Announcements

We’ve released 50 product improvements this month to support you and your clients’ experience.

Since 2020, thousands of firms have used our platform to deliver a better client experience. Today we’re changing our name from Copilot to Assembly and rolling out our largest release yet — including our first step into AI Agents.

Learn more about Assembly Assistant, the AI colleague who helps professional service businesses provide better customer experiences.

Customizing your client experience is easier and more flexible now that you can assign “clients” to multiple “companies” and rename these terms to your business.

Summer just got more productive with an upgraded QuickBooks sync, automatic reminder emails, and other refreshing updates.

Bring the best of eCommerce to your professional firm. Create a custom storefront for your services.

With our 2025 Spring Edition, we introduce magic links, payments, a new Billing API, and more.

Introducing the Collaboration Edition – built to help you collaborate effortlessly with your team and clients. Internal Notes You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text formatting, including headings and more. Notes also come with full API, Zapier, and Make support. T