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🔄 New Workflow Actions: Add & Remove Associated Records from Workflows

October 13, 2025/in What's New? Automations

We’re excited to announce two powerful new workflow actions now available across all workflow types: Contact-based, Company-based, and Custom Object-based workflows. These actions make automation across contacts, companies, and custom objects (and their associations) more flexible than ever. — ➕ Add Associated Records to Workflow Automatically enrol associated records into another workflow. Select an Object: […]

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🏢 Introducing Company-Based Workflows 🚀

October 13, 2025/in What's New? Automations, Integrations

We’re thrilled to announce that Company-Based Workflows are now live in Clixio — bringing automation directly to your Company records for the first time! You can now trigger, update, and manage automations that revolve around your Companies — empowering use cases like onboarding, account assignment, and lifecycle management, all without manual effort. 💡 Until now, […]

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🚀 Email AI (Beta) — Smarter, Faster, More Creative!

October 13, 2025/in What's New?

Introducing Email AI (Beta) We’re thrilled to introduce Email AI (beta) — a smarter and faster way to create market-ready templates within minutes. Try it out and share your feedback to help us improve even further. AI-Powered Email Creation Instantly generate market-ready email templates complete with subject lines and previews. Image Generation Bring your emails […]

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Conversations: TikTok DMs and Comments automation 🚀

October 13, 2025/in What's New? Automations, Conversations

We’re excited to introduce TikTok DMs and Comments Automation — your all-in-one solution for managing TikTok conversations directly within Clixio. Now, you can engage with your TikTok audience, automate replies, and capture leads without the need to switch between tools. This update expands your omnichannel reach, helping you stay connected and convert faster. Connect TikTok […]

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Conversations: Snippets Page Refreshed for Faster Access and Easier Collaboration

October 13, 2025/in What's New? Conversations

Snippets Page Update The Snippets page has been redesigned to feature a cleaner, more streamlined layout and faster load times. It’s now simpler to browse, edit, and share snippets, all within a more responsive interface. **Redesigned Interface:** The modern layout enhances readability and navigation, enabling you to find and manage snippets more effectively. **Smarter URL […]

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Duplicate Management & Merge Tool

October 13, 2025/in What's New? Opportunities and Pipelines

Duplicate Management & Merge Tool | Clixio Changelog Introduced a Duplicate Management Tool to find, review, and merge duplicate contacts directly within the Contacts page. Added a ‘Find Duplicates’ option under the Contacts menu (⋮). Support for detecting duplicates by Email, Phone, or Name. Ability to manually trigger duplicate scans at any time. View up […]

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🧾Audit Logs — Now in the New Design System

October 13, 2025/in What's New? Automations

We’ve enhanced the Audit Logs experience with a cleaner, faster, and more intuitive interface, built on Clixio’s New Design System. 🗂️ Details in Drawer View: Instantly view log details in a right-side drawer — no page reloads needed. ⌨️ Keyboard Navigation: Effortlessly move between log entries using arrow keys for quicker reviews. 💻 Refreshed Layout: […]

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Affiliate Manager Import- Import from First Promoter with your Campaigns, Affiliates, Leads and Commission

October 12, 2025/in What's New? Affiliate Manager, CRM, Dashboard

Overview We are pleased to introduce a guided import experience for FirstPromoter campaigns within the subaccount Affiliate Manager! This enhancement streamlines the process of synchronising your affiliate campaigns, commissions, and affiliates into the Affiliate Manager, ensuring a smoother setup and improved visibility of your affiliate performance. Getting Started with Import Navigate to Campaigns > Import. […]

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Meta Threads Integration in Social Planner

October 12, 2025/in What's New? Conversations, Integrations, Social Planner

We’re excited to announce that Social Planner now supports Meta’s Threads! This update allows you to connect, create, schedule, and publish posts directly to Threads within Social Planner. <p>You can now:</p> <ul class=””> <li class=””>Connect your Threads account using your Instagram login.</li> <li class=””>Compose posts in the post composer.</li> <li class=””>Schedule and auto-post via Review […]

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Account Dashboard: Create widget using Custom Objects 🤩

October 12, 2025/in What's New? CRM, Dashboard

Custom Objects Widget Creation Now Live! This new feature empowers users to create object-specific widgets, allowing for customisation and association of data for better insights. If your company needs to manage relationships or processes that extend beyond standard CRM objects, you can create custom objects using custom fields. 🤩 The custom objects metrics enable users […]

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Account Dashboard and Reporting : Meta Ad Widgets

October 12, 2025/in What's New? Dashboard, Reporting

This is a major release for dashboards, bringing powerful Meta Ad Widgets to help you track and analyse ad performance trends effortlessly. Now, you can visualise key Meta ads metrics right on your dashboard, making it easier to monitor paid traffic performance at a glance. New Meta Widgets in Dashboard include: Website Purchases: The number […]

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Social Listening in Social Planner

October 12, 2025/in What's New? Conversations, Social Planner

We’re excited to announce that Social Planner now supports Social Listening! This update brings trend discovery and real-time insights from multiple platforms, helping you stay ahead of conversations, cultural moments, and viral content—all within Social Planner. What’s New You can now: Track Google Trends to see what people are searching for in real time Explore […]

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CSV Blog Importer in Blogs

October 12, 2025/in What's New? Automations, Blogs

We’re excited to announce that the CSV Blog Importer is now available in Blogs. This update allows you to import blog posts directly from CSV files, making it quicker to migrate and publish content. 📌 What’s New CSV Import Path: Upload CSV/Excel files with a simple drag-and-drop. Sample File Access: Download a ready-made sample file […]

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Bluesky Integration in Social Planner

October 12, 2025/in What's New? Dashboard, Integrations, Social Planner

We’re excited to announce that Social Planner now supports Bluesky! This enhancement allows you to connect your account and manage posts directly within Social Planner, enabling you to create, schedule, and publish without switching tools. You can now: Connect your Bluesky account via OAuth (handle + app password). Compose posts with up to 300 characters, […]

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Comment Management in Social Planner

October 12, 2025/in What's New? Automations, Conversations, Dashboard, Social Planner

We’re excited to introduce Comment Management inside Social Planner! This new feature allows you to engage with your audience by replying to comments directly from Social Planner, eliminating the need to switch platforms. What’s New View comments from posts published via Social Planner. Reply to comments directly within Clixio. Manage conversations across supported platforms without […]

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Global Custom Colors in Color Picker 🚀

October 12, 2025/in What's New? Forms, Funnels and Websites

We’ve added Global Custom Colours under Brand Boards to help you maintain brand consistency everywhere. Stay Consistent – a single update applies across all designs Quick Rebranding – agencies can clone funnels or emails and instantly rebrand for new locations Easy Access – always visible in colour pickers throughout the platform in all Funnel Pages, […]

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Add Messaging & Social Channels to Your Google Business Profile (GBP)

October 11, 2025/in What's New? Automations, CRM, Integrations

Locations can now attach messaging options (WhatsApp, Text/SMS) and social channels (Facebook, Instagram, LinkedIn, YouTube, TikTok, X, Pinterest) to their Google Business Profile pages. This provides customers with more familiar ways to reach you, creating additional pathways for engagement and lead capture. <div class=”line”> **1)** <p>Link WhatsApp &amp; Text (SMS) with GBP</p> </div> <ul> <li>Add […]

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Workflow AI Builder | Clixio Changelog

October 6, 2025/in What's New? Automations

Workflow AI Builder allows you to create workflows simply by describing what you wish to automate in any language. The AI generates the entire workflow structure, including triggers, actions, wait steps, conditions, and even pre-written content. Describe your automation goal in plain language, and the AI will build the complete workflow. It supports both simple […]

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Quizzes Section and Score Tier Control

October 3, 2025/in What's New?

The Quiz Results page has received a substantial upgrade, enhancing section management for a smoother, smarter, and more flexible experience! These improvements are designed to provide you with greater control over quiz structure and scoring. 1. 📌 Section Visibility Panel: A new left-side panel in the Quiz Builder now displays all quiz sections for quick […]

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Personality Style Quizzes and Editor Upgrade

October 3, 2025/in What's New? Automations

We’ve rolled out a major upgrade to Quizzes with fresh new features designed to give you more control, customisation, and creativity when building experiences. Whether you’re creating in-depth personality assessments or engaging multimedia quizzes, this update has you covered. 💡🧠 1. 🎭 Individual Category Section for Personality-Type Quizzes You can now create personality-style quizzes based […]

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RSS Latest Feature Updates

  • Export email marketing data 🚀 March 6, 2026
  • Fixed: ‘Assign to User’ Now Skips Inactive Users March 6, 2026
  • Standard Builder: Now with Sticky Notes 2.0 March 6, 2026
  • AI Builder: Post Generation To Do List March 6, 2026
  • Ad Manager – Meta lead gen: Website & hybrid conversion locations March 6, 2026
  • 🔕 No External Update Emails for “Showed” & “No Show” Status Changes March 6, 2026
  • AI Powered Field Tooltips | Clixio Changelog March 3, 2026
  • Assign User Action: Now Assign to IVR Responder March 3, 2026
  • Assign User Action: Now Assign to IVR Responder with Custom Variables March 3, 2026
  • Connect Call (IVR) Action: Now Supports Call Whisper March 3, 2026
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