Assembly 2.0
The biggest update in Assembly history
This release touches nearly every part of the platform — how clients experience your portal, how you manage tasks and billing, how your team stays in context, and how developers build on top of Assembly.
Create remarkable experiences for clients
Reimagined client portal with AI-powered customization, better organization, and personalized homepages.
AI-Powered Portal Customization
Brand new to Assembly? AI-powered client portal software now speeds up your brand customization of your portal login page.
App Folders
NewDrag and drop apps and embeds into folders. Group reports into an 'Analytics' folder, or create a 'Helpful links' folder for external resources. Unpin apps from your internal dashboard without affecting the client view.
Homepage Variants
NewCreate up to five different homepage variants and automatically show the right one to each client based on custom field tags. Perfect for tiered service models or serving different client types.
Plus: The Home App has been completely refreshed with updated banners, a curated image gallery, improved responsive loading, and a cleaner greeting + action items layout.
Project management that actually fits how you work
Associate tasks with clients and automate recurring workflows with time-based triggers.
Tasks with Client Association
NewAssociate a task with a client or company without making it visible to them. Create a task, link it to a client, and it shows up on that client's profile — but only your team sees it. When ready, optionally share it with the client by turning on client access.
Time-Based Automations
NewSet up tasks that reoccur monthly, quarterly, or on a custom schedule. Send recurring messages, trigger forms at regular intervals, or create quarterly check-in tasks for every active client. Target internal users, all clients, or all companies.
For client management
Stay connected with clients through a native desktop experience and contextual information at your fingertips.
Native Desktop App
NewAssembly now has a desktop app for Mac and Windows with real desktop notifications. No more browser tab hunting or missing client messages because Chrome was buried. Get notified the moment something needs your attention.
Context Bar
NewWe've renamed and redesigned the right sidebar on CRM pages—and brought it to more surfaces. Now when you're in Messages, Files, Notifications, or other apps looking at client-specific content, you can pull up the Context Bar to see client details, edit custom fields, add internal notes, or chat with your team—without navigating away.
The goal: show you the right context at the moment you need it, so you're not constantly clicking back to the CRM.
Payments, consolidated
Our payments features have grown into a full suite — invoices, subscriptions, payment links, and storefronts. Assembly 2.0 brings them all together.
One Payments Home
NewWe've consolidated all billing surfaces into a single page with tabs: Overview, Invoices, Subscriptions, Payment Links, Stores, and Services. The new Overview tab shows first-time users a clear path to their first payment, while active users see their balance, upcoming payouts, and payment activity at a glance.
QuickBooks and Xero Integrations
NewOur accounting integrations are now fully out of beta. Map Assembly products directly to your existing items, sync invoice statuses, invoice numbers, and tax information, and track absorbed fees to an automatically created Assembly Processing Fees expense account. It's a one-way sync from Assembly to your accounting system—your books stay clean, and you stay out of data entry.
For developers
Build on Assembly's platform with a rebuilt foundation, secure sessions, and expanded API capabilities.
New Custom App Base
NewWe've rebuilt the foundation for Custom Apps from the ground up. The new base includes live examples for server-side rendering, client-side API requests, and AppBridge configuration—breadcrumbs, action menus, header controls—all with real feedback so you can see exactly how things work.
There's also a preview of our design system pointing to the latest Storybook. If you're building on Assembly, this is your new starting point.
Secure App Sessions
NewApp session tokens now expire after 5 minutes instead of lasting indefinitely. A new @assembly-js/app-bridge package handles token refresh automatically in the background.
Tasks API: Comments
NewThe Tasks API now exposes comments and attachments. Fetch all comments on a task, access threaded replies via parentCommentId, and pull attachment metadata.
Webhooks
NewThere's a new comment.created webhook so you can trigger workflows when clients respond. Build integrations that track client activity or sync task data externally.
And so much more
A few more favorites from this release.
Formatting Bar
Use the new formatting bar in the Messages App and elsewhere to better structure text.
Icon Picker
Use our new icon picker to select from over 100 new icons.
More Coming Soon
Stay tuned for additional features and improvements.
What's next
Assembly 2.0 is live — but we're just getting started. Two more major releases are shipping in the next eight weeks.
AI Edition
Coming SoonComing first
- ChatGPT App to ask questions about your clients from anywhere
- MCP server for AI-native workflows
- Deeper Ask Assembly experience inside the platform
Scale Ready Edition
Coming SoonComing after AI Edition
- Audit logs for compliance and security
- SSO for enterprise authentication
- Performance improvements for large teams
Try Assembly 2.0 Today
Preview a fully branded client portal with your company's look and feel before you even sign up. Want early access to upcoming editions or want to shape what we build? Let us know.
Thanks for building your business on Assembly.