Changelog

Product updates, new features, and improvements to the CleverX platform.

Feature

Free-text responses, improved video calls, and better participant status tracking

Researchers can now add free-text "Other" responses to questions, video calls have enhanced controls, and participant status tracking is more accurate.

New Features

  • Free-text question responses: Question panels now include a free-text “Other” option with inline input, allowing participants to provide custom responses beyond predefined choices.
  • Message button on expert profiles: A new message button is now available on expert profile pages, making it easier to reach out to experts directly.
  • Enhanced video call controls: Video calls now feature premium-style controls with improved user experience, including custom icons, better active states, and a leave call confirmation modal to prevent accidental disconnections.

Improvements

  • Better modal animations: Smoother animations across modal dialogs for a more polished experience.
  • Clearer participant status display: Participant status labels are now standardized across the app, and participants who have been requested or screener-qualified are now properly categorized as “Invited” for easier tracking in your studies.
  • Accurate scheduling badges: Moderated interview studies now correctly show a “Scheduled” badge once a meeting has been accepted, instead of showing “Start Study”.

Feature

File sharing in chat and improved study builder validation

Researchers can now share and view files directly in chat conversations, and the study builder validates screener questions more thoroughly.

New Features

  • File sharing in chat: When your AI agent retrieves documents during a conversation, they now appear as visual cards with previews, file type indicators, and click-to-view functionality. You can attach multiple file types (images, documents, spreadsheets, and text files) to your messages.
  • Enhanced file support: The study builder now accepts a wider range of file formats beyond PDFs, including images, Word documents, spreadsheets, and text files.

Improvements

  • Better screener validation: Screener questions across all types (single select, multi-select, dropdown, table questions, number input, and rating scales) are now validated more comprehensively to catch errors earlier in the creation process.
  • More powerful AI agent: The study agent can now configure additional study settings including custom invite messages, study start and end dates, panel completion URLs, and guest invitees. It also supports more media options for survey questions.

Feature

Survey improvements and screening workflow fixes

Added new survey question types and options, improved screener workflows, and fixed issues with live study access and transcript timestamps.

New Features

  • Image choice questions: Researchers can now add image-based multiple choice questions to surveys, allowing participants to select from visual options
  • Other option with custom answers: Participants can now select “Other” in single or multiple choice questions and provide their own text response (up to 200 characters)
  • Selection limits for survey questions: Researchers can now set exact or range-based limits on how many options participants must select in multiple choice or image choice questions
  • Media in surveys: Survey questions can now include attached images, videos, or audio files for richer question presentation
  • Screener auto-invite support: When screening is enabled with auto-invite, qualified participants are automatically sent survey invitations after passing screening
  • Resume study workflow: After adding more participants to a paused study, the Resume Study Collection modal now opens automatically to streamline data collection restart

Improvements

  • Moderator availability scheduling: Improved the interface for setting moderator availability with better time slot selection, timezone search with region grouping, and corrected calculations for adding new availability slots
  • Applicant status display: Refined how participant statuses are displayed and labeled in applicant views for better clarity
  • Study landing page: Non-live studies now display a “Paused” message instead of showing an inactive start button, and corrected redirect behavior for returning participants

Bug Fixes

  • Transcript timestamps: Fixed an issue where transcript timestamps in session details were showing “0:00” for all entries
  • Live study access: Fixed an issue where the start button was shown for non-live studies and improved redirect behavior for returning participants
  • Screener link management: Fixed survey link assignment for screener-enabled studies to avoid wasting unique survey IDs and properly handle manual review workflows

Feature

AI Interview Analysis, Participant Management, and UX Improvements

CleverX now displays AI-generated interview analysis with pain points and needs, adds applicant management tools, and improves the participant experience with better dashboards and auto-reconnection.

New Features

  • AI Interview Analysis: View detailed analysis of your AI interviews with dedicated tabs for Pain Points, Needs, and Participants. The platform now displays insights that were previously generated but not shown.
  • Applicants Management: New section to manage study applicants with a full table view, individual detail panels, filtering options, and bulk actions.
  • Participant Details in Schedule: View participant profiles directly in your study schedule, including their avatar, name, status, contact information, company details, and activity history.
  • Auto-Reconnect to Interviews: If you refresh the page during an AI interview, you’ll automatically reconnect to your session without losing your progress. The interview timer will resume from where it left off.

Improvements

  • Participant Dashboard Reorganization: Studies requiring action (screeners to complete, studies to start) now appear in a dedicated “Action Required” tab for easier navigation. The “Active” tab is now called “Scheduled” for clarity.
  • Incentive Status Visibility: New “Awaiting Incentive” status shows when your payout is pending approval, with clear information about next steps.
  • Cleaner Study Landing Pages: Eligibility criteria section has been removed from study landing pages for a simpler view.
  • Better Mobile Experience: Improved responsive design across opportunity cards and invitation cards for better viewing on phones and tablets.
  • Dropdown Menu Fix: Session action menus now display correctly without being cut off by other elements on the page.
  • Opportunities Sorting: Ability to sort your opportunities list in ascending or descending order.

Bug Fixes

  • Fixed display issues with dividers on study landing pages.
  • Improved AI interview analysis to trigger after the first completed session instead of waiting for multiple sessions.

Improvement

Dashboard access and signup improvements

Logged-in users now see a Dashboard button on the homepage, and we fixed a signup issue with social login.

Improvements

  • Logged-in users now see a Dashboard button on the homepage for quick access to their workspace

Bug Fixes

  • Fixed an issue that could occur when signing up with Google or LinkedIn

Feature

Study Launch Validation and Recruitment Controls

Added comprehensive launch validation checks and new controls for study recruitment to ensure studies are properly configured before going live.

New Features

  • Auto-invite toggle for surveys: Added a new control to toggle automatic participant invitations for surveys, now disabled by default for better control over recruitment timing.
  • Enhanced launch readiness checks: Studies now require moderators to be assigned and have availability configured before going live for moderated study types (Video Interviews and Moderated Studies).
  • Minimum payout validation: Studies can no longer launch if participant payouts fall below the calculated minimum threshold, ensuring fair compensation.
  • Study configuration safeguards: When you modify study details like type, audience, or location, the platform automatically recalculates and updates participant payouts to maintain fair incentives.

Improvements

  • Better launch validation: Added checks to confirm welcome messages and discussion guides are in place before launching.
  • Enhanced targeting requirements: Panel recruitment studies now require proper targeting filters to be set before launch, enforced as a requirement rather than just a warning.
  • Improved participant actions: Streamlined the participant action menu with clearer status-based options including invite to study, reinvite to screener, mark complete, and approve/reject responses.

Improvement

Recruitment cost calculation update

We've updated how recruitment panel costs are calculated to provide more accurate pricing.

Improvements

  • Updated recruitment cost calculation: Platform fees are now removed from the recruitment panel cost calculation, and cost labels have been updated to reflect the accurate total cost you’ll pay.

Feature

Public study access, transcript fixes, and improved previews

Researchers can now enable public study participation without requiring login, while transcript exports and AI interview previews have been improved.

New Features

  • Public study participation: Studies can now be accessed by anonymous users without requiring them to sign up or log in. This makes it easier to recruit participants for public research opportunities.
  • Improved AI interview preview: The AI interview preview now displays in a video-call-like layout with participant tiles and control bar, replacing the previous transcript and waveform view.
  • Invoice improvements: Invoice displays now show consistent status labels and properly handle all invoice types with accurate totals and print-friendly formatting.

Improvements

  • Better text truncation detection: Improved how the platform detects when text is truncated, providing more accurate display of study descriptions and other content.
  • Incentive rate guidance: The launch checklist now shows a warning when your study’s incentive rate differs significantly from the recommended rate, helping you set competitive participant payments.
  • Updated pricing recommendations: The platform’s suggested participant payment rates have been updated to reflect current market conditions across different study types and regions.

Bug Fixes

  • Transcript export fixes: Fixed transcript exports (TXT and SRT formats) to correctly display speaker names and timestamps instead of showing “Unknown” or incorrect values.
  • Recording badge styling: Updated the Recording badge appearance for better visibility across study cards and detail views.
  • List creation input: Fixed an issue where typing in the “Create new list” modal wasn’t working properly when bookmarking participant cards.
  • Removed Word export option: Removed the unused Word Document export format from transcript downloads.

Improvement

Industry search improvements and billing updates

Industry names now appear more prominently in search results, and subscription upgrades are applied immediately with accurate discount information.

Improvements

  • Industry names are now prioritized in search results and tool recommendations for better discoverability
  • Pending subscription upgrades are now applied immediately, and discount information is synced in real-time with your billing events

Bug Fixes

  • Fixed industry filter matching to work correctly across the platform

Feature

Promo codes, draft studies, and improved study building

Researchers can now use promo codes during checkout, create draft studies immediately, and enjoy an improved study building experience with better question panel design.

New Features

  • Promo codes at checkout: Apply coupon and promo codes to subscriptions. You can now share discount codes with team members during the subscription process.
  • Start building studies right away: Create draft studies without needing a subscription first. You’ll only need to subscribe when you’re ready to launch your study.
  • Improved study builder: The question panel has been redesigned with clearer navigation, better visual hierarchy for your answers, and a streamlined tools interface.

Bug Fixes

  • Fixed an issue where cloning studies would fail with a 404 error.
  • Fixed duplicate tool displays that could appear while building studies.
  • Improved handling of international currency formats in payment displays.