Context-aware AI that fits your workflow—not generic chat.
Assembly Chat Assistant handles follow-up drafts, data entry, meeting prep, and RAG Q&A—tied to your workflows and systems. Replace or complement generic AI (GPT, Gemini, Copilot) with an assistant that knows your context and can initiate Search or Converse from within the chat.
Chat Assistant — In Action
See Assembly Chat Assistant at work
Transcripts pile up. Follow-up emails never get written. You copy-paste from calls into CRM. Generic AI doesn't know your deals, your policies, or your systems. You're still doing the busywork.
Follow-up that never happens
Great call. You meant to send a follow-up. It's buried in your inbox. A week later, you're scrambling to remember what you promised.
Cost
Dropped balls; lost deals; inconsistent communication.
Fix
Transcript → draft email. One click. Context-aware.
Data entry from thin air
Call notes, email threads, web content. You manually type into CRM, ATS, or forms. Same data, multiple systems. Errors creep in.
Cost
Hours of data entry; inconsistent records; rework.
Fix
AI-derived data → forms, CRM, ATS. API where available. One source of truth.
Generic AI, zero context
You ask ChatGPT about your HR policy or your deal. It doesn't know. You paste docs. It still gets things wrong. No connection to your systems.
Cost
Wrong answers; no trust; you do it yourself anyway.
Fix
RAG over your docs. Recipes tied to your workflows. Initiate Search or Converse from chat.
Meeting prep from scratch
Big client call tomorrow. You dig through emails, CRM, notes. No single view. You wing it.
Cost
Unprepared calls; missed context; slow deals.
Fix
Chat with assistant using deal/account context. Get talking points, risks, next steps.
Why teams use Assembly Chat Assistant
Transcript → draft
Paste or link a call/meeting transcript. Get a follow-up email draft. Edit and send.
Data entry from AI
From conversation, email, or web content, populate forms or CRM/ATS. API integration where available.
RAG over your docs
Upload docs; ask questions. Get answers grounded in your content. HR policies, playbooks, IT docs.
Initiate Search or Converse
From within chat, start a Search run or create/share a Converse link. Seamless.
Meeting prep
Chat with context (deal, account, history). Get talking points, risks, next steps.
Recipes
Create reusable prompts and connections. Enable in chat. Consistent behavior.
One agent. Many use cases.
Transcript → Draft Email
What you do: Paste or link transcript; assistant drafts follow-up.
Outcome: Ready-to-send or editable follow-up.
Transcript / Email / Web → Data Entry
What you do: From conversation, email, or web, populate forms or systems.
Outcome: Fields filled in target system or export.
Meeting Prep
What you do: Chat with assistant using deal/account context.
Outcome: Talking points, risks, next steps.
RAG Assistant (HR, Policies)
What you do: Upload docs; ask questions in natural language.
Outcome: Accurate, sourced answers.
RAG Chat Link
What you do: Share link where others chat with doc set + context.
Outcome: Shared Q&A or deliverables from chat.
Initiate Search or Converse
What you do: From Assist, start a Search or create/share Converse link.
Outcome: Seamless switch to other agents.
Email / Web → Summarize
What you do: Input email thread or web content; get summary or email draft.
Outcome: Summary or outbound email draft.
System & IT Training
What you do: Point assistant at system/IT docs; employees ask how-to.
Outcome: Step-by-step or procedural answers.
General AI Chat
What you do: Day-to-day drafting, summarizing, planning.
Outcome: Drafts, summaries, plans—context-aware.
How it works
Set up context
Connect conversation, doc set, or system for assistant context.
Create recipe
Define prompt, connection, and behavior.
Enable in chat
Recipe is available in chat. Use when needed.
Chat and act
Ask questions, get drafts, initiate Search or Converse. Export or push to systems.
Step-by-step Setup
Get started with Assembly Chat Assistant in minutes
See it in action
Chat interface
Natural language chat tied to your workflows and data.
Recipe setup
Define reusable prompts, connections, and behaviors.
Transcript → draft
Paste transcript, get contextual follow-up draft.
RAG Q&A
Ask questions over your documents; get sourced answers.
Built for sales, ops, HR, and support teams.
Sales gets follow-up drafts and meeting prep. Ops gets data entry and summarization. HR gets policy Q&A and training support. Support gets RAG over knowledge bases. All from one assistant, tied to your workflows.
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Simple pricing
Single Agent (Chat Assistant)
$79/user/month
- $10 credits per month included
- RAG, recipes, transcript drafts, data entry
- 14-day free trial
Need Search, Converse, or Docs too? See the full platform ($149/user, all agents).
Frequently asked questions
Everything you need to know about this product.