Client AI assistant
What's in the client AI assistant template
An AI assistant trained on your documents that resolves common client questions instantly and escalates to your team when needed.
- Answers from scoped sourcesEvery client gets an assistant that answers from three scoped sources: global knowledge, materials uploaded just for them, and their own existing Assembly data
- Knowledge you manageAdmins upload and manage both the global knowledge base and per-client materials, with labeling and archiving
- Every conversation reviewedInternal team reviews every client conversation, with source indicators, timestamps, and "unable to answer" responses surfaced for follow-up
Add your template,
customize it, and publish
Client AI assistant installing…3 of 4
Added to your workspace
Each client sees only their own
Fields and statuses set up
Ready to use as is
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a due date to each item and remind clients before it's due.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
BrandmagesHomeMessagesFilesProposalsContractsInvoicesClient AI assistant
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Start with the client AI assistant template
Start from this template for free and make it yours in minutes. No credit card required.