Changelog

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

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

Improvement

Ask Dock conversation persistence and study builder fixes

The Ask Dock now preserves conversations when you reload the page, and study builder suggestion chips have been fixed to provide more accurate recommendations.

Improvements

  • Ask Dock persistence: Your Ask Dock conversations now stay available when you reload the page, allowing you to continue where you left off
  • Study builder suggestions: Fixed suggestion chips in the study builder to provide more reliable and accurate recommendations

Fix

Improved timing handling for participant tasks

Participants no longer experience timing constraints, hard stops, or forced waits during tasks, creating a more flexible and natural experience.

Bug Fixes

  • Removed timing restrictions that previously imposed hard stops and forced waits on participants during task completion
  • Fixed timer handling to provide a more natural, unrestricted experience for participants working on research tasks

Fix

Fixed disqualification logic in study screening

Corrected how disqualification rules are applied during participant screening to ensure only actual rejections trigger the disqualification tag.

Bug Fixes

  • Fixed disqualification tagging to only apply when answers are explicitly set to reject
  • Corrected screening logic to properly evaluate disqualification rules based on participant responses
  • Improved accuracy of participant eligibility assessment during the screening process

Improvement

Screener fixes and roster filtering improvements

Enhanced screener logic and improved roster management with approval tracking and progress filtering.

Improvements

  • Screener Logic Refinements: Fixed screener answer handling to prevent responses after verdicts are reached, improved number comparison accuracy in rules, and ensured proper rule evaluation for all participant responses
  • Clearer Screener Interface: Updated answer and rule wording in the screener preview to make instructions more understandable
  • Roster Management: Added approval tracking cards to show items awaiting your review, quick filters for in-progress studies, and participant progress timeline visualization
  • Navigation Updates: Removed Methods from the navbar and footer for a cleaner interface

Feature

AI interviews now support images and videos

Researchers can now include images and videos as stimulus materials in AI interview questions.

New Features

  • AI interview stimulus materials: Add images and videos to AI interview questions to provide context and richer stimulus to participants

Bug Fixes

  • Fixed refund calculations to exclude slots that were never paid for
  • Improved accuracy of analysis summaries by validating percentage calculations against their source data

Fix

Team invite and signup flow fixes

Fixed issues where invited teammates could encounter dead-end states or signup conflicts when joining teams.

Bug Fixes

  • Team invite states: Fixed an issue where team invitations would reach a dead-end when email addresses didn’t match, now properly showing the different-email state so users can proceed
  • Invited teammate signup: Fixed a conflict preventing invited teammates from signing up when using a browser linked to another account

Feature

AI-moderated and 1:1 video case studies now available

Researchers can now conduct anonymized video case studies using AI-moderated conversations and direct 1:1 interviews with participants.

New Features

  • AI-moderated and 1:1 video case studies: Conduct 20 anonymized video case studies with both AI-moderated conversations and direct 1:1 video interviews with participants

Improvements

  • Video platform availability has been optimized for better reliability

Fix

Bug fixes and platform updates

Fixed notification handling issue and updated Zoom integration availability.

Bug Fixes

  • Fixed an issue with notifications that could cause errors when processing certain stored data

Changes

  • Updated Zoom availability in study creation

Fix

Call stability and security improvements

Fixed issues with call joinability, reschedule handling, and prevented unintended incentive refunds for gifted responses.

Bug Fixes

  • In-progress calls now remain joinable and display refused reschedule information correctly
  • Fixed an issue where incentives were being refunded for gifted responses
  • Resolved token and participant data leaks in moderator no-show scenarios