All - Activity - marlon - Assembly Community

Create Dedicated Contract within each client account

Yup, that’s on our radar as well. Thanks for the feedback.

Create Dedicated Contract within each client account

Excellent feedback! We have a project starting in a few weeks that does exactly this, along with a number of other improvements that make it possible to start more end-to-end workflows directly from the client/company details pages. Stay tuned!

Grouping apps in the side panel

The day has come, this feature is out in beta. It looks like this: Link
If you’re in Launchpad, our beta group, you can click on ‘App Library’ in the left sidebar and set up your folders. If you’re not in our beta program, make sure you’re in a paid…

Grouping apps in the side panel

Yes, beta access planned for Wednesday!

Grouping apps in the side panel

Excited to let you & others know that this project is in-progress and in the final stages. This should go out by mid February latest!

Several Features I'm Curious About

Hi Garrett!
At this time we’re not tracking the requests for being able to turn off read receipts and favoriting messages. I’ve added them as new requests and we’ll track them and prioritize them depending on request volume.
You can already mark messages as unread. If you right click on a message …

Feedback on Tasks

Thanks! Task templates with sub tasks are coming in a few weeks!

Copilot is now Assembly! Rebrand + Assistant Beta

A little crowded for sure! We just switched names and it’ll take a while for us to index on Google and all our profiles to get updated. But in a few months we should be ranking first for ‘Assembly’.

Development Roadmap

We get asked a lot about a public roadmap. The honest answer is we don’t have one and don’t plan to have one. The reason: things change faster than we can commit them to a calendar. Priorities shift, projects take longer (or shorter) than expected, and…

Multi-company Clients & Renaming "Clients" and "Companies"

Yes! See here: Notion

Company properties in CRM

We don’t yet have custom fields for companies. We’ll release company custom fields by Sept 30th so that you can set up custom properties there, just like you can with clients!

Tasks: Any functionality not accessible by API should be toggle-able

Hi Dave,
It’s not an option now but we’ll track this request and consider prioritizing it. One improvement going live in a few days is a much more intuitive experience for clients to mark tasks as done. We’ve noticed that the experience of doing so on the right property panel can be confusing, especially…

Multiple Company Feature ETA

Rolling out to beta users in <24 hrs. Final stretch, stay tuned.

Use of AI in product pipeline?

A lot of ideas are in the works, stay tuned!
I’m very curious to hear what types of things you’d be interested in?

Multiple Company Feature ETA

We’re on track to ship it by end of June!

Billing App Feature Check-in

Hi Andrew,
On pre-authorized debit, we are limited by the Stripe integration we have in place. We can enable the new payment method as soon as Stripe approves it for their latest Connect integration. That means it’s hard for us to forecast a timeline, but if I had to guess it’s in a few months.

Introducing the Spring 2025 Edition

Not yet possible to set up limited-cycle subscription payment links, but we’ve filed a feature request for this. Thank you!

Is it possible to change the default language?

It’s not currently possible to change the default language. It is something we’ll eventually do and I added your name to the feature request. We do have a large number of businesses using us in non-English countries because automatic browser translation has become so good, but I know this isn’t sufficient.

'# Create channel' error - option does not allow my to add multiple clients?

Hi!
In the Files App you have two options:
First, you can create a shared channel where everyone knows of each other’s presence. If you select this option all clients you include in the channel must be part of the same company. Think of this as a safety check – we want to make sure you don’t accidentally…

Automatic reminders to clients, task archiving

Task templates in the Tasks App? We have those out already. Let me know if I’m misunderstanding.

Automatic reminders to clients, task archiving

We always try to get something out early and then try to make it better vs trying to ship the perfect thing. So most likely we’ll get non-customizable reminders out first and then follow up with improvements after. Feedback heard loud and clear though – we’ll make sure the initial default strikes the right balance.

Automatic reminders to clients, task archiving

This quarter we have a project planned to ship reminders for all apps! They’ll be automatic and we also will have an indicator that shows when the last reminder went out.

Channel ID for Send Message Endpoint

The payment.failed webhook is now available!

Uploaded file name changed to small letters only

Hi! When you upload a PDF in the Contracts App we do automatically try to clean up the name and there isn’t currently a way to turn that off. But you can update the name to anything you like post load. I have filed this as a feature request and if we hear this feedback more we’ll consider adding a feature to turn it off.

Founder AMA - Ask us anything!

Who’s your target client/company?
We love solopreneurs and small businesses and will still serve them, but we’ll also be able to serve much larger organizations with more complex needs.
Imagine Co-Pilot in 5 years - what does it look like in your eyes at that time? What’s unique about the product…

Founder AMA - Ask us anything!

YC was one of the best decisions we made. Copilot wouldn’t exist without YC.
The community of founders is incredible. There’s a private forum for founders, local events, and alumni groups. Being a founder is pretty lonely so being able to have a network of founders at the same stage (or 1-2 stages ahead) is very valuable.

Founder AMA - Ask us anything!

From the beginning we wanted to serve a wide range of creative and professional service businesses in the long term but we did want to start narrow. So before we developed the product I remember spinning up ~10 landing pages on Webflow with each focused on a different industry. These pages were bare…

Founder AMA - Ask us anything!

@neil and I worked together on two startups before Copilot. Through those journeys, we became the clients of several creative and professional service firms, and those experiences led to the seed idea of what would eventually become Copilot. We worked with recruiters to help us build a team, marketing…

Loving the new invoice history tab!

That is great to hear!