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Assembly Assistant is in Beta

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May 27, 2022
  • 1 min read
  • Marlon Misra

    If there’s any industry where AI belongs, it’s professional services. Running a service business means living at the intersection of menial process work and high-value knowledge work. Too much of your day is copy-pasting info, drafting the same kinds of replies, and juggling client data across tools.

    Imagine you had a competent, tireless colleague who never gets tired of the repetitive stuff, never drops context, and is always available to help you think, write, and move faster. That’s what we’ve built with Assembly Assistant. It’s in early beta today — available to all our users for free, already useful, and getting better every week.

    How Assembly Assistant is Different

    There is no shortage of general purpose AI Assistant like ChatGPT. So, what makes Assembly Assistant different?

    Assembly Assistant is for Client Work and always has the right context

    All the context, always. The Assistant knows your clients, custom fields, internal notes, and full messaging history. No more copying conversations into a prompt and hoping it understands.

    Assembly Assistant is Available in a Collaborative Environment

    In your chat environment. Just like you can tag a colleague, now you can tag the Assistant. That means the AI lives in the same collaborative space your team already uses.

    Assembly Assistant is Secure

    Built for trust. Zero data retention. HIPAA compliant. Enterprise-ready from day one.

    How to use Assembly Assistant

    Get the right information at the right time

    Imagine you’re a CSM that just joined a team. You want to know the most important things about a client — whether they’re happy,

    Draft responses that consider everything relevant

    Complete actions faster

    Complete workflows in context

    What’s Next

    The first years of Assembly were about building the all-in-one platform for professional service businesses — client management, contracts, tasks, payments, forms, and more. Now we’re layering on an Assistant that works alongside you.

    This is just the beginning. Next up: more actions, more context, more intelligence, and deeper automation. Think automatic meeting notes, better workflow routing, and even more ways to take the “work about work” off your plate.

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