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 better organization and personalized homepages.
App Folders
Drag and drop apps and embeds into folders. Group reports into an 'Analytics' folder, or create a 'Helpful links' folder for external resources.
Homepage Variants
Create up to five different homepage variants and automatically show the right one to each client based on custom field tags.
Project management that actually fits how you work
Associate tasks with clients and automate recurring workflows with time-based triggers.
Tasks with Client Association
Associate 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.
Time-Based Automations
Set 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 client management
Stay connected with clients through a native desktop experience and contextual information at your fingertips.
Native Desktop App
Assembly 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.
Context Bar
We'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, you can pull up the Context Bar to see client details without navigating away.
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
We'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
Our accounting integrations are now fully out of beta. Map Assembly products directly to your existing items, sync invoice statuses, invoice numbers, and tax information.
QuickBooks
XeroFor developers
Build on Assembly's platform with a rebuilt foundation, secure sessions, and expanded API capabilities.
New Custom App Base
We'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.
Secure App Sessions
App session tokens now expire after 5 minutes instead of lasting indefinitely. A new @assembly-js/app-bridge package handles token refresh automatically.
Tasks API: Comments
The Tasks API now exposes comments and attachments. Fetch all comments on a task, access threaded replies, and pull attachment metadata.
Webhooks
New comment.created webhook to trigger workflows when clients respond. Build integrations that track client activity or sync task data.
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 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 after AI Edition
- Audit logs for compliance and security
- SSO for enterprise authentication
- Performance improvements for large teams