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A template is a working app, not a prompt. Installing one copies a finished app into your workspace, where you can use it immediately or hand it to the app builder to change. That makes it the fastest route when a template is close to what you need. Browse apps holds two different things, and it’s worth knowing which you’re looking at:
  • Templates — apps built by Assembly that you install and then modify like any app you built yourself.
  • Classic apps — Assembly’s built-in apps. You install them as-is; the app builder can’t change them.

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Where to find them

From the sidebar, click Add App.
  • Start from a template, under the prompt box, shows a set of templates picked for your workspace.
  • Browse all apps, further down the page, lists the full catalog of templates and Classic apps. Filter by category or search by name.
  • More ways to add → Embed existing content, at the bottom of the page, is a different path — it brings an outside tool into your client experience rather than installing an app. See Embeds and links.

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Prompt, template, or Classic app?

Three ways to add an app, and the right one depends on how close the existing options are to what you need. Some Example prompts overlap with a template, like the Time tracker prompt and the Billable time tracker template. The prompt builds a fresh app from your words; the template installs one that already works. Start from the template when it’s close, and from a prompt when you want something shaped to your process.

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Templates

Every template has its own page with what it does, how your team and clients use it, and how to change it with the app builder. See the full list, grouped by category, in Apps.

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Coming soon

  • Client Discussion Forum — A shared community where clients and your team discuss topics in threaded conversations you moderate.
  • Progress Tracker — Define color-coded stages and move each contact or company through them, with a progress view clients can check anytime.

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Classic apps

Classic apps are Assembly’s own built-in apps, listed under the Classic filter in Browse all apps. They’re configured in their own settings rather than rebuilt, and the app builder can’t change them. That’s the difference from a template. See Apps for the list.

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After you install a template

The app lands in your workspace as your app. From there it behaves like anything else the app builder made:
  • It starts hidden from clients until you make it visible. See Controlling app visibility.
  • You can change it in the build chat — rename fields, add a view, adjust the workflow. See Iterating on apps.
  • It uses your workspace’s branding, CRM, and contact list. There’s no separate data to set up.
Browse the catalog even when you plan to start from a prompt. Seeing how an existing template frames a workflow is a useful reference for describing your own.