Product updates, new features, and improvements to the CleverX platform.
Feature
Survey Response Tab in Pipeline Drawer
Researchers can now view individual survey responses for each participant directly in the pipeline drawer.
New Features
Added a per-participant Survey response tab to the pipeline drawer, making it easier to review individual responses without leaving the pipeline view
Improvement
Moderator requirements and auto-invite improvements
Moderated studies now require at least one active moderator, and participants who pass screeners are automatically invited.
Moderated Study Improvements
Require at least one active moderator: Moderated studies now enforce that at least one moderator must be active before launch. You can no longer remove or deactivate the last active moderator, preventing broken participant booking.
Improved scheduling editor UI: The scheduling and availability editor has been refreshed with a cleaner, more polished design while maintaining all advanced features like multi-slot scheduling and timezone support.
Participant Auto-Invite
Automatic invitations for screener passers: Participants who pass screeners in “Bring Your Own Audience” studies are now automatically invited to participate.
Improvement
Survey Response Management and Data Export Improvements
You can now undo rejected survey responses and download filtered data with better handling of your current filters.
New Capabilities
Undo rejected responses: You can now revert rejected survey responses back to waiting status, allowing you to reconsider and re-process them if needed.
Improved data export: Data downloads now properly reflect any filters you’ve applied, ensuring you export exactly the subset you’re looking at.
Improvement
Participant bookmarking, study loading, and data security improvements
Restored the ability to save participants to lists from search and browse pages, fixed study loading race conditions, improved participant data security on shared links, and added member export for groups.
New Features
Export group members: Researchers can now export a list of active group members as a spreadsheet, including contact information and location data, with the same access controls as the group itself.
Improvements
Bookmark participants again: Restored the bookmark icon on participant cards in search and browse pages, allowing researchers to quickly save participants to lists without navigating away.
Participant link reliability: Fixed an issue where participants revisiting a shared study link would see an error if they had logged out, even though they already had an active session for that study.
Source link security: Added a safeguard to prevent logged-in users from accidentally accessing another participant’s data when opening a shared study link.
Bug Fixes
Study loading stability: Fixed a race condition on the participate page that could leave the study in an error state and require a manual refresh, especially on source-link landings.
Fix
Fixed session filtering and display issues
Fixed multiple issues with how sessions are displayed and filtered in projects, including proper handling of cancelled sessions and duplicate entries.
Bug Fixes
Fixed the Sessions tab to properly filter out cancelled sessions
Resolved duplicate session entries so only the newest session per participant is shown
Fixed session visibility for client-rejected interviews
Restored recruitment identity information when reinviting participants, allowing re-takes to work properly
Improvement
Pricing lock implementation and video diary refinements
Added per-subscription pricing locks with updated rates and removed unnecessary redirect URL field from video diary tasks.
Improvements
Pricing updates: Implemented per-subscription pricing locks with current rate display
Video diary task editor: Removed unnecessary “Redirect URL” field and refined instruction editor formatting to match design specifications
Improvement
Improved participant filter organization and accuracy
Restructured how participant filtering works to use clearer field organization and ensure more accurate demographic targeting.
Improvements
Better filter structure: Participant filters now use direct field organization (location, age, gender, ethnicity, education, income, employment status, interests, and behaviors) instead of a nested array format, making it easier to manage recruitment criteria
More accurate targeting: Demographic filters like ethnicity and income are now resolved in real-time to ensure they match current panel availability and reduce targeting mismatches
Fix
Auto-invite loop fix and screener improvements
Fixed a bug where auto-invited participants got stuck in a loop when trying to start a screener, and improved screener response handling and distribution source limits.
Bug Fixes
Fixed auto-invited participants getting stuck in a Start-button loop on the screener page. They can now proceed to the next step without needing to refresh.
Improvements
Improved handling of response distribution across multiple sources with better limit management and filtering.
Enhanced screener response tracking and administration capabilities.
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