Changelog

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

Fix

AI Study Builder No Longer Creates Instruction Tasks

The AI study builder has been updated to remove instruction tasks from the types of tasks it can create.

Bug Fixes

  • The AI study builder can no longer create instruction-type tasks, aligning with recent frontend updates to the study builder interface

Feature

Video Response task type and billing clarity improvements

Researchers can now create video response tasks for participants to submit video recordings, and billing information is clearer on the upgrade sidebar.

New Features

Video Response Task Type

  • Create video response tasks where participants can record and submit video answers
  • Researchers can set recording limits (max duration), allow retakes, enable camera switching, and configure file upload options
  • Write formatted task instructions with rich text editing, images, and embedded videos
  • Participants can record videos directly in the platform and submit their responses
  • Dashboard displays and plays back participant video submissions
  • Support for both single-session and diary-mode (multi-task) studies

Improvements

Clearer Billing Information

  • Plan allocation labels now correctly show “Annual allocation” for yearly plans instead of “Monthly allocation”
  • Replaced unclear billing terminology with plain language (“Adjusted for your current billing cycle” instead of “Prorated for X days”)
  • Clarified credit addition language (“credits added to your balance today” for better clarity)
  • Removed inaccurate “Total credits after upgrade” calculation that could mislead researchers

Fix

Voice input and study setup bug fixes

Fixed voice input tooltip text and resolved critical bugs preventing study setup, including moderator removal and audio recording issues.

Bug Fixes

  • Clarified voice input tooltip: Updated the voice input button tooltip to accurately reflect the current functionality without outdated keyboard shortcut references
  • Moderator removal now persists: Fixed an issue where removed moderators would reappear after saving study settings
  • Audio recording behavior corrected: Fixed unintended audio auto-recording in chat that occurred when using voice input

New Features

  • Shared inbox with email threading: Added the ability to send follow-up emails and track participant replies directly within studies, including an email timeline view to see all communication history with each participant

Improvement

Updated subscription credits and fixed billing calculations

Fixed a bug where yearly subscription customers were receiving monthly credit amounts instead of their correct yearly amounts, and updated credit values across all subscription plans.

Improvements

  • Fixed yearly subscription billing — Yearly subscribers are now credited the correct yearly amount instead of the monthly fallback amount
  • Updated subscription credit values — Adjusted credit allocations across all subscription plans
  • Improved email accessibility — Invitation emails now support plain text format as an alternative to HTML, improving compatibility across different email clients

Bug Fixes

  • Fixed incentive card display for researcher-funded studies — the incentive card now hides correctly when there’s no incentive amount set, instead of showing “Free”

Improvement

Plain-text invite emails and stability improvements

Invite emails now use plain-text format with personalized subject lines for better deliverability and user experience.

Improvements

  • Invite emails for screeners, surveys, and reminders now use plain-text formatting with personalized subject lines to improve clarity and deliverability
  • Fixed a timing issue that could cause service initialization failures on startup

Feature

Export analysis reports in Word and Markdown formats

Researchers can now export study analysis reports as Word documents and Markdown files in addition to PDF and CSV.

New Export Formats

  • Word (.docx) — Export your analysis as a fully-formatted Word document
  • Markdown (.md) — Export your analysis as Markdown for easy sharing and integration with other tools

Both formats support all survey and interview analysis types with complete data coverage, matching the existing PDF and CSV export options. Select your preferred format from the export dropdown on any analysis report.


Feature

Voice input and improved applicant profiles

Added native voice input capability to the study builder and improved loading of applicant profile information.

New Features

  • Voice input in study builder: Researchers can now use voice input when creating studies, powered by native Web Speech API support

Improvements

  • Enhanced applicant profiles: Applicant detail panels now load complete profile information for a more comprehensive view

Improvement

Schedule tab messaging and sorting improvements

You can now send messages directly from the Schedule tab session dropdown, and sessions are now sorted to show the newest first.

Improvements

  • Send messages directly from the Schedule tab session dropdown without leaving the page
  • Schedule tab now displays sessions in newest-first order for easier navigation

Feature

AI interview duration warnings and BYOA incentive support

Added duration warnings for AI interviews, BYOA incentive management, credit breakdown display, and study brief export capability.

New Features

  • AI Interview Duration Warnings: Tiered warning callouts now appear when setting AI interview duration:

    • 16-20 minutes: soft nudge suggesting a shorter duration
    • Over 20 minutes: strong warning about potential length and cost impact
  • BYOA Incentive Support: Optional incentive field for “bring your own audience” participants to specify custom incentives outside of CleverX’s panel management

  • Credit Breakdown Display: Clear visibility into credit costs across recruitment channels with balance and shortage warnings

  • Study Brief Export: Download a formatted study document from your study sidebar that includes all study details, recruitment settings, screeners, questions, tasks, and AI moderator configuration

Improvements

  • Fixed credit cost display to accurately show cost per participant response
  • Applicants tab now appears only when there are actual study applicants (no longer shows empty tab)
  • Improved AI study builder recommendations with suggested 10-20 minute durations for AI interviews

Fix

Fixed payment amount formatting in video call emails

Video call participation emails now correctly display payment amounts with currency formatting.

Bug Fixes

  • Fixed payment amount formatting in video call invitation emails to properly display currency symbols