Introducing Assembly 2.0

Today we're launching Assembly 2.0. This release touches nearly every part of the platform — how clients experience your portal, how you manage tasks and billing, how your team stays in context, and how developers build on top of Assembly. Here's what's new.

Even more remarkable experiences for clients

Your client homepage, reimagined

Your client home builder has been redesigned to look even better with more customizability. You can now create up to five different homepage segments and automatically show the right one to each client based on custom field tags. Running a tiered service model? Show premium clients their dedicated resources while basic clients see standard onboarding. Serving both businesses and individuals? Each sees a homepage tailored to how they work with you—automatically, without any manual switching. And 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.

Organize your apps into folders

Organizing your apps used to be confusing. Now you can drag and drop apps and embeds into folders for you and your clients. Instead of a cluttered sidebar with reports scattered everywhere, group them into an "Analytics" folder so your clients know where to look. Or create a ‘Helpful links’ folder for clients with all external resources. And on your end, you can unpin apps from your internal dashboard without affecting the client view — so your workspace stays focused on what you actually use day-to-day.

Project management that actually fits how you work

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. Now you can. 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.

Easier client management

Desktop app for internal teams

Assembly now has an desktop app for you and your team with notifications and easy access from your computer. No more browser tab hunting or missing client messages because Chrome was buried. Get notified the moment something needs your attention. Available on Mac and Windows. [Download today]

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, consolidated

Our payments features have grown into a full suite — invoices, subscriptions, payment links, and storefronts. The problem? New users land in Billing and immediately wonder "where do I start?" Assembly 2.0 fixes that.

We've consolidated all billing surfaces into a single page with tabs: Overview, Invoices, Subscriptions, Payment Links, Stores, and Services. The new Overview tab shows first-time users a clear path to their first payment, while active users see their balance, upcoming payouts, and payment activity at a glance.

For developers

New custom app base – 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.

Secure app sessions – App session tokens now expire after 5 minutes instead of lasting indefinitely. A new @assembly-js/app-bridge package handles token refresh automatically in the background, so users won't notice anything—but shared URLs no longer grant permanent access to app data. If you're maintaining a Custom App, check our migration guide for the updated SDK packages.

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.

And so much more

A few more favorites:

• Use the new formatting bar in the Messages App and elsewhere to better structure text.
• Use our new icon picker to select from over 100 new icons.
• and more!

What’s next

Assembly 2.0 is live — try it out and let us know what you think. And if you're new here, you can now preview a fully branded client portal with your company's look and feel before you even sign up.

But we're just getting started. Two more major releases are shipping in the next few months. These include our AI Edition, where we're bringing Assembly to where you already work — a ChatGPT App so you can ask questions about your clients from anywhere, an MCP server for AI-native workflows, and a deeper Ask Assembly experience inside the platform. After that comes the Scale-Ready Edition. Audit logs, SSO, and performance improvements for teams who need enterprise-grade infrastructure.

Want early access or want to shape what we build? Let us know in our community forum — we'd love your input. Thanks for building your business on Assembly.