Meet Assembly 2.0

Big changes have arrived, including some highly requested features! See all the details on our release page.

Redesigned client home page

Your client home builder has been redesigned to look even better with more customizability.

• You can now create up to five different homepage "segments" or variations and automatically show the right one to each client based on custom field tags.
• the Home App itself has been completely refreshed with updated banners, a curated image gallery, improved responsive loading, and a cleaner greeting + action items layout.
• You can also use the new text formatting bar in Client Home, Messages, and elsewhere to better structure text.

Organize your apps into folders

Drag and drop apps and embeds into folders for you and your clients.
For clients, group embeds such as Analytics dashboards or helpful links into expandable folders. For you and your internal teams, you can also unpin apps from your internal dashboard without affecting the client view. Also, search and select from more than 1000 new sidebar icons!

Tasks: Associate tasks with clients

You've asked for this one a lot: the ability to associate a task with a client or company without making it visible to them. Create a task, associate it to a client, and it shows up on that client's profile — but only your team sees it. When you're ready, you can optionally share it with the client. This is huge for teams who want a single view of everything happening with a client, without cluttering the client's task list.

Time-based automations

Time-based triggers for Assembly automations are here. Set up tasks that reoccur daily, weekly, monthly, quarterly, or on a custom schedule. Send recurring messages, trigger forms at regular intervals, or create quarterly check-in tasks for every active client. Target internal users, all clients, or all companies—the system handles the rest.

Context on clients wherever you are

We've redesigned the right sidebar on your client details in the CRM —and brought it to more surfaces. Now when you're in Messages, Files, Notifications, or other apps looking at client-specific content, you can pull up the context bar to see client details, edit custom fields, add internal notes, or chat with your team—without navigating away. The goal: show you the right context at the moment you need it, so you're not constantly clicking back to the CRM.

Payments center with analytics

We've consolidated the Billing App into a single Payments page with tabs: Overview, Invoices, Subscriptions, Payment Links, Stores, and Services. The new Overview tab shows your balance, upcoming payouts, and payment activity at a glance.

And more!

• Desktop app for internal teams: No more browser tab hunting. Get notified the moment something needs your attention. Download today for Mac. (Windows coming up soon!)
• New app icon picker: The icon picker now includes over 10x more icons and a search bar, so you can quickly find the right icon to customize your apps, menu items, and folders exactly how you want.
• New custom app base for developers: 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—breadcrumbs, action menus, header controls—all with real feedback so you can see exactly how things work. There's also a preview of our design system pointing to the latest Storybook. If you're building on Assembly, this is your new starting point.
• Tasks API: comments, attachments, and client association – The Tasks API now exposes comments, attachments, and associated clients. Fetch all comments on a task, access threaded replies via parentCommentId, and pull attachment metadata including secure download URLs. There's also a new comment.created webhook so you can trigger workflows when clients respond. If you're building integrations that track client activity or sync task data externally, this unlocks a lot.

We appreciate your support a lot! If you're excited about any of these, give us some love on Product Hunt!