Assembly - Branded customer portals & AI-powered CRM
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Create remarkable customer experiences with Assembly (formerly Copilot). Get an out-of-the box branded client portal where customers can message you, pay bills, and share information securely, with a new AI-powered CRM for your team.
Replies
Triforce Todos
I can see law firms, accounting firms, and agencies jumping on this immediately. Fits like a glove.
Assembly
Let us know what you think! We’re exciting to be building for tech enabled professional service firms.
Shoutout to the amazing team that made this all happen!
Assembly
@adam_schwartz7 Thanks for your great work, Adam!
this is such an exciting time for Assembly! it's been amazing getting to see our company grow so much over the past year, and I'm excited to see what our users do with the new features we're launching today!
Assembly
@ellie_spigelman1 It's been fantastic working with you when we were Copilot, and stoked for where Assembly will take us!
Copilot
Love the new brand and product release - amazing work @Assembly team!
Assembly
@adam_seitzman Thank you!! Appreciate your support at the launch party!
RightNow AI
do you guys have a docs to get started
Assembly
@jaber23 https://docs.assembly.com has a lot of technical details!
Assembly
@jaber23 you could also try https://assembly.com/guide if you're interested in our guide more generally!
Assembly
@jaber23 For less technical guidance, use: https://assembly.com/guide!
Looks great. I’m curious how well it scales when the team grows. Anyone here tried it with larger groups?
Assembly
@jennaclarke875 there's lots of great tools similar to ours that are excellent for freelancers (e.g. honeybook and dubsado are excellent!). i think we specifically shine with larger teams though, with features like:
- custom roles for your team
- client access permissions -> you can specify which clients an internal user has access to and then their view filters down to that. great for CSMs, support, etc.)
- app visibility -> configure what apps each client has access (by selecting clients individually or by using custom field rules)
@marlonmisra That makes a lot of sense. Custom roles and client access permissions sound super useful for larger teams. The app visibility feature is a nice touch too, especially for managing different client needs.
CoSupport AI
Congratulations! AI-powered CRM looks like a must-have for every company.
Long time PHer and Assembly(Copilot) user here! I'm telling you, this company is LEGIT! The software was great when I signed up and they have consistently added more features and made it better. I've already referred some agency friends to them. Highly recommend!
Assembly
@chriserickson Thank you for your support throughout our journey!
Assembly
@chriserickson really appreciate the support today Chris and thank you so much for the referrals!
We’ve partnered with Assembly for a while and it’s been amazing to see how far Assembly has come - Big congrats to the team on the launch! 🚀
Assembly
@sujan_shrestha4 Thank you Sujan! Appreciate the support and partnership over the years!
Marketer Milk
Congrats on the launch! I've been using the platform for almost 2 years now to manage all of my clients and invoices for my marketing agency. 10/10 recommend, new name is sick!!
Assembly
@omidd Thank you Omid for your incredible wealth of content contributions!!