Product updates, new features, and improvements to the CleverX platform.
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
Improvement
Better support for Prolific study routing
Surveys can now serve multiple Prolific studies more reliably, and participants with recoverable submission states can retry participation.
Improvements
Multiple Prolific studies per survey: Surveys can now be linked to multiple Prolific studies simultaneously. The platform uses the study ID from the participant’s link to verify their participation, with a fallback to the survey’s primary Prolific study for backward compatibility.
Recoverable submission retries: Participants whose Prolific submissions entered certain recoverable states can now retry the participation link. This helps participants who were previously blocked from completing the study due to submission state changes.
How it works
When a participant joins from Prolific, the platform checks:
The study ID in their participation link (if present)
The survey’s primary linked Prolific study (as a fallback)
This allows surveys to serve multiple Prolific studies without routing errors, while keeping legacy behavior intact for surveys with a single study link.
Improvement
AI Interview setup improvements and guide editor
Researchers can now set up AI interviews more smoothly with better mic testing, and structured discussion guides with AI-powered formatting.
New Features
Structured discussion guide editor — Replace free-form text with organized topic cards that let you manage topics, questions, and follow-up depth visually
Paste & Structure — Paste your raw discussion guide text and AI will automatically structure it into topics and questions for you
Inline duration estimator — See estimated interview length as you build your discussion guide
Mic testing on pre-screen — Participants can test their microphone and check permissions before joining an AI interview, catching audio issues upfront instead of mid-session
Improvements
AI interview pre-screen now displays a mic dropdown, live audio level meter, and real-time feedback so participants know their microphone is working
Start Interview button is disabled until microphone is confirmed working
Feature
Third-party participant recruitment via Sources
Platform now supports recruiting participants from external panels through a new Sources system with dedicated landing pages and LinkedIn sign-up integration.
New Features
Sources system: Researchers can now recruit participants from external panels using dedicated source links. Admins generate source-specific links per study that participants can access.
Participant landing flow: Participants arriving via a source link see a source-aware landing page where they can optionally fill out a contact form or sign up with LinkedIn.
Unified credential system: Participants sign up through the standard LinkedIn flow with automatic linking to the source, creating a seamless experience across the platform.
Works across all study types: The Sources feature is available for surveys, unmoderated studies, AI interviews, and all other study types.
Source attribution: Each participant recruited through a source is properly tracked and attributed to that specific source.
Bug Fixes
Fixed a critical issue where survey requests outside the Sources flow were causing database errors. The system now correctly handles participant tokens for source-recruited participants without affecting standard recruitment flows.