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Conversations Usability Improvements | Clixio Changelog

March 19, 2026/in What's New? Conversations

We have introduced a range of usability improvements to the New Conversations UI. These enhancements aim to reduce friction during active conversations, particularly calls, enabling you to update contact details, switch channels, and navigate the interface more efficiently. 1. Update Contact Details While Viewing Call Transcripts: Previously, viewing a call transcript would overlay the contact […]

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Access Form Submissions in Conversations

March 19, 2026/in What's New? Conversations, Forms

Users can now easily access and review form submissions directly within the Conversations section, enhancing visibility and streamlining response workflows. • Form Submissions Embedded in Conversations Form responses are now automatically linked to the relevant conversation thread. This feature enables quicker context without the need to switch tabs. • Unified View of Contact Interactions View […]

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Product Price & Variant Level Coupons

March 19, 2026/in What's New? Automations, E-Commerce, Forms, Funnels and Websites, Payments

Businesses can now apply coupons at a more precise level by targeting specific prices or variants within a product. This change allows for greater flexibility in running targeted promotions and ensures that coupons are applied exactly where intended. Price & Variant Level Targeting Coupons can now be configured to apply to: Entire products (existing behaviour), […]

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New Image Layout Controls in Forms & Surveys

March 19, 2026/in What's New? Forms, Surveys

We’ve added new image layout controls in Forms & Surveys to give you greater control over how images appear within your forms and surveys. This update introduces new image layout options, styling controls for central image layouts, a focal point selector for fixed image layouts, and slide-level image layout controls in surveys. These enhancements help […]

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Blog Post AI: Generate Complete Blog Posts in Minutes

March 19, 2026/in What's New? Blogs

✨ **What’s New** **Assist Mode: Topic-Based Auto Generation** Enter a topic, and let AI create a complete blog post for you, which includes: Blog outline Headings & subheadings SEO metadata (title, description, keywords) Fully written paragraphs AI-generated images **Build Mode: Prompt Content Creation** Craft any custom prompt to generate personalised content that meets your specific […]

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Introducing New Templates | Clixio Changelog

March 19, 2026/in What's New? Automations, Surveys

We are delighted to announce our new web templates, designed to enhance your marketing efforts. Whether you are building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and allowing you to focus on engaging […]

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Calls go to Voicemail if no forwarding setup exists

March 18, 2026/in What's New?

18th March 2026 Inbound calls to numbers that do not have a user or forwarding number configured will now be routed to voicemail instead of being rejected outright. There is no user or forwarding number associated with the phone number. Inbound calls will now go to voicemail rather than being rejected.

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📅 Enhanced Appointment Booking Experience in Opportunities

March 18, 2026/in What's New? Opportunities and Pipelines

We’ve Upgraded the Appointment Booking Experience inside Opportunities to make scheduling and updates more seamless and consistent. Previously, booking or updating appointments within an opportunity relied on an interface that was only useful for scheduling meetings. With this update, we’ve introduced the new appointment modal — bringing the same full-featured scheduling experience used across Calendars […]

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New QR Code Styling Options: Shapes, Borders, and Rim Text

March 18, 2026/in What's New?

We’ve added new design options to help you create more polished and engaging QR codes. New QR Code Shapes: You can now choose from Rounded and Circular QR code shapes for a more modern look. Border and Frame Customisation: You can now add a border or frame to your QR code and customise its colour […]

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Collapse & Resize Pipeline Stages in Kanban View

March 18, 2026/in What's New? Opportunities and Pipelines

Collapse & Resize Pipeline Stages in Kanban View Managing pipelines has become significantly easier. You can now collapse, expand, and resize stages in the Opportunities Kanban view, allowing you to focus solely on what matters most. Collapse and expand stages in Kanban view Resize columns to prioritise important stages Layout preferences are saved automatically (per […]

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Notes just got smarter for the contacts page!

March 17, 2026/in What's New? CRM, Documents & Contracts

Overview We have upgraded the Notes section in GoClixio CRM to make it more structured, searchable, and actionable. Previously limited to plain text entries, notes can now be organised and prioritised more effectively. These enhancements are designed to improve productivity and streamline contact management workflows. What’s New? Note Title – Add a clear heading for […]

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New Asana actions in workflows – Find Project and Find section

March 17, 2026/in What's New?

Easily search for and retrieve an Asana project within your workflows. Locate projects by name and retrieve their project ID. Utilise the project data in subsequent steps. No more hardcoding project IDs or saving them in custom value pickers. Find sections within a specific Asana project to use the schema in subsequent actions, which will […]

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Email AI + Knowledge Base Integration 🚀

March 17, 2026/in What's New? Integrations

Email AI can now utilise the Knowledge Base to generate more accurate and helpful responses based on available help articles. Integration: Email AI has been integrated with the Knowledge Base to provide AI responses that draw from existing help articles. Automatic References: Email AI now automatically references available Knowledge Base articles when creating responses. Real-Time […]

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Dialer: Auto-minimize, Pin & Drag

March 17, 2026/in What's New?

16th March 2026 Dialer: Auto-Minimise, Pin & Drag The dialer now automatically minimises when you click anywhere outside of it. This allows you to quickly check contact details or pipeline information without the need to manually close the dialer. If you’d like it to remain open, simply click the pin icon to lock the dialer […]

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Import Email Templates with AI 🚀

March 14, 2026/in What's New?

Transform Emails into Editable Templates with Ease Any email — whether from your inbox or a previous marketing platform — can now be turned into a fully editable template in Email AI in just minutes. If you have templates in HubSpot, ActiveCampaign, Mailchimp, or any other tool, simply send the email, and Email AI will […]

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Shipping Rate Sorting at Checkout

March 13, 2026/in What's New? E-Commerce

Shipping options on the E-commerce checkout page are now automatically sorted by price, ensuring that customers see the most affordable option first. The cheapest shipping rate is pre-selected by default, reducing confusion and friction during the checkout process. Price-Based Sorting: All available shipping rates are displayed in ascending order of price. Cheapest Rate Auto-Selected: The […]

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AI Builder: New Skill For Workflow Settings and Naming

March 13, 2026/in What's New? Automations, Conversations, Opportunities and Pipelines

The AI Builder and Assistant’s New Capabilities The AI Builder and Assistant can now configure workflow settings and rename workflows directly using natural language prompts. Previously, settings such as re-entry, business hours, and sender details required manual configuration after each interaction with AI. Now, a single prompt can produce a fully configured, correctly named, production-ready […]

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Advanced filters 2.0: New operators and improved consistency

March 13, 2026/in What's New?

We have enhanced the advanced filtering for smart lists to improve consistency, clarity, and standardisation. Previously, filters featured inconsistent operators across various data types, and some commonly expected operators were absent. We have standardised the behaviour of operators across date, numeric, and string filters while refining existing logic. This update also addresses a longstanding issue […]

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Variant–Image Sync on Product Details Page

March 13, 2026/in What's New? Integrations

Product Variants and Images Integration Product variants and images are now linked on the Product Details Page (PDP). When customers select a variant, the product image updates automatically to show the image associated with that variant, creating a clearer and more intuitive shopping experience. When a customer selects a variant, the product image updates automatically […]

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Additional Product Media Layout Options for Product Details Page

March 13, 2026/in What's New?

**We’ve Introduced New Layout Options** for Displaying Product Images We have introduced new layout options for displaying product images on the Product Details Page (PDP) , providing merchants with enhanced flexibility to showcase product media and create more engaging shopping experiences. Store owners can now select from multiple image layout styles and improved navigation options […]

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RSS Latest Feature Updates

  • SLA Widgets in Dashboards – Response Time Accountability June 12, 2026
  • Book Appointment Action: Now with Timezone Control June 12, 2026
  • Email Sequences now available in Beta Labs 🚀 June 11, 2026
  • All New Task Manager – Mobile App V2 June 11, 2026
  • Internal Notifications: Notify Followers + Opportunity Owners June 11, 2026
  • Improved Field Search Experience in Workflows June 11, 2026
  • Updated WhatsApp Per-Message Pricing (Effective July 2026) June 11, 2026
  • Reorder Pipelines in the Opportunities Pipeline View June 11, 2026
  • “All Pipelines” Option in the Pipeline Dropdown June 11, 2026
  • Blogs: New Author Layout | Clixio Changelog June 11, 2026
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