Copilot Changelog

March 9: Rich Text Formatting Bar

Rich Text Formatting Bar The message composer has been rebuilt with a full formatting toolbar. You can now apply bold, italic, underline, strikethrough, headings, bullet lists, numbered lists, and inline links directly from the composer — no markdown required. The same formatting experience now extends across the surfaces where you write

March 5: Improvements & Fixes

Improvements * In the Contracts App, increased the maximum PDF size to 100 pages. * In the Messages App, the channel loading experience has been improved. Internal users no longer see a full-page spinner when navigating to Messages — channels now load progressively without blocking the page. Fixes * In the Payments App, fixed

March 2: Duplicate Files Handling & Manual Apps with Custom Visibility

Smarter duplicate file handling in the Files App Previously, uploading or moving a file with the same name as an existing file could silently overwrite it. Now, whenever a duplicate file name is detected, you can either replace the existing file or keep both. Renaming a folder to a name

Staff user roles + other updates

Staff user role permissions change We’ve updated the internal team permissions for Staff vs. Admin users. * Staff users can’t access the Billing App, invoices, products, or the Billing tabs on client CRM profiles * QuickBooks and Xero integrations are hidden from Staff users * Billing-related notifications are turned off for

Assembly 2025 Wrapped

2025 Year in Review Companies will say every year is the “big year.” But 2025 was really, actually a big year for Assembly, and for customers like you who trust us to elevate your clients' experience. Here’s a snapshot of how you all are using Assembly in 2025—

Winter 2025 Edition

Happy Holidays! Today we've rolled out our Winter 2025 Edition releases, including: US Xero Integration Earlier this year, we released a new and improved QuickBooks integration that let you map products from Assembly into QuickBooks. We’re excited to bring the same functionality to US customers the small

Company Custom Fields

3 new interactions with company custom fields We’ve rolled out more ways to use custom fields on companies to create a customized and automated experience for you and your clients. Starting today, you can: Set app visibility rules based on company custom field tags Previously, you could decide which

Fall 2025 Edition

Fall 2025 Edition We’ve focused this month on making many smaller key improvements to our product to both enhance your clients’ experience and make your life easier. Read all the improvements we made on our blog. Folder locking in the Files App Previously, you could globally configure the Files

Fall 2025 All Updates

General improvements * Improved email deliverability for all workspaces. * Significantly improved the performance of loading the left sidebar in the Assembly Dashboard when there are large numbers of clients. * Workspace owners now have more control over client email notifications. On the Settings > Client Notifications page, we added a toggle for

Copilot is now Assembly

Copilot is now Assembly Today we rebranded from Copilot to Assembly. You can read about the reason for the name change on our launch blogpost. You will start seeing our branding change across various surfaces. Our name has changed, but our mission hasn’t: helping you deliver customer experiences that

Multi-company clients and relabeling clients & companies

Multi-company clients for Professional+ plans In your Dashboard’s CRM, you and other internal users can now assign up to 30 companies to a single client. (Make sure you have companies enabled in your settings.) When you assign forms, contracts, and invoices, you now select which specific client/company combination

Whats New

Summer 2025 Edition

New & Improved QuickBooks Integration We’ve rebuilt the QuickBooks integration from the ground up. It’s still one-way (Assembly → QuickBooks), but now lets you map and automatically sync products, invoices, and clients from Assembly to Quickbooks. If you are new to QuickBooks Online and want to try it out,

Whats New

Changelog: Stores

Shopify-style stores for your services We’re excited to announce Assembly Store — now you can create a Shopify-like storefront with recurring subscription plans and one-off services, making it easy for new leads and existing clients to pay. Take advantage of the best aspects of eCommerce platforms — easy checkout options, upfront

Whats New

June 3: Latest Updates

Subtasks in the Tasks App The Tasks App now supports sub-tasks, making it easier to break down complex work and projects into manageable pieces. Tasks API, Zapier, and Make support Tasks are a critical part of most automation workflows. You can now leverage task webhooks and endpoints via our API,

April 9: Spring 2025 Edition

Magic Links Magic links let your clients log in with a single click from a secure link sent to their email or shared with them directly — no passwords, no extra steps. This is what the new experience is like when a client gets a notification about a new invoice. This

March 18: Collaboration Edition

Internal Notes You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text

January 30: Foundations Release

Freeform Automations Go to Automations in the sidebar and pick Start From Scratch. You can now build custom workflows by selecting from a range of triggers and actions. We added four new actions and two new triggers, for more flexible automations. Three Example Workflows 1. Track onboarding progress Define a

November 20: Improvements & Updates

Improvements & Updates * In the Tasks App, we now support attachments. Simply drag & drop a file or type “/” and select the Upload option. * In the Tasks App, email notifications to clients now link directly to specific tasks instead of the Task App homepage. * On the homepage analytics dashboard, we

October 24: Tasks App, Automations, and Analytics

Today we're rolling out the 2024 Winter Release. Check out the full blog post for everything that's new! Tasks App With the new Tasks App you can create tasks and assign them to internal users, clients, and companies. Check out an interactive demo here and install

October 21: New billing features

International currency subscriptions We now support non-USD subscriptions. You can create subscriptions in all currencies that were already available for invoicing. Reusable products and prices for subscriptions The Billing App now supports recurring products and prices alongside existing one-time options. You can use these recurring items when creating subscriptions and

August 29: Invoice receipts

Invoice receipts After an invoice is paid, you can now download an invoice receipt PDF that shows the payment date, payment method, and total amount paid. Invoice receipts are also automatically included in invoice paid email notification that are sent to you and clients.

August 25: Improvements & Updates

Improvements & Updates * Improved the experience and speed of uploading large PDFs in the Contracts App. * When adding a new app, the app now immediately shows on the sidebar. * Improved the loading experience when navigating to apps. Previously clicking on a notification in the notification center sometimes resulted in a

July 29: Billing & API enhancements

Reusable products and prices for invoicing In the Billing App, you can now create products and prices, and then easily use them in invoices and invoice templates. This streamlines your invoicing process by eliminating repetitive data entry, ensuring consistency, and saving you time. You can create and manage products by

May 3: Custom Visibility for Apps

Custom Visibility for Apps With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with custom field plan = premium access to schedule time with you (e.g.

April 1: Our new App Store and Experts Marketplace

We're excited to announce the Assembly App Store (including 4 new apps), a new developer platform, and an Experts Marketplace where you find agencies to build your own custom features. For everything that's new, we recommend reading our full blog post here. Client Home With Client