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Assembled is the only platform that unifies AI agents and intelligent workforce management to power fast and flexible support operations. Built for scale, we help teams automate over 50% of customer interactions, forecast with 90%+ accuracy, and optimize staffing across in-house and BPO teams. Orchestrate every chat, email, or call, balancing workloads between human and AI agents in real time — without sacrificing quality or control. Trusted by Stripe, Canva, and Robinhood, Assembled transforms support from a cost center into a strategic advantage. Our Workforce and Vendor Management tools connect forecasting, scheduling, and performance for smarter staffing decisions. AI Agents automate conversations across channels with your workflows and brand voice. AI Copilot empowers agents with real-time guidance, suggested replies, and one-click actions for faster, higher-quality resolutions.

Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.

Service Center by Office Ally is a trusted revenue cycle management platform used by over 65,000 healthcare organizations processing more than 350 million claims annually. With it, providers can verify patient eligibility and benefits, upload and submit claims, correct rejected claims, check claim status, and obtain remits. With multiple claim types and submission options, providers can easily submit claims to any payer from any practice management system. Transactions are secure, ensuring the confidentiality of sensitive patient information. With no needed implementation, providers can quickly and effortlessly streamline their billing processes, increase their financial performance, simplify medical billing, and reduce claim rejections for faster reimbursements.

Digitally transform your business with workflow automation and integrated payment solutions. Digitally store and secure your data with advanced search and accessibility features that keeps your documents at the tip of your team’s fingers.