About this template

An AI assistant trained on your documents that resolves common client questions instantly and escalates to your team when needed.

Start from this template and describe what you want to change in plain English — Assembly Studio adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

What you can customize

• Branding, colors, and your own domain
• Fields, sections, and the steps clients see
• Automations, reminders, and notifications
• Access and permissions per client or team

Perfect for

Technology, Healthcare, Financial services, and Education firms running ai assistants workflows.