About this template

An AI assistant trained on your internal playbooks, SOPs, and docs so your team gets instant, accurate answers in one place.

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, Consulting, and Financial services firms running ai assistants workflows.