Changelog

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

Feature

Participant booking system and experience improvements

Launched participant booking system V1 with calendar scheduling, reminders, and rescheduling capabilities.

New Features

  • Participant booking system: Researchers can now book and manage participant availability with an improved calendar interface
  • Booking management: Participants can reschedule or cancel bookings through dedicated links
  • Reminders: Automatic reminders are sent to participants for scheduled sessions
  • Host information: Participants receive host details and context for their bookings
  • Deep linking: Shareable booking links with improved navigation and brand consistency

Bug Fixes

  • Fixed reminder delivery for survey requests to ensure reminders are only sent when an expert is assigned
  • Improved data handling for invoice generation and related survey request information

Improvement

Studies go live immediately after payment

Studies are now live and recruiting participants right away when payment is processed, eliminating any delays.

Improvements

  • Studies now go live immediately after payment is processed, allowing researchers to start recruiting participants without waiting for additional verification or approval steps

Feature

Calendar booking and task editor improvements

Participants can now connect their calendar to book moderated sessions, and researchers can configure capture and redirect settings per task.

Participant Calendar Booking

  • Participants can now connect their Google or Outlook calendar before booking a moderated session
  • Calendar events are automatically created in the participant’s own calendar when they book
  • Participants receive email reminders and can see exactly when the join link unlocks (30 minutes before the session)
  • Reschedule and cancel actions automatically sync with the participant’s calendar
  • This applies to both in-platform participants and anonymous participants from external sources

Task Editor Redesign

  • Website and Prototype task editors have been redesigned with an improved interface
  • Researchers can now configure capture settings (screen, audio, and camera) for individual tasks
  • Researchers can set optional redirect URLs to send participants to a custom page after task completion

Bug Fixes

  • Fixed an issue where meeting reminder emails were not being sent to participants
  • Fixed a privacy issue where anonymous participants’ real names could appear on researcher-facing surfaces
  • Improved security for researcher account authorization
  • Fixed the “Back to study” link appearing in booking previews where it shouldn’t

Fix

Video-diary task navigation and image loading improvements

Fixed a bug where the submit button would show a loading spinner indefinitely when moving between multiple video-diary tasks, and improved image loading performance when using the AI builder.

Bug Fixes

  • Multi-task video-diary navigation: Fixed an issue in studies with multiple video-diary tasks where the submit button on follow-up questions would remain in a “submitting” state after completing the first task. Participants can now seamlessly advance through tasks without needing to refresh the page.

Improvements

  • Faster image loading in AI builder: Images attached to video-diary questions through the AI builder chat now load more efficiently, providing a smoother experience for both researchers and participants viewing those questions.

Fix

AI builder now saves in-context questions

Fixed an issue where the AI study builder appeared to successfully add in-context questions to website tasks, but the questions weren't actually saved and didn't appear in the study.

Bug Fixes

  • Fixed a bug in the AI study builder where adding in-context questions to website tasks would show as successful but the questions would not persist or appear in the editor or when running the study

Improvement

Faster diary media loading and AI media attachments

Diary prompt images now load faster, and the AI study builder can correctly attach media to video-diary questions.

Improvements

  • Faster diary media loading — Diary prompt images now load more quickly through optimized client-side processing and intelligent caching strategies, reducing wait times for participants viewing video-diary tasks
  • AI builder media attachments — The AI study builder can now correctly attach media files to video-diary questions, ensuring images and other assets render properly in prompts instead of appearing as plain text

Fix

Fixed study completion tracking and participant redirects

Corrected completion counting and redirect behavior for surveys, AI interviews, and external participant sources to ensure accurate tracking and proper participant routing.

Completion Counting & Redirects Fixed

  • Accurate completion counts: Fixed double-counting of external participant completions in surveys and unmoderated studies — completions are now attributed to the correct study type (Panel vs. external source) instead of appearing in both
  • AI interview redirects: Participants completing AI interviews are now properly redirected back to their original source (external survey platforms) instead of getting stuck
  • External participant handling: Survey and unmoderated study completions from external sources now route participants correctly back to their recruitment platform

Auto-Invite for Community Participants Restored

  • Instant participant invitations: Studies with auto-invite enabled now properly send invitations to community participants immediately after they qualify, instead of holding them in manual review
  • All study types covered: Auto-invite now works correctly for all participant recruitment methods, including external and live-link surveys

Improvement

Image loading and meeting reminders improvements

Fixed stuck image spinners in video diaries and improved meeting reminder notifications.

Bug Fixes

  • Fixed stuck image spinners in video diaries: Participants in unmoderated video-diary studies will no longer see permanent loading spinners where prompt images should appear. The image loader now works reliably even on slow networks or when images take time to load. Images are also preloaded so they’re ready when you need them.

Improvements

  • Enhanced meeting reminders: Meetings now send reminder notifications at both 24 hours before and 60 minutes before the scheduled start time, giving you more notice to prepare.

Improvement

Survey links, redirects, and meeting reminders improved

Fixed legacy survey URLs, improved meeting reminder timing, and enhanced participant redirect functionality after survey completion.

Improvements

  • Legacy survey URLs now redirect properly — Old survey links are automatically redirected to the current survey page, preserving bookmarks and shared links from previous versions
  • Anonymous participants return to their source — When participants complete a survey through an external source link, they are now properly redirected back to their original source with a countdown timer
  • Better meeting reminders for late bookings — Meeting reminders are now sent even when bookings are made very close to the meeting start time, and the reminder message shows the actual time remaining instead of a generic message
  • Accurate task status checking — Study tasks are now properly verified during launch readiness checks, ensuring status information is accurate

Improvement

Calendar Links and Applicant Visibility Improvements

Participants can now join sessions directly from calendar reminders, and project owners can see all applicants including those with incomplete profiles.

Improvements

  • Calendar event deep-linking: Participants who click calendar reminders now land directly on the Join Session page instead of needing an extra click to view the booking. This makes it faster and easier to join scheduled meetings.

  • All applicants visible in interests list: Project owners can now see all applicants in the interests list, including those who haven’t yet completed their profiles. This gives you a fuller picture of who’s interested in your opportunities.