Changelog

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

Fix

Calendar permissions and study cloning fixes

Fixed calendar permission handling when participants decline access and improved reliability of study cloning and interview completion.

Bug Fixes

  • Participants now receive clearer feedback when they decline calendar access permissions
  • Fixed calendar booking to require proper write access permissions
  • Improved survey cloning to ensure all study fields, question sets, sources, and documents are properly copied as drafts
  • Fixed interview completion tracking to properly finalize when sessions end
  • Fixed document routing to correctly apply skip-logic rules during study execution
Fix

Study pause handling and external refund improvements

Improved how paused studies are displayed to participants and fixed refund handling when studies are refunded externally.

Bug Fixes

  • Participants can now see paused studies and receive accurate status updates about study state
  • Fixed participation continuation on paused studies
  • Refund breakdown is now hidden when a study has been refunded externally, preventing confusion about payment status
Feature

Number input questions now available in surveys

Researchers can now add number input questions to surveys and screeners, enabling collection of numeric responses from participants.

New Features

  • Number input questions are now available as a question type when creating surveys and screeners
  • Study agents can create and manage number input questions through the AI builder

Improvements

  • Updated prototype editor interface for better alignment with design specifications
Fix

Fixed survey response display and analytics issues

Fixed several bugs affecting how survey responses and analytics are displayed and exported, including proper handling of rating scale and number questions.

Bug Fixes

  • Rating Scale and Number questions now display correctly on the Responses tab
  • Survey analytics now properly aggregate and display rating scale and number question responses
  • Fixed an issue where answers were incorrectly dropped when a question type was changed
  • Corrected CSV export permissions and cleaned up participant column data in exports
Improvement

Improved recruitment targeting and survey navigation

Better geographic targeting for recruitment campaigns and more reliable survey navigation for participants.

New Features

  • Search and select countries, states, and cities in recruitment targeting instead of typing them manually

Improvements

  • Enhanced survey preview to show “Other” options correctly
  • Improved character limit display in survey questions
  • Better validation of branching rules in screeners to prevent unintended logic overwrites

Bug Fixes

  • Fixed survey navigation (Back button) to properly respect skip logic rules
  • Corrected multi-select question handling in survey gating and branching
  • Fixed resume functionality for branched surveys to resume at the correct location
Improvement

Improved screener accuracy and source targeting

Fixed screener participant counting and added live incentive preview for recruitment campaigns with improved source targeting.

Bug Fixes

  • Fixed screener counting to accurately include all participants who passed the screener criteria

New Features

  • Added live preview of incentive amounts when setting up recruitment campaigns
  • Source targeting now uses CleverX’s own targeting taxonomy for more control and consistency
Fix

Fixed access control for Simulated Research

Fixed a permissions issue that allowed observers to improperly access and configure Simulated Research drafts and runs.

Bug Fixes

  • Fixed an issue where observers could access and configure Simulated Research drafts and launch runs that should have been restricted to authorized researchers
Fix

Signup role handling and scheduling fixes

Fixed signup process and calendar availability detection for more reliable scheduling.

Bug Fixes

  • Fixed signup role assignment to be handled consistently by the server
  • Improved booking preview to show helpful messaging when launches are unavailable for booking
  • Fixed calendar availability so that non-busy entries no longer block your open time slots
Fix

Fixed participant menu and screener invite flow

Fixed issues where participant action menus closed prematurely and screener invitations weren't transitioning correctly.

Bug Fixes

  • Fixed participant action menus closing before confirming actions
  • Fixed screener invitation transition logic during qualification
Improvement

Billing accuracy, video diary, and participant access improvements

Invoices now display accurate charge amounts and credit line items, while participants who don't pass screening can reapply, and video diary features adapt to device capabilities.

Billing

  • Invoices now show the actual charged amount and display one credit line per invoice for clearer billing records

Video Diary

  • Screen sharing is now hidden in browsers that don’t support it, preventing user confusion

Participant Access

  • Participants who are re-screened can now access the study again instead of being permanently blocked

Study Duration

  • Study duration now displays derived from the total task length, with the UI properly synced to the duration field