Changelog

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

Fix

Improved group member validation

Fixed an issue where invalid members could be added to groups by adding proper validation checks.

Bug Fixes

  • Fixed a validation issue that could allow invalid members to be added to groups. The system now properly validates member information before adding them.

Fix

Email and Survey Invitation Fixes

Fixed email unsubscribe handling and survey invitation issues to improve reliability of platform communications.

Bug Fixes

  • Fixed unsubscribe alerts for email recipients who don’t have an account
  • Resolved issues with inviting audiences to surveys
  • Improved email opt-out synchronization

Improvement

Email preferences and notification improvements

Researchers can now manage their email notification preferences in settings and control marketing communications.

Improvements

  • Added a Notifications tab in Settings where researchers can control email preferences
  • Improved screening logic to properly generate demographic screener questions
  • Fixed an issue where study sessions were incorrectly logged without proper client identification

Bug Fixes

  • Resolved a problem where demographic-based questions in studies were not producing screeners

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