Product updates, new features, and improvements to the CleverX platform.
Improvement
Study rule editing and improvements
You can now edit study rules after launch with better controls and the ability to duplicate studies more easily.
Study Management
Edit rules after a study has launched, with improved controls for managing rule changes
Lock rules to prevent accidental modifications
Get confirmation prompts before skipping rules
Duplicate studies to quickly create new research projects based on existing ones
Other Improvements
Enhanced study settings and configuration options
Feature
Enhanced table questions with exclusive options and rules
Table questions now support exclusive None options, renameable Other rows, and row-level rules for more flexible survey design.
New Features
Exclusive None option: Table questions now support an exclusive None option that researchers can configure
Renameable Other row: The Other row in table questions can now be renamed to better match your survey context
Grid row rules: Apply rules at the row level in table questions for more control over response validation
Bug Fixes
Fixed an issue where flagging a row as “Other” would incorrectly enable the question’s Other toggle
Fix
Fixed screener-only card status display
Screener-only study cards no longer incorrectly show as pending payouts.
Bug Fixes
Screener-only study cards no longer display as having pending payouts, which was confusing participants about their actual earnings status
Feature
AI Interview Participant Screens and Call Features
Participants can now access and participate in AI interviews with new participant-facing screens and improved call functionality.
New Features
Participant screens and interface for AI interviews, enabling researchers to conduct interactive AI-powered interviews with study participants
Improved welcome experience and call functionality to support smoother interview workflows
Bug Fixes
Fixed security issues in AI interview call routes to ensure proper access controls and data protection
Improvement
Improved audience newsletter consistency
The "Newsletter — all" audience list now stays automatically synchronized with the latest participant data.
Improvements
Newsletter audience lists are now kept up to date automatically, ensuring you always reach the correct set of participants when communicating with your audience
Feature
AI tools integration and AI interview improvements
Connect your favorite AI assistants directly from CleverX with a new AI tools page, plus enhanced AI interview moderator controls and better work preservation.
AI Tools Integration
Connect Claude, ChatGPT, and Claude Code directly to CleverX
Manage API keys and permissions from a new Settings page
Use your connected tools within the platform
AI Interview Improvements
Enhanced AI moderator drawer with save, undo, and accessibility improvements
Try interview scenarios yourself before running with participants
Topic files now display as thumbnails for easier navigation
Fixed issues with unsaved work being lost in interview drawers
Other Fixes
Improved report handling in study management
Improvement
Ask Dock conversation persistence and study builder fixes
The Ask Dock now preserves conversations when you reload the page, and study builder suggestion chips have been fixed to provide more accurate recommendations.
Improvements
Ask Dock persistence: Your Ask Dock conversations now stay available when you reload the page, allowing you to continue where you left off
Study builder suggestions: Fixed suggestion chips in the study builder to provide more reliable and accurate recommendations
Fix
Improved timing handling for participant tasks
Participants no longer experience timing constraints, hard stops, or forced waits during tasks, creating a more flexible and natural experience.
Bug Fixes
Removed timing restrictions that previously imposed hard stops and forced waits on participants during task completion
Fixed timer handling to provide a more natural, unrestricted experience for participants working on research tasks
Fix
Fixed disqualification logic in study screening
Corrected how disqualification rules are applied during participant screening to ensure only actual rejections trigger the disqualification tag.
Bug Fixes
Fixed disqualification tagging to only apply when answers are explicitly set to reject
Corrected screening logic to properly evaluate disqualification rules based on participant responses
Improved accuracy of participant eligibility assessment during the screening process
Improvement
Screener fixes and roster filtering improvements
Enhanced screener logic and improved roster management with approval tracking and progress filtering.
Improvements
Screener Logic Refinements: Fixed screener answer handling to prevent responses after verdicts are reached, improved number comparison accuracy in rules, and ensured proper rule evaluation for all participant responses
Clearer Screener Interface: Updated answer and rule wording in the screener preview to make instructions more understandable
Roster Management: Added approval tracking cards to show items awaiting your review, quick filters for in-progress studies, and participant progress timeline visualization
Navigation Updates: Removed Methods from the navbar and footer for a cleaner interface