The biggest update in Assembly history

Portals that adapt to each client. Folders to organize your apps. Automations on a schedule. A desktop app. And that's just the start.

Your client homepage, redesigned

Show variants of homepages based on client type. New banners, customizable action items, dynamic fields, and a cleaner layout for a more polished portal experience.

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Premium42Silver60Starter30

132 clients

portal.yourbrand.com

BrandMages

Active services

Here’s a snapshot of what’s currently running for your account.

Organize your apps into folders

Drag and drop apps into folders to keep your dashboard and portal organized. Group your analytics apps together, tuck onboarding forms into one place, whatever makes sense for your workflow.

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App Library

Apps

Home

Messages

Billing

Files

Analytics

Revenue reports

Marketing metrics

To pick up a draggable item, press the space bar. While dragging, use the arrow keys to move the item. Press space again to drop the item in its new position, or press escape to cancel.

Client Preview

BrandMages

Tasks now associate with clients

You can now associate internal tasks with a client. Once linked, you can selectively share them so clients can follow along with progress.

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Create task

Review Onboarding Intake Form

TodoDue dateAssignee

Time-based automations

Set automations that trigger on a schedule — send reminders, update statuses, or reassign tasks automatically based on due dates and time elapsed.

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Automations›Create automation

Scheduled time

Every month on the 12th at 8:00 AM

Send message

Send a reminder to the client

Start date

Mon, Jan 12, 2026

Start time

8:00 AM

Time zone: Eastern time (GMT-05:00)

Repeat every

1

month

Desktop app to never miss a notification

You and your internal team can now download the Assembly desktop app for Mac (Windows coming out soon). No more hunting through browser tabs.

Download now

Context on your clients anywhere you work

Stay in context. You can now reference your clients' details and internal notes beyond the CRM in file channels, on notifications, during messaging and more.

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CRM›Charles Musial

MessagesFilesContractsFormsBillingHomeTasks

Charles Musial

Internal Notes

Follow-Up on Demo (Jan 18, 2025)

Charles was impressed by the custom reporting features. Main concerns revolve ar...

A unified Payments center

The Payments App (formerly Billing) now has analytics. See outstanding payments, received payments, and upcoming transfers to your bank.

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Payments

OverviewInvoicesSubscriptionsPayment linksStoresServices

Total Balance

$117,252.73

Upcoming payouts (Estimated) ⓘ$25,747.36

For developers

Rebuilt custom app base and a new Tasks API with comments and attachments.

Learn more→

import { assemblyApi } from '@assembly-js/node-sdk'

export async function getSession(searchParams) {
    const assembly = assemblyApi({
        apiKey: process.env.ASSEMBLY_API_KEY,
        token: searchParams.token,
    })

const workspace = await assembly.retrieveWorkspace()
    const payload = await assembly.getTokenPayload?.()

return {
        workspace,
        client: payload?.clientId ? await assembly.retrieveClient({ id: payload.clientId }) : undefined,
    }
}

Try Assembly 2.0

Start your free trial to experience the full platform.

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