About this template

Place and track AI voice calls to your clients — every call logged with live status (completed, voicemail), timestamps, and a transcript you can review.

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, and Financial services firms running ai assistants workflows.