Changelog

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

Feature

Video tasks, AI moderator redesign, and task type picker

Added video diary and video interview support with a redesigned AI moderator editor and new task type picker for creating different study task types.

New Features

  • Task type picker — When creating a new task, you can now choose from multiple task types (Video diary, Prototype, Website, First-click, Card sort, Tree test, 5-second, and Preference) instead of creating a single default task type.
  • Video diary editor — New task type for collecting video responses from participants, with a redesigned interface organized by questions and response management.
  • Video interview support — AI Moderator can now conduct interviews in video format with enhanced camera and video controls for more engaging participant interactions.
  • AI Moderator editor redesign — Completely redesigned interface with improved organization (Interview Setup, AI Voice, Moderation Behavior, Discussion Guide, and AI Persona sections) and better visual formatting for topic management and AI persona configuration.
  • Multilingual AI moderator — AI Moderator now supports multiple languages for more inclusive research studies.

Bug Fixes

  • Fixed an issue where B2C studies would show “Location required” errors even after selecting countries, preventing study launch.

Improvement

Enhanced participant recruitment and filtering improvements

Improved recruitment filter experience with live catalog integration, audience estimation, and expanded filter options for both business and consumer research.

Recruitment Filters

  • Nested recruitment filter editing: Updated the recruitment editor with a cleaner nested interface for managing business-to-business (B2B) and business-to-consumer (B2C) filters, replacing the previous modal-based approach
  • Live catalog integration: B2C filters now connect directly to live participant catalogs with improved matching to ensure accurate filter results
  • Expanded B2B filters: Added new filter options for business research including company revenue, tools used, and additional custom requirements
  • Open-ended filter support: Researchers can now use more flexible, open-ended filters when defining their target audience

Audience Tools

  • Audience estimator: New real-time participant count estimates help you understand the size of your potential audience before launching research

Improvement

Better support for Prolific study routing

Surveys can now serve multiple Prolific studies more reliably, and participants with recoverable submission states can retry participation.

Improvements

  • Multiple Prolific studies per survey: Surveys can now be linked to multiple Prolific studies simultaneously. The platform uses the study ID from the participant’s link to verify their participation, with a fallback to the survey’s primary Prolific study for backward compatibility.

  • Recoverable submission retries: Participants whose Prolific submissions entered certain recoverable states can now retry the participation link. This helps participants who were previously blocked from completing the study due to submission state changes.

How it works

When a participant joins from Prolific, the platform checks:

  1. The study ID in their participation link (if present)
  2. The survey’s primary linked Prolific study (as a fallback)

This allows surveys to serve multiple Prolific studies without routing errors, while keeping legacy behavior intact for surveys with a single study link.


Improvement

AI Interview setup improvements and guide editor

Researchers can now set up AI interviews more smoothly with better mic testing, and structured discussion guides with AI-powered formatting.

New Features

  • Structured discussion guide editor — Replace free-form text with organized topic cards that let you manage topics, questions, and follow-up depth visually
  • Paste & Structure — Paste your raw discussion guide text and AI will automatically structure it into topics and questions for you
  • Inline duration estimator — See estimated interview length as you build your discussion guide
  • Mic testing on pre-screen — Participants can test their microphone and check permissions before joining an AI interview, catching audio issues upfront instead of mid-session

Improvements

  • AI interview pre-screen now displays a mic dropdown, live audio level meter, and real-time feedback so participants know their microphone is working
  • Start Interview button is disabled until microphone is confirmed working

Feature

Third-party participant recruitment via Sources

Platform now supports recruiting participants from external panels through a new Sources system with dedicated landing pages and LinkedIn sign-up integration.

New Features

  • Sources system: Researchers can now recruit participants from external panels using dedicated source links. Admins generate source-specific links per study that participants can access.
  • Participant landing flow: Participants arriving via a source link see a source-aware landing page where they can optionally fill out a contact form or sign up with LinkedIn.
  • Unified credential system: Participants sign up through the standard LinkedIn flow with automatic linking to the source, creating a seamless experience across the platform.
  • Works across all study types: The Sources feature is available for surveys, unmoderated studies, AI interviews, and all other study types.
  • Source attribution: Each participant recruited through a source is properly tracked and attributed to that specific source.

Bug Fixes

  • Fixed a critical issue where survey requests outside the Sources flow were causing database errors. The system now correctly handles participant tokens for source-recruited participants without affecting standard recruitment flows.

Fix

Quota slots freed from rejected responses

Responses rejected during review no longer hold quota slots, making them available for new participants.

Bug Fixes

  • Quota slot management: When a researcher rejects a response during review, the quota slot is now properly released and available for the next participant to join the study. Previously, rejected responses would hold onto quota slots even after rejection.

Feature

Free observer role with permissions and billing changes

Researchers can now invite observers to their team as a free role with restricted permissions for viewing studies and results without consuming paid seats.

New Features

  • Free observer role: Invite team members as observers at no cost. Observers can view studies and analysis results but cannot create or launch studies or generate analysis.
  • Observer permissions: The platform now clearly distinguishes observer capabilities from paid team member roles across all interfaces, including role permission modals and team invite forms.
  • Flexible role changes: Team members can be upgraded from observer to a paid role (with prorated charges) or downgraded from paid to observer roles.

Improvements

  • Cleaner participant identification: Participant names in bring-your-own-audience studies now display the full unique identifier instead of a truncated version, making it easier to identify participants for payouts and support.

Fix

Signup URL and session display improvements

Fixed signup route consistency and restored inline playback controls in session details while ensuring participant names display consistently across the platform.

Bug Fixes

  • Signup route standardization: Signup URLs are now all lowercase to prevent login failures with external auth providers. Old links and bookmarks to capitalized signup URLs will automatically redirect to the correct lowercase version while preserving your referral information.
  • Session playback and transcript: Restored inline video player and transcript viewer in session details, allowing you to scroll through the transcript and have the video jump to the relevant timestamp.
  • Consistent participant names: Participant names now display consistently across all sections of the platform, including the Sessions tab, session details, and participant lists.

Fix

Screener fixes and per-study incentive modes

Fixed screener completion issues where participants got stuck, and added the ability to configure incentive payment modes per study.

Bug Fixes

  • Screener stuck state resolved: Fixed an issue where participants who answered all screener questions but experienced a network interruption would get stuck on an empty “No screening questions found” screen. The screener now properly detects when all questions have been answered and completes automatically.

  • Screener branching finalization: Fixed screener branching logic that was leaving participants in an “Accepted” status indefinitely instead of properly completing their responses.

New Features

  • Per-study incentive modes: Research teams can now configure different incentive payment modes for each study, giving you more flexibility in how you structure compensation across your portfolio of research projects.

Feature

External panel participant support and booking improvements

Full integration for external panel participants from Prolific and Respondent.io, plus improvements to calendar event links and automatic qualification for panel studies.

New Features

  • External panel participant support: Researchers can now recruit participants directly from external panels like Prolific and Respondent.io. Panel participants experience a seamless flow matching the existing participant authentication system.
  • Automatic qualification for panel studies: When a B2C panel study has auto-invite enabled, participants who pass a 100% screener now automatically qualify and proceed directly into the study (or booking for moderated research), streamlining the recruitment workflow.

Improvements

  • Better calendar event handling: Calendar event links (“Add to Google” / “Add to Outlook”) on booking confirmation pages now point back to the booking page rather than participant-specific meeting URLs. This ensures the calendar entry remains valid even if the video conferencing platform changes, and reflects the actual meeting details participants will see when they click the link.