Overview: Recurly Compass
Recurly Compass is an AI-powered suite of tools — including proactive Insights, guided Playbooks, Global Search, and Explore Assistant — that help you make faster, smarter decisions about your subscription business.
Permissions
Access requirements vary by Compass feature:
- Insights — Requires Analytics permissions
- Search — Available to all users
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.
✦ 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.


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
What permissions do I need to access Compass features?
Access requirements vary by feature:
- Insights — Requires Analytics permissions
- Search — Available to all users
What AI models power Compass?
Compass is powered by Google Gemini AI for insights and recommendations. Learn more about Gemini Data Governance and Generative AI Governance.
How is my data secured when used with AI?
Merchant data is anonymized in accordance with Recurly's Privacy Policy. AI models run on Google Vertex AI and Elasticsearch, ensuring data security and compliance.
Is my data shared with competitors?
No. Merchant and subscriber data is never shared with competitors.
Is my data used to train AI models?
No. Recurly does not currently use merchant data for AI training.
How do I opt out of Recurly Compass?
Contact [email protected] to opt out.
Updated 15 days ago