Product updates, new features, and improvements to the CleverX platform.
Feature
External incentive mode support for direct researcher payouts
Researchers can now run studies where they pay participants directly outside the platform, with clear participant communication and payment tracking.
New Features
External incentive mode for studies: Researchers can now create studies where they handle participant payments directly, outside of CleverX. When using this mode, participants see clear messaging that “Your incentive will be paid by the researcher directly” and are notified once payment is complete.
Improved payment status tracking: The platform now tracks external payment status and keeps participants informed of their payment status throughout the study completion process.
Improvements
Grid question interaction: Enhanced user experience for table-based questions with better cell interaction and overflow handling.
Feature
Video diary clips and Wave 1 simulation features
Added per-question highlight clips for video diaries, combined recording downloads, and a new suite of simulation tools including persona chat, research uploader, discussion guide editor, and persona roster editor.
Video Diary Enhancements
Combined recording downloads: Download a single combined video file instead of separate camera and screenshare videos. The browser streams the file directly to disk for faster, easier access.
Per-question highlight clips: Automatically generated clips extracted from your recording for each individual question. Browse and download question-specific segments without managing the full video.
Wave 1 Simulation Tools
New capabilities for setting up and running simulated research studies:
Persona chat: Chat with study personas in-character after your simulation session ends. Interactions are metered through your interaction pack and billed if you exceed available credits.
Prior research uploader: Upload research documents to ground your simulation personas in real, relevant context.
Discussion guide editor: Create and edit discussion guides with AI-powered generation to guide your simulation before launch.
Persona roster editor: Customize individual persona attributes and regenerate personas before running your study.
Persona detail drawer: View detailed persona information during your simulation session.
Interaction credits bar: Track your interaction pack usage in real-time across chat, surveys, and group features.
Improvement
Moderator scheduling fixes and study launch flexibility
Fixed stale moderator status displays in the scheduling editor and now allow launching moderated studies without assigned moderators.
Improvements
Fixed stale moderator status badges — The scheduling editor now correctly updates moderator availability badges when you change your “Available as Moderator” setting in your profile, so you’ll always see current information.
More flexible study launches — You can now launch moderated studies even if no moderators are currently assigned, giving you more control over when to bring moderators online.
Feature
Enterprise plan support for custom-contract customers
Enterprise customers now have a dedicated billing experience with read-only access and flexible credit configurations managed by CleverX.
New Features
Enterprise plan framework: Custom-contract customers (like JetBrains) now have access to a dedicated enterprise plan structure with flexible credit and seat management options
Read-only billing interface: Enterprise customers see a CleverX-managed plan card instead of standard billing controls, providing a simplified view of their subscription
Improvements
Enterprise plans now support flexible credit configurations, including plans with no per-cycle credits when handled through alternative methods like wallet top-ups or manual billing adjustments
Fix
Removed broken research links from footer
Fixed broken links in the footer and simulated research page that were leading to non-existent pages.
Bug Fixes
Removed non-functional research links from the footer and simulated research landing page that were leading to blank pages
Improvement
Moderator scheduling and availability improvements
Enhanced moderator scheduling with clearer availability status indicators and fixes to how availability is calculated and displayed.
Moderator Scheduling Updates
Study owners can now toggle themselves on and off the moderator list for their own studies
Global availability status now shows as a warning when adding moderators, rather than being silently ignored
Availability indicators are now context-aware, showing whether a moderator has default availability (9-5 business hours), has opted out, or is unavailable for a specific study
Fixed handling of per-study availability settings so that moderators marked as unavailable for a specific study are properly recognized as unavailable (rather than falling back to global settings)
Feature
New simulated research landing page and video response improvements
Launched a redesigned simulated research landing page and simplified video response questions with enhanced media handling.
Features bold hero section, competitive comparison, and interactive elements
Includes real-world example with step-by-step research pipeline demonstration
Clear explanation of how simulated research differentiates from traditional methods
Simplified Video Response Questions
Streamlined question editor with just question text and media upload (no type selection needed)
New drag-and-drop media uploader supporting images, video, and audio files
Pre-screen phase before recording with camera and privacy tips
Support for up to 5 media files per question
Improvements
Video Response Media Gallery
New media gallery component for researchers to view and manage participant media
Shows media count in question headers for quick overview
Improved contrast and spacing in the editor interface
Participants can view all media types (images, videos with manual play controls, and audio)
Feature
Team collaboration tools in study builder
Researchers can now see team members and send messages directly from the study builder.
Team Collaboration Panel
View all team members and their roles in a slide-out panel
Send messages to team members with message templates and dynamic variable substitution
Collapse/expand the message compose section for a cleaner workspace
Quick Study Sharing
Copy study link with a single click from the study builder header
Visual confirmation when link is copied to clipboard
Team Member Display
See active team members with an overlapping avatar stack in the builder header
Click avatars to open the full collaboration panel
Feature
Redesigned authentication flows with new code-based verification
Authentication flows have been completely redesigned with a new role selector, streamlined signup process, and code-based email verification instead of verification links.
New Sign-Up Experience
Simplified signup flow: select your role first, then enter basic information
Email verification now uses a 6-digit code sent to your inbox instead of clicking a verification link
Auto-complete your profile and head straight to the dashboard after verification
Improved Login
Login now remembers and highlights your last-used sign-in method (Google, LinkedIn, or Email)
Faster access with one-click sign-in using your previously chosen method
Password Recovery
Updated forgot password and reset password pages with instant feedback on success or errors
No need to wait for confirmation — see results immediately
Visual Updates
Fresh, modern design across all authentication pages
Cleaner, more intuitive layout that guides you through each step
Fix
Team invite signup flow now works seamlessly
Fixed an issue where team invite links weren't properly recognized during signup, preventing new users from being automatically added to teams.
Bug Fixes
Team invite links now work correctly during the signup flow — when you sign up with an invite link and complete your profile, you’ll be automatically added to the team and taken to your team dashboard