Changelog

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

Improvement

Survey improvements and fixes for better responses

Enhanced survey question display with improved handling of piped selections and "Other" options, plus fixes for participant feedback collection.

Survey Question Improvements

  • Piped selections now display as a list for better readability
  • “Other” option now appears in its own dedicated space within survey questions
  • Fixed issues with participant survey feedback collection to ensure accurate responses are captured

Feature

Study Preview and Zoom Integration Updates

Restored Zoom availability in study creation and added the ability to share preview links for pre-live studies.

New Features

  • Zoom in Study Creation: Zoom is now available again when creating new studies
  • Preview Link Sharing: Researchers can now generate and share preview links for studies before they go live, allowing participants to see what the study looks like without joining

Bug Fixes

  • Survey Carry-Forward: Fixed an issue where carried survey questions would incorrectly display an empty “None” option

Feature

Advanced survey logic and conditional display

Researchers can now build surveys with advanced logic including conditional visibility, piped text, and dynamic question groups.

New Survey Features

  • Build and preview surveys with advanced logic and conditional rules
  • Use answers from earlier questions to personalize later questions
  • Create hidden question groups that show or hide based on responses
  • Reference answers from previous questions in text blocks and follow-up questions
  • Set up counting rules to tally responses and adjust survey flow accordingly

Fix

Calendar connection reliability improvements

Fixed issues with Outlook and Google calendar connections that were causing failed authentication and missing session events.

Calendar Connection Fixes

  • Fixed Outlook and Google calendar connection issues that were returning errors instead of displaying helpful failure messages
  • Improved reliability of Outlook calendar synchronization by cleaning up stale connections and properly tracking session events
  • Enhanced error reporting so you can see why a calendar connection attempt failed

Improvement

Study rule editing and improvements

You can now edit study rules after launch with better controls and the ability to duplicate studies more easily.

Study Management

  • Edit rules after a study has launched, with improved controls for managing rule changes
  • Lock rules to prevent accidental modifications
  • Get confirmation prompts before skipping rules
  • Duplicate studies to quickly create new research projects based on existing ones

Other Improvements

  • Enhanced study settings and configuration options

Feature

Enhanced table questions with exclusive options and rules

Table questions now support exclusive None options, renameable Other rows, and row-level rules for more flexible survey design.

New Features

  • Exclusive None option: Table questions now support an exclusive None option that researchers can configure
  • Renameable Other row: The Other row in table questions can now be renamed to better match your survey context
  • Grid row rules: Apply rules at the row level in table questions for more control over response validation

Bug Fixes

  • Fixed an issue where flagging a row as “Other” would incorrectly enable the question’s Other toggle

Fix

Fixed screener-only card status display

Screener-only study cards no longer incorrectly show as pending payouts.

Bug Fixes

  • Screener-only study cards no longer display as having pending payouts, which was confusing participants about their actual earnings status

Feature

AI Interview Participant Screens and Call Features

Participants can now access and participate in AI interviews with new participant-facing screens and improved call functionality.

New Features

  • Participant screens and interface for AI interviews, enabling researchers to conduct interactive AI-powered interviews with study participants
  • Improved welcome experience and call functionality to support smoother interview workflows

Bug Fixes

  • Fixed security issues in AI interview call routes to ensure proper access controls and data protection

Improvement

Improved audience newsletter consistency

The "Newsletter — all" audience list now stays automatically synchronized with the latest participant data.

Improvements

  • Newsletter audience lists are now kept up to date automatically, ensuring you always reach the correct set of participants when communicating with your audience

Feature

AI tools integration and AI interview improvements

Connect your favorite AI assistants directly from CleverX with a new AI tools page, plus enhanced AI interview moderator controls and better work preservation.

AI Tools Integration

  • Connect Claude, ChatGPT, and Claude Code directly to CleverX
  • Manage API keys and permissions from a new Settings page
  • Use your connected tools within the platform

AI Interview Improvements

  • Enhanced AI moderator drawer with save, undo, and accessibility improvements
  • Try interview scenarios yourself before running with participants
  • Topic files now display as thumbnails for easier navigation
  • Fixed issues with unsaved work being lost in interview drawers

Other Fixes

  • Improved report handling in study management