Client AI assistant

An AI assistant trained on your documents that resolves common client questions instantly and escalates to your team when needed.

Start from this template and describe what you want to change in plain English — Assembly adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

Key Features

• Every client gets an assistant that answers from three scoped sources: global knowledge, materials uploaded just for them, and their own existing Assembly data

• Admins upload and manage both the global knowledge base and per-client materials, with labeling and archiving

• Internal team reviews every client conversation, with source indicators, timestamps, and "unable to answer" responses surfaced for follow-up

What you can customize

• Branding, colors, and your own domain

• Fields, sections, and the steps clients see

• Automations, reminders, and notifications

• Access and permissions per client or team

Perfect for

Technology, Healthcare, Financial services, and Education firms running ai assistants workflows.