Updates

Fall 2025 Edition

We’ve focused this month on making many smaller key improvements to our product to both enhance your clients’ experience and make your life easier. Read all the improvements we made on our blog.

Folder locking in the Files App

Previously, you could globally configure the Files App to control whether clients can add files, delete files, or update folder structures. But what if you don’t want to set this globally? Now, you can lock a specific folder — only the contents within that folder are locked for clients. You can also selectively unlock subfolders within locked folders when you want clients to be able to add files to those folders.

Company custom fields

Earlier this month we announced company custom fields, which work the same way as client custom fields. You can add the following types of custom fields to companies: phone number, email, URL, text, number, address, and tags. With this update, we’re also adding API, Zapier, and Make support for company custom fields, with full in-built automation support coming by the end of the year.

Client visibility in the Tasks App

Previously, you could assign tasks to an internal user, client, or company. The assignee determined who was responsible for the task. But what if a task needs to be completed by your teammate, but you want to give your clients visibility into progress? You can now do exactly that. When you create a task and assign it to an internal user, you can optionally add a client or company as a viewer to follow along with progress.

And 47 more quality improvements

Small fixes compound over time. The result is a faster, more reliable product for everyone. Read all the improvements we made on our blog.

General improvements

• Improved email deliverability for all workspaces.
• Significantly improved the performance of loading the left sidebar in the Assembly Dashboard when there are large numbers of clients.
• Workspace owners now have more control over client email notifications. On the Settings > Client Notifications page, we added a toggle for client email notifications. When turned off, clients will not receive any emails — useful if you’re setting up a new workspace or using our API for custom email notifications.
• If an internal user or client loses internet connectivity, we now show a “Browser offline” dialog explaining why certain workflows may be failing.
• Across the app, we ensured that the correct sidebar item remains selected, even after deep navigation into an app (e.g. showing the Files App as selected when previewing a file).
• When custom domains have issues, we now automatically fall back to a myassembly.com domain so the client experience remains uninterrupted.
• Improved portal sign-up and login pages — both now include a title that makes it clear which one you’re on.
• Improved image loading speeds across the platform.
• Improved the Recently Visited section on the home page, which is now more accurate.
• Improved deep-linking for email notifications — certain notifications that previously linked to the root Assembly Dashboard or portal now point directly to their destination.
• Improved the experience for clients navigating to restricted URLs (for example, an app where app visibility rules prevent access). Instead of a blank page, we now show an informative error page.
• Improved mobile UI in Automations, the Contracts App, and the Billing App.
• Improved various error states to make them clearer, including in authentication, invoicing, and subscriptions.
• Improved our cancellation flow — canceling your Assembly plan now also cancels any recurring subscription you have set up.
• Updated our color palette for various success and error pages.
• Improved fallback logic for workspace icons. If we can’t automatically find an icon and none is uploaded, we now show a stylized letter as the company icon.
• Cleaned up the UI of various settings pages.

CRM

• You can now add clients directly from the company details page.
• The client/company details pages now show a dynamic number of app tabs. Depending on space, we show as many as possible, with the rest in a dropdown.
• The right sidebar on client and company details pages is now resizable. When resized, your width preference is saved moving forward.
• Improved the performance of the address finder.
• Updated the color and styling of tags.
• You can now cancel requests while the AI Assistant is processing (“thinking”).
• Improved the performance of updating custom field values.
• Added ellipses for long values that were previously cut off.
• Fixed a bug where the client details page showed a company section even if companies were disabled.

Notification Center

• Redesigned the sidebar to better make use of space.
• You can now complete and comment on tasks from the Notifications center instead of clicking into Task App.

Authentication & Admin

• Internal users and clients who have connected Google accounts can now disconnect Google and set a password on their own.
• Images on login and signup pages now load dramatically faster.
• Fixed a bug that sometimes prevented new internal user account configuration when MFA was enforced across all accounts.
• Fixed a bug that prevented staff internal users from updating the profile pictures of other staff users.
• Fixed a bug that allowed creation of companies with contacts who had a name but no email, leading to bad data.
• Fixed a bug that caused an infinite load on the client direct sign-up page when direct sign-up was disabled. We now redirect users to the login page in this case.

Billing App

• Invoice memos now support line breaks.
• Clients who connected a bank using the ACH Debit option previously received an email mentioning Assembly. This email is now white-labeled and only mentions your business name.
• Voided invoices and canceled subscriptions are now hidden in the client experience.
• Fixed a bug where the recipient was hidden when opening a draft invoice.
• Fixed a bug that sometimes prevented updating the number of cycles for a time-bound subscription.
• Removed unnecessary scrollbars from invoices, subscriptions, and payment link pages.
• Improved the UI for adding new one-off line items and reusable prices/products.

Files App

• Added an upload progress indicator that now works for more file types.
• Fixed a bug related to uploading empty folders.

Contracts App

• Improved the performance of loading the Contracts App when there are many requests or submissions.
• Fixed a bug that prevented one-off eSignature requests for some PDFs that used address custom fields.

Messages App

• Fixed a rare bug that prevented message channels from being created for new clients.
• Fixed a very rare bug (five workspaces impacted) that resulted in multiple individual message channels being created for the same client.

Helpdesk App

• Internal users can now upload ZIP files inside articles.

Copilot is now Assembly

Today we rebranded from Copilot to Assembly. You can read about the reason for the name change on our launch blogpost. You will start seeing our branding change across various surfaces. Our name has changed, but our mission hasn’t: helping you deliver customer experiences that stand out for your brand.

Things that have changed

The dashboard for you and your internal team is now on dashboard.assembly.com instead of dashboard.copilot.app. If you go to the old URL, you will be redirected, and you may have to log in again.

Things that have not changed

Your client’s experience remains the same. If you have a custom domain for your portal, it works just like before. If you don’t, and your portal is on a <name>.copilot.app URL, that remains the same as well. In all scenarios, the client experience remains unchanged and your clients don’t have to log in again.

New features on Assembly

Internal Chat

On client/company details pages, you can now communicate and collaborate with your internal team. As part of this update, you’ll notice that the client/company details pages have been completely redesigned.

Assembly Assistant

We’re rolling out an early beta of our AI Assistant, and it’s available for free on all plans. You can tag the assistant on the ‘Internal Chat’ tab on client and company details pages. Learn more about Assembly Assistant here.

Company custom fields

You can now create custom fields for companies in the same way that you previously could for clients.

Multi-company clients for Professional+ plans

In your Dashboard’s CRM, you and other internal users can now assign up to 30 companies to a single client. (Make sure you have companies enabled in your settings.) When you assign forms, contracts, and invoices, you now select which specific client/company combination will receive the request in their portal.

Adding multiple companies to clients is available to Professional, Advanced, and Enterprise plans.

Check out our interactive walkthrough to learn more.

Client experience: Easily switch between multiple companies

Few things are more frustrating than asking a client to manage multiple logins to different services. Now, your clients who are part of multiple entities or companies get one login — and can seamlessly access all the companies they’re associated with.

They now see a new primary sidebar that lets them switch between companies, with notifications specific to their company.

Rename “clients” & “companies”

We serve a diverse range of industries and strive to build a solution that is the most customizable and flexible to your business. We’ve now created a setting that lets you rename the terms “client” and “company” in the Terminology section of your settings.

These changes will be reflected throughout your internal user experience and some smaller areas of your client’s experience. Check out this interactive demo to see how it works.

Thank You

This update represented a major shift in how we organize the client vs. company experience. We appreciate everyone’s patience, excitement, and feedback during our months of refinement and testing!

Read the full details on our blog.

New & Improved QuickBooks Integration

We’ve rebuilt the QuickBooks integration from the ground up. It’s still one-way (Assembly → QuickBooks), but now lets you map and automatically sync products, invoices, and clients from Assembly to Quickbooks.

If you are new to QuickBooks Online and want to try it out, click here to get 30% off for your first 6 months.

Here’s what’s new:

• Map Assembly products directly to existing QuickBooks items. Don’t have a matching item in QuickBooks? We’ll auto-create one for you.
• Sync invoice statuses (paid, voided, deleted) directly with QuickBooks, with invoice numbers attached.
• Tax information is now synced with QuickBooks.
• Ability to download a CSV audit log of the sync history.
• Ability to use company names when syncing invoices billed to companies.
• Ability to sync absorbed fees to an automatically created Assembly Processing Fees expense account in QuickBooks.

Still using the old QuickBooks App? Follow our migration guide to upgrade your experience.

Improved Client Billing Experience

Your clients now have a redesigned Billing page that brings together everything related to payments. They can easily add and manage payment methods, view active subscriptions, and see and pay invoices — all in one place.

Automated Reminder Emails

We’ve rolled out automated reminder emails across the platform to save you time and reduce manual chasing. Here’s what’s live now:

• Form requests: Reminders at 3 and 7 days after a form is assigned
• Contract requests: Reminders at 3 and 7 days after a contract is requested
• Invoices & subscriptions (except with auto-charge): Reminder 3 days before due date, on due date, and follow-ups 3 and 7 days after

Tasks App Performance Improvements

We’ve seen rapid adoption of the Tasks App, especially among larger businesses. We’ve now shipped major performance improvements — you’ll notice dramatically faster load times when opening the app and navigating around it. For example, loading a workspace with 100 clients and 10,000 tasks now takes 0.25s, down from 3.9s.

Smart File Links

In the Files App, you can now copy a link to a folder that takes your clients directly to the destination. We’ve made sure it works seamlessly:

• If magic links are enabled in your workspace and you're copying a link from an individual Files Channel, the folder opens directly — no manual authentication needed.
• If the folder is ever moved within the Files Channel, the link still works. So don’t worry about reorganizing your folder structures.

Other Improvements

• On the Customizations page, you can now hide your portal on search engines.
• Improved the design and layout of Assembly Stores in different conditions (i.e. different numbers of subscriptions plans and one-off items).

Read our full update on our blog.

Shopify-style stores for your services

We’re excited to announce Assembly Store — now you can create a Shopify-like storefront with recurring subscription plans and one-off services, making it easy for new leads and existing clients to pay.

Take advantage of the best aspects of eCommerce platforms — easy checkout options, upfront payments, online storefronts — and put them to work for your service business.

Deliver experiences that delight your clients

Assembly Store was specifically designed for professional service firms where the client experience doesn’t stop at the checkout page. Post-purchase, clients are taken to your client portal so they can immediately start working with you.

Fully automated onboarding

With our in-product automation builder, you can set up workflows to make the client onboarding journey easy for everyone. For example, you can set up a workflow where clients that just made their first store purchase are prompted to fill out a new client onboarding form.

Set up your Assembly Store

To start creating a store, make sure you:

1) Connect your preferred payout method to get paid.
2) Have the Billing App enabled so you can use the Store tab.
3) Start creating your reusable products — both one-time purchases and recurring plans.

After you create your products, you can use them in your custom storefront. Check out this interactive walkthrough to follow along.

Start productizing your services today

Thousands of tech-savvy businesses are growing by productizing their services — turning custom work into clear packages with transparent pricing. Store makes it easy for you to join them.

Read the full details on our blog.

Subtasks in the Tasks App

The Tasks App now supports sub-tasks, making it easier to break down complex work and projects into manageable pieces.

Tasks API, Zapier, and Make support

Tasks are a critical part of most automation workflows. You can now leverage task webhooks and endpoints via our API, Zapier, and Make. Specifically, we’ve added:

• Task resource with endpoints for Retrieve, List, Create, Update, and Delete
• Task Templates resource with endpoints for Retrieve and List.
• Webhooks: task.created , task.updated , task.completed , task.deleted , task.archived

For full reference, check out our API docs.

Improvements & Updates

• In the Messages App, the selected channel filter now behaves more intuitively on mobile.
• Improved navigation from email notifications in the Files App — clicking “See file” now takes users directly to the Files App.
• Improved the resolution of Progressive Web App (PWA) icons.
• Improved performance of the “Find a Company” action in Zapier.
• Improved the portal preview on the Customization page — previously it wasn’t visible on small screen sizes.
• If the Billing App is disabled, we now hide all billing-related actions. Specifically, “Add a payment method” is removed from the command bar, and active subscriptions are hidden from the client/company details sidebar.
• Refreshed the design of many core atoms and components in the Assembly Dashboard and portal. This includes updated colors, chips, toasts, tooltips, and callouts. You can see some of them below.
• Fixed a bug that caused form completion notifications to not appear in the Notification Center.
• Fixed a bug where users were incorrectly prompted to connect a bank account after already doing so.
• Fixed a bug that prevented users from selecting all clients when sharing a form.
• Fixed a bug that caused issues copying links in Safari.
• Fixed a bug that prevented some active subscriptions from being edited.
• Fixed a bug where “Mark all messages as read” only affected message channels currently visible in the UI.
• Fixed a bug that caused all embeds to disconnect when clients were added to and then removed from a company.
• In Form descriptions, prevented a few instances where links would be created from text that wasn’t actually a link.

API

• Standardized createdAt property on all resources. Previously some used createdDate.

Magic Links

Magic links let your clients log in with a single click from a secure link sent to their email or shared with them directly — no passwords, no extra steps.

This is what the new experience is like when a client gets a notification about a new invoice. This client has never received an email notification before and has never set a password. Notice that it just works — they’re immediately taken to the checkout page to pay.

When magic links are enabled, all email notifications to clients have magic links in them. In addition, there are ways to manually share magic links. On the CRM you can send magic links from the CRM table or the client/company details pages. On the Billing App, you can send magic links for open invoices. And on the Contracts App, you can send magic links for open contract requests.

For security reasons, magic links are one-time only and expire after 3 days. If they have already been opened or have expired, the client will see a page that lets them request a new magic link that is sent via email.

We recommend that you enable magic links. Password-less authentication (Google OAuth & magic links) is quickly becoming the new standard that is more convenient for clients and more secure. Note that magic links are not enabled by default for existing workspaces. To enable, you can turn them on in Settings > Client Authentication. Clients that have already set passwords or Google Auth can continue to log in using those methods.

Payment Links

You can now create a payment link connected to a product, and anyone (existing client or not) can pay for that product. Here’s how it works:

If a payment link is opened by someone who isn’t authenticated, we ask for an email. If checkout occurs and the email is new, then that client is taken through a self-serve sign up experience. This means that the client journey can now start with a payment.

One use case we’re especially excited about is powering pricing pages. If you have your pricing on your marketing website — for example with 3 subscription tiers — you can now add buttons to those tiers that point to payment links. We know many use Stripe Payment Links for this use case but we think our offering is more compelling. With our implementation, after payment and sign up, the client is taken directly to your portal where they can be greeted with a welcome message and other customizations.

For a highly custom onboarding experience that starts with a payment you can set up an automation that’s specific to clients that start with a payment link purchase. For example, after payment you can prompt clients to fill out an intake form or schedule a call with your team.

Billing API

With this release, we’re adding several new endpoints and webhooks, along with Zapier and Make support, to help you completely automate your billing and revenue operations.

You can now automate the creation of invoices and subscriptions with our new Create Invoice and Create Subscription endpoints. To provide you with full control, we've also added new resources for invoice templates (allowing you to create invoices from templates), products and prices (enabling reusable products and pricing when creating invoices and subscriptions), and payments (providing visibility into whether payment attempts succeed or fail).

New Community

While our Slack has served us well, we’ve outgrown it. With limited post history, hard-to-find info, and disorganized threads, it was time for a better home. We’ve now officially moved over to Discourse — an open community platform where anything can read and your existing Assembly account lets you post.

The new community is best place to ask questions, share product feedback, and meet others building on the Assembly platform. You can find our new community here.

Improvements

• In the Messages App, you can now filter to view all message channels or only unread message channels.
• In the Messages App, we've added support for drafts. You can now start writing a message, navigate away, and return later to finish and send your message.
• In the CRM, we simplified the status property for clients. Status can now either be active or inactive. If a client was invited, there's a new hidden-by-default property called "Invited By" that captures this information.
• In the CRM, internal users can now reset MFA for clients.
• In the CRM, we've improved the robustness of the client import feature, enhancing handling of different separators.
• In the notification center, you can now right-click to delete notifications.
• Improved settings organization by creating a dedicated section for client experience settings.
• Improved scalability of the Files App, resulting in faster performance overall, especially in workspaces with more than 5,000 clients.
• Improved email deliverability for Microsoft email accounts. Emails will no longer go into quarantine through Microsoft Defender.

Final Reminder: Our website domain is changing

Starting April 11, our marketing website will be accessible exclusively via assembly.com (previously assembly.com), and the dashboard will move to dashboard.assembly.com. Additionally, all our email addresses have been updated to the @assembly.com domain. Please take note of these changes for accessing the site and contacting us. The client experience will remain unaffected.

Internal Notes

You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text formatting, including headings and more. Notes also come with full API, Zapier, and Make support.

Tasks App Improvements

A big element of task and project management is discussion — clarifying details, answering questions, and so on. Task comments now support replies. Replies work as expected, with some extra touches like collapsing long discussion threads by default. In comments we also added support for images and attachments so that users can provide all the details needed when discussing a task.

API

• Added a notes resource with endpoints to Create, List, and Edit.
• Added note.created, note.updated, and note.deleted webhooks.

Improvements

• Added the ability to right-click on notifications or message channels to mark as unread.
• Void invoices are now hidden in the client experience.
• Improved embed robustness, supporting more products and rendering them more cleanly than before.

Reminder: Our website domain is changing

If you haven’t noticed, our marketing site now lives at assembly.com (instead of assembly.com) and the dashboard is on dashboard.assembly.com. Starting early April, the old .com URLs and our team’s .com emails will stop working, so please make sure you’ve updated any references. Client-facing experiences won’t change. You can read more about this change here.