Changelog

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

Improvement

Chat messaging now limited to moderated studies

Chat messaging is now available only for moderated research studies, preventing accidental communication in non-moderated study types.

Chat Improvements

  • Chat messaging functionality is now restricted to moderated studies only
  • Participant message actions are hidden in non-moderated study types
  • This prevents unintended communication channels outside of moderated environments

Improvement

Google Drive and Notion integration improvements

Google Drive and Notion import and export functionality is now faster and more reliable with direct integration.

Improvements

  • Enhanced Google Drive and Notion integration with direct import and export capabilities
  • Improved performance and reliability for cloud storage connections

Improvement

Updated Starter and Pro plan pricing structure

Starter and Pro plans no longer include bundled credits.

Changes

  • Removed bundled credits from Starter and Pro subscription plans
  • Pricing structure updated across the platform

Fix

Fixed study cloning attribution tracking

Corrected how participant attribution is tracked when studies are cloned, ensuring accurate reporting of where participants came from.

Bug Fixes

  • Fixed an issue where participant attribution tracking was not working correctly for cloned studies

Feature

Participant booking system and experience improvements

Launched participant booking system V1 with calendar scheduling, reminders, and rescheduling capabilities.

New Features

  • Participant booking system: Researchers can now book and manage participant availability with an improved calendar interface
  • Booking management: Participants can reschedule or cancel bookings through dedicated links
  • Reminders: Automatic reminders are sent to participants for scheduled sessions
  • Host information: Participants receive host details and context for their bookings
  • Deep linking: Shareable booking links with improved navigation and brand consistency

Bug Fixes

  • Fixed reminder delivery for survey requests to ensure reminders are only sent when an expert is assigned
  • Improved data handling for invoice generation and related survey request information

Improvement

Studies go live immediately after payment

Studies are now live and recruiting participants right away when payment is processed, eliminating any delays.

Improvements

  • Studies now go live immediately after payment is processed, allowing researchers to start recruiting participants without waiting for additional verification or approval steps

Feature

Calendar booking and task editor improvements

Participants can now connect their calendar to book moderated sessions, and researchers can configure capture and redirect settings per task.

Participant Calendar Booking

  • Participants can now connect their Google or Outlook calendar before booking a moderated session
  • Calendar events are automatically created in the participant’s own calendar when they book
  • Participants receive email reminders and can see exactly when the join link unlocks (30 minutes before the session)
  • Reschedule and cancel actions automatically sync with the participant’s calendar
  • This applies to both in-platform participants and anonymous participants from external sources

Task Editor Redesign

  • Website and Prototype task editors have been redesigned with an improved interface
  • Researchers can now configure capture settings (screen, audio, and camera) for individual tasks
  • Researchers can set optional redirect URLs to send participants to a custom page after task completion

Bug Fixes

  • Fixed an issue where meeting reminder emails were not being sent to participants
  • Fixed a privacy issue where anonymous participants’ real names could appear on researcher-facing surfaces
  • Improved security for researcher account authorization
  • Fixed the “Back to study” link appearing in booking previews where it shouldn’t

Fix

Video-diary task navigation and image loading improvements

Fixed a bug where the submit button would show a loading spinner indefinitely when moving between multiple video-diary tasks, and improved image loading performance when using the AI builder.

Bug Fixes

  • Multi-task video-diary navigation: Fixed an issue in studies with multiple video-diary tasks where the submit button on follow-up questions would remain in a “submitting” state after completing the first task. Participants can now seamlessly advance through tasks without needing to refresh the page.

Improvements

  • Faster image loading in AI builder: Images attached to video-diary questions through the AI builder chat now load more efficiently, providing a smoother experience for both researchers and participants viewing those questions.

Fix

AI builder now saves in-context questions

Fixed an issue where the AI study builder appeared to successfully add in-context questions to website tasks, but the questions weren't actually saved and didn't appear in the study.

Bug Fixes

  • Fixed a bug in the AI study builder where adding in-context questions to website tasks would show as successful but the questions would not persist or appear in the editor or when running the study

Improvement

Faster diary media loading and AI media attachments

Diary prompt images now load faster, and the AI study builder can correctly attach media to video-diary questions.

Improvements

  • Faster diary media loading — Diary prompt images now load more quickly through optimized client-side processing and intelligent caching strategies, reducing wait times for participants viewing video-diary tasks
  • AI builder media attachments — The AI study builder can now correctly attach media files to video-diary questions, ensuring images and other assets render properly in prompts instead of appearing as plain text