Changelog

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

Improvement

Email preferences and improved activity tracking

You can now manage your email notification preferences from your account settings, and study activity logs now show who made changes.

Improvements

  • Email notification preferences: A new Notifications tab in your account settings lets you control which emails you receive from the platform
  • Better activity tracking: Study activity logs now clearly show which team member made each change, making it easier to track who did what in your studies

Fix

Chat improvements and messaging fixes

Fixed chat messaging and account deletion handling to prevent chat breakage and ensure smooth communication.

Bug Fixes

  • Improved chat message box handling when the other participant deletes their account
  • Fixed chat issues that could occur during permanent account deletion

Fix

Survey analysis and billing fixes

Fixed survey rendering for all question types, study analysis recovery, and billing consistency for subscription renewals.

Bug Fixes

  • Survey questions now render correctly for all question types, including proper attribution of quote authors
  • Study analyses that were interrupted during generation can now be recovered and completed
  • Subscription invoices are now generated consistently for all renewals, regardless of credit status
  • Fixed data integrity issues with inbound applicant tracking for survey requests

Feature

Participants now have their own settings page

Participants can now access their own dedicated settings page to manage their preferences and account.

New Features

  • Participants now have access to their own settings page where they can manage their preferences and account settings

Fix

Calendar permissions and study cloning fixes

Fixed calendar permission handling when participants decline access and improved reliability of study cloning and interview completion.

Bug Fixes

  • Participants now receive clearer feedback when they decline calendar access permissions
  • Fixed calendar booking to require proper write access permissions
  • Improved survey cloning to ensure all study fields, question sets, sources, and documents are properly copied as drafts
  • Fixed interview completion tracking to properly finalize when sessions end
  • Fixed document routing to correctly apply skip-logic rules during study execution

Fix

Study pause handling and external refund improvements

Improved how paused studies are displayed to participants and fixed refund handling when studies are refunded externally.

Bug Fixes

  • Participants can now see paused studies and receive accurate status updates about study state
  • Fixed participation continuation on paused studies
  • Refund breakdown is now hidden when a study has been refunded externally, preventing confusion about payment status

Feature

Number input questions now available in surveys

Researchers can now add number input questions to surveys and screeners, enabling collection of numeric responses from participants.

New Features

  • Number input questions are now available as a question type when creating surveys and screeners
  • Study agents can create and manage number input questions through the AI builder

Improvements

  • Updated prototype editor interface for better alignment with design specifications

Fix

Fixed survey response display and analytics issues

Fixed several bugs affecting how survey responses and analytics are displayed and exported, including proper handling of rating scale and number questions.

Bug Fixes

  • Rating Scale and Number questions now display correctly on the Responses tab
  • Survey analytics now properly aggregate and display rating scale and number question responses
  • Fixed an issue where answers were incorrectly dropped when a question type was changed
  • Corrected CSV export permissions and cleaned up participant column data in exports

Improvement

Improved recruitment targeting and survey navigation

Better geographic targeting for recruitment campaigns and more reliable survey navigation for participants.

New Features

  • Search and select countries, states, and cities in recruitment targeting instead of typing them manually

Improvements

  • Enhanced survey preview to show “Other” options correctly
  • Improved character limit display in survey questions
  • Better validation of branching rules in screeners to prevent unintended logic overwrites

Bug Fixes

  • Fixed survey navigation (Back button) to properly respect skip logic rules
  • Corrected multi-select question handling in survey gating and branching
  • Fixed resume functionality for branched surveys to resume at the correct location

Improvement

Improved screener accuracy and source targeting

Fixed screener participant counting and added live incentive preview for recruitment campaigns with improved source targeting.

Bug Fixes

  • Fixed screener counting to accurately include all participants who passed the screener criteria

New Features

  • Added live preview of incentive amounts when setting up recruitment campaigns
  • Source targeting now uses CleverX’s own targeting taxonomy for more control and consistency