Product updates, new features, and improvements to the CleverX platform.
Improvement
Plain-text invite emails and stability improvements
Invite emails now use plain-text format with personalized subject lines for better deliverability and user experience.
Improvements
Invite emails for screeners, surveys, and reminders now use plain-text formatting with personalized subject lines to improve clarity and deliverability
Fixed a timing issue that could cause service initialization failures on startup
Feature
Export analysis reports in Word and Markdown formats
Researchers can now export study analysis reports as Word documents and Markdown files in addition to PDF and CSV.
New Export Formats
Word (.docx) — Export your analysis as a fully-formatted Word document
Markdown (.md) — Export your analysis as Markdown for easy sharing and integration with other tools
Both formats support all survey and interview analysis types with complete data coverage, matching the existing PDF and CSV export options. Select your preferred format from the export dropdown on any analysis report.
Feature
Voice input and improved applicant profiles
Added native voice input capability to the study builder and improved loading of applicant profile information.
New Features
Voice input in study builder: Researchers can now use voice input when creating studies, powered by native Web Speech API support
Improvements
Enhanced applicant profiles: Applicant detail panels now load complete profile information for a more comprehensive view
Improvement
Schedule tab messaging and sorting improvements
You can now send messages directly from the Schedule tab session dropdown, and sessions are now sorted to show the newest first.
Improvements
Send messages directly from the Schedule tab session dropdown without leaving the page
Schedule tab now displays sessions in newest-first order for easier navigation
Feature
AI interview duration warnings and BYOA incentive support
Added duration warnings for AI interviews, BYOA incentive management, credit breakdown display, and study brief export capability.
New Features
AI Interview Duration Warnings: Tiered warning callouts now appear when setting AI interview duration:
16-20 minutes: soft nudge suggesting a shorter duration
Over 20 minutes: strong warning about potential length and cost impact
BYOA Incentive Support: Optional incentive field for “bring your own audience” participants to specify custom incentives outside of CleverX’s panel management
Credit Breakdown Display: Clear visibility into credit costs across recruitment channels with balance and shortage warnings
Study Brief Export: Download a formatted study document from your study sidebar that includes all study details, recruitment settings, screeners, questions, tasks, and AI moderator configuration
Improvements
Fixed credit cost display to accurately show cost per participant response
Applicants tab now appears only when there are actual study applicants (no longer shows empty tab)
Improved AI study builder recommendations with suggested 10-20 minute durations for AI interviews
Fix
Fixed payment amount formatting in video call emails
Video call participation emails now correctly display payment amounts with currency formatting.
Bug Fixes
Fixed payment amount formatting in video call invitation emails to properly display currency symbols
Feature
Video Interview Rescheduling and Support Menu
Participants and researchers can now reschedule video interviews with flexible slot selection, and a new Support menu provides easier access to help.
New Features
Video interview rescheduling: Participants can reschedule their interviews by selecting from available time slots. Researchers can offer 1-3 alternative time slots to participants, who can accept or decline.
Support menu: A new “Support” option in the user avatar dropdown menu provides quick access to help resources.
Improvements
Removed the floating chat bubble that was overlapping buttons on profile edit screens — support is now accessible via the dropdown menu instead.
Fixed online status display that was showing duplicate text.
Improved voice preview error messages to display more helpful information when audio issues occur.
Bug Fixes
Fixed memory leaks in online status tracking by properly cleaning up event listeners.
Fixed audio generation to properly handle and report errors instead of silently failing.
Improvement
Real booking availability and improved incentive flexibility
Booking previews now show real available slots, and BYOA studies can launch with $0 payouts while B2C panel studies get duration-scaled incentive floors.
Features & Enhancements
Real booking availability preview: Study previews now display actual available participant booking slots instead of mock data, giving you an accurate view before launch
$0 payout for BYOA studies: Bring-your-own-audience studies can now launch with no incentive payout requirement
Duration-scaled incentive floors for B2C panel studies: Incentive minimums now scale based on study duration rather than using flat rates
Improvements
Fixed all-day event handling: Calendar views now properly respect your setting to ignore all-day events when showing available slots
Mobile layout fix: Removed overlapping footer links on mobile devices for better navigation
Improvement
Video interview analysis and billing improvements
Fixed video interview analysis display, improved invoice PDF generation, and enhanced payout status visibility.
Improvements
Video interview analysis: Fixed the Summary tab to properly display interview-specific statistics (Sessions, Duration, Pain Points, Needs) instead of survey stats. Participant names now display correctly in the Quotes tab and other analysis sections.
Billing & wallet page: Redesigned the billing and wallet overview page for a clearer, more user-friendly experience.
Invoice PDF downloads: Improved reliability and consistency of invoice PDF downloads across different browsers and devices. Invoice PDFs now download reliably for all invoice types.
Payout status display: Fixed the Activity tab in payouts to properly show accurate payout status instead of displaying “Pending” for all transactions.
Study drawer UI: Enhanced the study drawer interface with improved header layout, consolidated cards, and better LinkedIn verification display.
Behind the Scenes
Optimized database queries for faster performance when loading platform statistics.
Improvement
Invoice and participant verification improvements
Improved invoice generation timing and enhanced participant verification workflows for studies with manual approval.
Improvements
Invoice generation timing: Invoices are now generated when you accept a participant, not when they complete screening. This gives you more control over the billing process.
LinkedIn verification for manual studies: For studies where auto-invite is disabled, participant LinkedIn profiles are now automatically verified in the background and stored with screening responses. This helps streamline manual review workflows.
Invoice detail view: The invoice detail drawer has been redesigned for better clarity and usability.