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Assembly 2.0

Assembly 2.0 introduces dynamic client portals, app folders, time-based automations, desktop app, and more for client experience management.

Introduction

Assembly 2.0 is a comprehensive client experience management platform that represents the biggest update in Assembly's history. This release focuses on enhancing client interactions through dynamic portals, improving internal organization with app folders, and introducing powerful automation capabilities.

Key Features:

  • Dynamic Client Portals: Show variant homepages based on client type with customizable banners, action items, and dynamic fields
  • App Folders: Organize applications into folders through drag-and-drop functionality for better workflow management
  • Time-Based Automations: Schedule automations that trigger reminders, update statuses, or reassign tasks based on due dates
  • Desktop Application: Native Mac desktop app (Windows coming soon) for notifications and accessibility
  • Client Context Integration: Access client details and internal notes across file channels, notifications, and messaging
  • Unified Payments Center: Consolidated billing with analytics showing outstanding payments, received payments, and upcoming transfers
  • Developer Tools: Rebuilt custom app base with modern app-bridge and enhanced Tasks API with comments and attachments

Target Users:

  • Marketing agencies, accounting firms, consulting businesses, startups, and freelancers
  • Teams needing organized client portals, task management, and payment processing
  • Developers building custom integrations with Assembly's platform

Unique Selling Points:

  • The most significant update in Assembly's history with comprehensive feature enhancements
  • Seamless integration of client context across all platform areas
  • Professional client portal experiences that adapt to different client segments
  • Robust automation capabilities with time-based triggers
  • Developer-friendly API and custom app foundation

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