Store owners can now select between One-Step Checkout and Two-Step Checkout from the Checkout element’s Form Options in the Builder. With Two-Step Checkout, customers first provide their contact details and shipping information, followed by billing, payment, and order review in the second step. Checkout Type Selection A new Checkout Type setting is available for the […]
Contacts on mobile are now faster to navigate, with a consistent design that makes them easier to manage. **Contact List** – Features a new header, search function, smart list picker, swipe actions, and updated empty states. **Contact Card** – A redesigned profile card displays the avatar, owner, followers, and tags in one clear layout. **Profile […]
https://clixio.io/wp-content/uploads/2026/06/15737ccc54c5ba4a1a540f4a4d546f08.png25321170Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-30 16:22:002026-06-30 16:22:00Contacts just got faster and clearer – Mobile App
Summary of the Release Clixio now offers a new workflow trigger, Client Portal File Uploaded, enabling businesses to automatically start workflows whenever a contact uploads a document via the Client Portal Shared Documents feature. What’s New? / Key Features / Benefits New Workflow Trigger: Client Portal File Uploaded Workflows can now be automatically initiated when […]
https://clixio.io/wp-content/uploads/2026/06/ea4e334fad4cc883c92f46575317866f-scaled.png15352560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-30 04:24:002026-06-30 04:24:00Workflow Trigger for file uploads via Client Portal
You can now download your Certificates and Badges in the format that best suits your needs. 📥 Multiple Download Formats PDF for professional printing and high-quality documents PNG for high-quality images with transparency JPG for email, websites, and social media sharing 🏅 Available for Both Certificates & Badges Download options are now supported across both […]
Phase 2: Password Compliance Rollout – Platform Banners As part of our ongoing password compliance initiative, this release introduces the following enhancements across the platform: Persistent Notification Banner A persistent notification banner is now live across the platform for all existing users whose passwords do not meet the updated security requirements. The banner will prompt […]
Phase 1: User Password Compliance Enforced Across All Entry Points In line with our ongoing commitment to strengthen platform security and adhere to updated security standards, we are implementing enhanced password security measures across the platform. Password complexity validations are now active at all key entry points. Users will be required to create passwords that […]
We’ve updated the invoice list in sub-account billing to make it significantly easier for you to understand your charges at a glance. See What You Were Charged For — Instantly The invoice list now displays product names instead of raw invoice codes in the Products column. For invoices with multiple items, you’ll see the first […]
You can now personalise the label on your Payment Link’s checkout button — go beyond “Pay,” “Book,” or “Donate” with any text that aligns with your brand and offering. No coding or workarounds are needed — simply enter your text and publish. Your payment link is the final thing a customer encounters before making a […]
https://clixio.io/wp-content/uploads/2026/06/2c8b9a6ae520bf976443fad403f96fee-scaled.png11272560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-26 17:51:002026-06-26 17:51:00Payment Links – Your Payment Button, Your Words
25th June 2026 Inbound Call Routing by Working Hours You can now opt to receive inbound calls only during your working hours. Activate “Only ring during working hours” from your profile, select the schedule that defines your availability, and any inbound calls that arrive outside these hours will automatically skip you, directing to the phone […]
https://clixio.io/wp-content/uploads/2026/06/633c1bb19c18c3e77777e2e08dd18318-scaled.png12582560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-26 03:01:002026-06-26 03:01:00Inbound call routing by working hours
What’s New We have just introduced an additional language to our Custom Code Action. You can now select Python from the dropdown menu to change the language. This enhancement further reinforces the capabilities of this powerful action and unlocks new possibilities.
https://clixio.io/wp-content/uploads/2026/06/8ba7ec721f729478986683af79595bdb.png1416874Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-25 23:06:002026-06-25 23:06:00Use Python in the Custom Code Action
Ask AI V2 reimagines the Clixio mobile AI assistant, allowing you to obtain genuine answers and take action from anywhere—not just from a laptop. With ten interactive response types, a searchable history, and live streaming, everything is rendered natively. You don’t run your business from a desk. Until now, mobile AI couldn’t keep up. Answers […]
https://clixio.io/wp-content/uploads/2026/06/5cd5e8f9acd07e29c40d80e609ff79c1.png1600722Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-25 23:04:002026-06-25 23:04:00Ask AI Artifacts: Interactive AI Responses on Mobile App
Improved Discoverability of Notifications We have enhanced the discoverability of Notifications in Forms, Surveys, and Quizzes by transitioning from an icon-based entry point to a dedicated Notifications tab within the builder. Enhanced Tooltips for Better Guidance Additionally, we’ve improved builder tooltips with clearer descriptions, contextual messaging, and direct ‘Learn more’ links to relevant Help Centre […]
WhatsApp Calling allows your team to make and receive real-time voice calls directly within the same WhatsApp conversation—no external dialling or number sharing required. This feature is designed for support and sales teams who can close deals more efficiently over a call than through numerous messages. After a successful closed beta, it is now generally […]
https://clixio.io/wp-content/uploads/2026/06/c2db12163d250cbd3c68b8cc2b0ded64-scaled.png13972560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-25 19:08:002026-06-25 19:08:00WhatsApp Calling is now Generally Available (Web + Mobile)
Chat history now displays only your own conversations. Ask AI chat history on mobile now filters to your sessions exclusively. You will only see the conversations you initiated, rather than chats opened by other teammates within the same sub-account. 🤔 The Challenge When multiple users in a sub-account accessed Ask AI on mobile, chat history […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-25 13:37:002026-06-25 13:37:00🔒 Your Ask AI Chats – Yours Alone
Sure! Here’s a revised version of your content for better readability, using UK English spelling and formatting with bold section headings. Until now, teams had to manually monitor conversations that were at risk of breaching or had already missed their SLA targets. With this release, SLAs are now actionable. You can automate workflows when conversation […]
Overview As agencies handle increasingly sensitive client information, having greater control over document access is more vital than ever. We are pleased to introduce enhanced document privacy and access controls for files stored in the contact record’s documents panel. This update provides users with greater flexibility in how documents are shared, enabling them to align […]
Overview We have introduced a new set of enhancements to the Contact Detail page customization, providing users with greater flexibility to personalise layouts, optimise space utilisation, and tailor the contact experience to their workflow. These updates make the contact record more adaptable while maintaining a clean and efficient user experience. What’s New? * Panels can […]
Ad Manager Updates for Special Ad Category Campaigns Ad Manager now offers intelligent guidance for Meta Special Ad Category campaigns . When users select a Special Ad Category, they will receive helpful notifications, audience guidelines, and field-specific warnings to identify targeting values that may not comply with Meta’s requirements. This functionality assists users in addressing […]
https://clixio.io/wp-content/uploads/2026/06/01f22305dca553ad4bf9434d4463e5fe.png6462048Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-23 00:26:002026-06-23 00:26:00Meta Special Ad Categories – Smart Defaults and Compliance Warnings
With Retry Failed Posts, you can now quickly retry or reschedule failed publishing attempts directly from Social Planner, without the need to clone posts or recreate content from scratch. 🚀 What’s New Instantly Retry Posts When a post fails to publish, you can select “Retry Now” to attempt publishing again using the original content, settings, […]
https://clixio.io/wp-content/uploads/2026/06/a76ede2bb0f5e3a79a8b69ffe047164e-scaled.png13362560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-22 21:11:002026-06-22 21:11:00Retry Failed Posts in Social Planner
YouTube Previews Now Display Correctly in Sent Emails When you paste a YouTube link into an email from Conversations, your recipients will now see a clickable video thumbnail that opens the video in a new tab, just as you intended. Previously, pasted YouTube links could appear as a blank rectangle in your recipients’ inboxes, even […]
https://clixio.io/wp-content/uploads/2026/06/3ebf60a0ae3ed9e43adf66329a8ec368.png15162234Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-22 20:10:002026-06-22 20:10:00Fixed – YouTube previews now display correctly in sent emails
Two-Step Checkout for Ecommerce Stores
/in What's New? E-CommerceStore owners can now select between One-Step Checkout and Two-Step Checkout from the Checkout element’s Form Options in the Builder. With Two-Step Checkout, customers first provide their contact details and shipping information, followed by billing, payment, and order review in the second step. Checkout Type Selection A new Checkout Type setting is available for the […]
Contacts just got faster and clearer – Mobile App
/in What's New? Automations, Forms, Opportunities and Pipelines, PaymentsContacts on mobile are now faster to navigate, with a consistent design that makes them easier to manage. **Contact List** – Features a new header, search function, smart list picker, swipe actions, and updated empty states. **Contact Card** – A redesigned profile card displays the avatar, owner, followers, and tags in one clear layout. **Profile […]
Workflow Trigger for file uploads via Client Portal
/in What's New? Automations, Client Portal, Documents & ContractsSummary of the Release Clixio now offers a new workflow trigger, Client Portal File Uploaded, enabling businesses to automatically start workflows whenever a contact uploads a document via the Client Portal Shared Documents feature. What’s New? / Key Features / Benefits New Workflow Trigger: Client Portal File Uploaded Workflows can now be automatically initiated when […]
Multiple download formats for Certificates & Badges
/in What's New? Automations, Certificates, Documents & Contracts, Funnels and WebsitesYou can now download your Certificates and Badges in the format that best suits your needs. 📥 Multiple Download Formats PDF for professional printing and high-quality documents PNG for high-quality images with transparency JPG for email, websites, and social media sharing 🏅 Available for Both Certificates & Badges Download options are now supported across both […]
Password compliance notification banner | Clixio Changelog
/in What's New?Phase 2: Password Compliance Rollout – Platform Banners As part of our ongoing password compliance initiative, this release introduces the following enhancements across the platform: Persistent Notification Banner A persistent notification banner is now live across the platform for all existing users whose passwords do not meet the updated security requirements. The banner will prompt […]
Password Compliance Enforcement | Clixio Changelog
/in What's New?Phase 1: User Password Compliance Enforced Across All Entry Points In line with our ongoing commitment to strengthen platform security and adhere to updated security standards, we are implementing enhanced password security measures across the platform. Password complexity validations are now active at all key entry points. Users will be required to create passwords that […]
Sub-account Billing -> Invoice list: Clearer, Smarter, More Useful
/in What's New?We’ve updated the invoice list in sub-account billing to make it significantly easier for you to understand your charges at a glance. See What You Were Charged For — Instantly The invoice list now displays product names instead of raw invoice codes in the Products column. For invoices with multiple items, you’ll see the first […]
Payment Links – Your Payment Button, Your Words
/in What's New? PaymentsYou can now personalise the label on your Payment Link’s checkout button — go beyond “Pay,” “Book,” or “Donate” with any text that aligns with your brand and offering. No coding or workarounds are needed — simply enter your text and publish. Your payment link is the final thing a customer encounters before making a […]
Inbound call routing by working hours
/in What's New? Automations25th June 2026 Inbound Call Routing by Working Hours You can now opt to receive inbound calls only during your working hours. Activate “Only ring during working hours” from your profile, select the schedule that defines your availability, and any inbound calls that arrive outside these hours will automatically skip you, directing to the phone […]
Use Python in the Custom Code Action
/in What's New?What’s New We have just introduced an additional language to our Custom Code Action. You can now select Python from the dropdown menu to change the language. This enhancement further reinforces the capabilities of this powerful action and unlocks new possibilities.
Ask AI Artifacts: Interactive AI Responses on Mobile App
/in What's New?Ask AI V2 reimagines the Clixio mobile AI assistant, allowing you to obtain genuine answers and take action from anywhere—not just from a laptop. With ten interactive response types, a searchable history, and live streaming, everything is rendered natively. You don’t run your business from a desk. Until now, mobile AI couldn’t keep up. Answers […]
New Notifications Accessibility & Enhanced Tooltips in Forms, Surveys & Quizzes
/in What's New? Automations, FormsImproved Discoverability of Notifications We have enhanced the discoverability of Notifications in Forms, Surveys, and Quizzes by transitioning from an icon-based entry point to a dedicated Notifications tab within the builder. Enhanced Tooltips for Better Guidance Additionally, we’ve improved builder tooltips with clearer descriptions, contextual messaging, and direct ‘Learn more’ links to relevant Help Centre […]
WhatsApp Calling is now Generally Available (Web + Mobile)
/in What's New? Automations, Conversations, ReportingWhatsApp Calling allows your team to make and receive real-time voice calls directly within the same WhatsApp conversation—no external dialling or number sharing required. This feature is designed for support and sales teams who can close deals more efficiently over a call than through numerous messages. After a successful closed beta, it is now generally […]
🔒 Your Ask AI Chats – Yours Alone
/in What's New? Conversations, DashboardChat history now displays only your own conversations. Ask AI chat history on mobile now filters to your sessions exclusively. You will only see the conversations you initiated, rather than chats opened by other teammates within the same sub-account. 🤔 The Challenge When multiple users in a sub-account accessed Ask AI on mobile, chat history […]
Conversations: SLA Workflow Trigger & Permissions
/in What's New? Automations, ConversationsSure! Here’s a revised version of your content for better readability, using UK English spelling and formatting with bold section headings. Until now, teams had to manually monitor conversations that were at risk of breaching or had already missed their SLA targets. With this release, SLAs are now actionable. You can automate workflows when conversation […]
In labs: Enhanced document privacy & access controls
/in What's New? Documents & ContractsOverview As agencies handle increasingly sensitive client information, having greater control over document access is more vital than ever. We are pleased to introduce enhanced document privacy and access controls for files stored in the contact record’s documents panel. This update provides users with greater flexibility in how documents are shared, enabling them to align […]
Contact detail page customization enhancements
/in What's New? AutomationsOverview We have introduced a new set of enhancements to the Contact Detail page customization, providing users with greater flexibility to personalise layouts, optimise space utilisation, and tailor the contact experience to their workflow. These updates make the contact record more adaptable while maintaining a clean and efficient user experience. What’s New? * Panels can […]
Meta Special Ad Categories – Smart Defaults and Compliance Warnings
/in What's New?Ad Manager Updates for Special Ad Category Campaigns Ad Manager now offers intelligent guidance for Meta Special Ad Category campaigns . When users select a Special Ad Category, they will receive helpful notifications, audience guidelines, and field-specific warnings to identify targeting values that may not comply with Meta’s requirements. This functionality assists users in addressing […]
Retry Failed Posts in Social Planner
/in What's New? Social PlannerWith Retry Failed Posts, you can now quickly retry or reschedule failed publishing attempts directly from Social Planner, without the need to clone posts or recreate content from scratch. 🚀 What’s New Instantly Retry Posts When a post fails to publish, you can select “Retry Now” to attempt publishing again using the original content, settings, […]
Fixed – YouTube previews now display correctly in sent emails
/in What's New? ConversationsYouTube Previews Now Display Correctly in Sent Emails When you paste a YouTube link into an email from Conversations, your recipients will now see a clickable video thumbnail that opens the video in a new tab, just as you intended. Previously, pasted YouTube links could appear as a blank rectangle in your recipients’ inboxes, even […]