Product updates, new features, and improvements to the CleverX platform.
Improvement
BYOA participant recruitment now easier to use
Bring Your Own Audience (BYOA) recruiting is now automatically enabled when you add participants to live studies, with clearer UI guidance throughout the process.
Improvements
BYOA section always visible — The BYOA option now appears in the Add More panel even before it’s enabled, so you can see your options upfront
Helpful info banners — When BYOA isn’t active yet, a banner explains that adding participants will enable it
Automatic enablement — BYOA is now automatically enabled in the background when you add your first participants, no separate setup step needed
Better feedback — You get a success message when BYOA is first enabled, directing you to the Distribution tab to manage your participants
Clearer billing labels — Updated cost display in the billing card with more helpful labels and tooltips
Direct messaging — You can now send messages to individual participants from the Messages sidebar, making communication easier
Bug Fixes
Fixed visual stacking issues with the Add More panel overlay
Improved accessibility with proper ARIA labels for screen readers
Improvement
Study pricing updates and survey question fix
Updated study credit pricing across the platform and fixed an issue with deleting survey questions when study types are changed.
Improvements
Updated study credit pricing — Study credit pricing has been updated to reflect new BYOA, B2C, and B2B pricing tiers across the platform
Bug Fixes
Fixed survey question deletion — Resolved an issue where deleting survey questions would fail after changing a study type from survey to another type (e.g., unmoderated study)
Fix
Recording downloads, invoices, and screener improvements
Fixed recording downloads and invoice management, improved screener generation flexibility, and fixed authentication page redirects for logged-in users.
New Features
Screener flexibility: Allow screener regeneration with 1 or fewer existing questions, giving you more flexibility to update your screening criteria
Bug Fixes
Recording downloads: Fixed video and voice recording downloads that weren’t working properly
Invoice management: Fixed broken invoice download functionality and replaced it with a clickable invoice detail panel for better access to billing information
Authentication redirects: Logged-in users visiting password reset or role selector pages are now properly redirected to the dashboard
LinkedIn verification: Fixed a technical issue where verification events were firing incorrectly when verification data was incomplete
Improvement
Improved date handling and LinkedIn verification tracking
Fixed date-related queries to use current dates and added analytics tracking for LinkedIn verification flows.
Improvements
Better date handling in search: Queries using relative dates like “last 3 months” or “this month” now correctly use the current date instead of outdated references
Enhanced Analytics
LinkedIn verification tracking: Added detailed tracking of the LinkedIn verification process, including when researchers view participant verification cards, verification outcomes (approved/rejected), and any verification overrides or retries
Improvement
Study dashboard navigation and booking improvements
Enhanced the study dashboard with improved responsive navigation and redesigned the booking experience with a better layout.
Improvements
Implemented responsive three-tier navigation for the study dashboard that adapts to different screen sizes
Redesigned the booking page with an improved 3-column layout for better usability
Added Platform field to the Scheduling card on the calendar tab for clearer session details
Fixed scheduling save payload to ensure platform information is captured correctly
Fix
Study builder filtering now works without API setup
Fixed errors when filtering study participants in environments without external API credentials configured.
Bug Fixes
Study builder filtering (industries, job titles, and other participant filters) now works gracefully when external API credentials are not configured, instead of displaying error messages
Feature
Video provider selection and auto-qualification improvements
Researchers can now choose between multiple video providers (CleverX, Zoom, and Google Meet) when scheduling sessions, and qualified participants are automatically marked as auto-qualified.
New Features
Multiple video provider options: When scheduling sessions, you can now select from CleverX, Zoom, or Google Meet as your preferred video platform
Auto-Qualified badge: Participants who are automatically qualified based on screening criteria now display an “Auto-Qualified” badge, making it easier to identify them in participant lists
Improvements
Video provider selection fixes: Improved reliability when saving video provider preferences during study setup
More participants auto-qualify: The auto-qualification formula has been updated to qualify more participants based on their screening responses, reducing manual review work
Improvement
Integration UI improvements and security fixes
Improved the integration management interface with clearer button styling and fixed UI issues in dialogs and sidebars.
Improvements
Integration buttons: Connect and Disconnect buttons now use more distinct visual styles to make actions clearer
Profile Visibility dialog: Fixed broken overlay that was appearing behind other elements — the dialog now displays as a properly centered modal with backdrop
Integrations page styling: Updated the visual appearance of integration controls for better clarity
Participant sidebar: Cleaned up the sidebar layout for participant role users by hiding workspace and team information
Bug Fixes
Fixed dialog overlay positioning issues that prevented proper interaction with modal dialogs
Resolved integration page styling inconsistencies
Feature
Venmo withdrawal option now available
US users can now withdraw earnings via Venmo as an alternative payout method.
New Features
Venmo payouts for US users: Withdraw your earnings directly to Venmo with the same 4% fee as PayPal transfers. This option appears in your withdrawal settings when available in your region.
Improvement
Expert profiles now require login to view
Expert profile pages are now only accessible to logged-in users, and the pricing page now correctly displays yearly credit amounts when switching between monthly and annual billing.
Security & Privacy
Expert profile pages are now only accessible to authenticated users, preventing public access to profile information
Improvements
Pricing page now correctly updates credit display amounts when switching between monthly and annual billing: