in the upper right to save or download your dashboard.

Legal

Recurly AI Data Insights, Recurly Data Explorer, and Recurly Chat Assistant share non-merchant-identifiable information and additional inputs with third parties — including Google Vertex AI, Google's Gemini LLM, and Elastic Cloud. Insights and responses are generated using Google Vertex AI, Gemini LLM, and a retrieval-augmented generation (RAG) model, and may include inaccurate information. All data insights and responses must be carefully reviewed, verified for accuracy, and checked for applicability before acting on them.

FAQs