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AI Actions in workflows: Improved Naming and Organization

January 7, 2026/in What's New? Automations, Conversation AI

We’ve renamed and reorganised AI-related workflow actions for better clarity and easier navigation. AI Actions Category: All AI-powered actions that were previously under the Workflow AI category have now been moved to the AI Actions category with clearer names: AI Translate (formerly Workflow AI – Translate content) AI Summarise (formerly Workflow AI – Summarise Text) […]

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Support for Custom Values in Calendars

January 6, 2026/in What's New? Calendar

You can now use your custom fields and values directly within calendar-related settings across Calendars, Services, and Rentals to create more personalised appointment experiences. Previously, when configuring text-based settings such as email/SMS templates, meeting locations, or appointment titles, the selector only displayed predefined system custom fields (for example, {{contact.name}} or {{appointment.start_time}} ). With this update, […]

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Phone Number Sync for Calendly Appointments

January 6, 2026/in What's New? Calendar, Forms

We’ve introduced a new phone number importer that ensures contact details from Calendly appointments are accurately captured in Clixio. Whether the phone number is entered in the location field or submitted through a form question (Q&A), the system ensures that the correct number is included in the contact’s profile, reducing the need for manual updates. […]

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✨ Add Multiple Date-Specific Hours for Services (v2)

January 6, 2026/in What's New?

Managing date-specific availability just got a whole lot easier. Previously You could add date-specific hours for only one date at a time, making it slow and repetitive to set availability across multiple days. With v2 You can now select multiple dates at once and apply the same working hours to various services and locations in […]

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Sticky Phone Number on Mobile

December 31, 2025/in What's New?

Meet Sticky Phone Number on Mobile — a quality-of-life upgrade that keeps and maintains the outbound number you choose for all subsequent calls. Fewer taps, fewer mistakes, faster dialing — especially effective alongside Local Presence Dialling. Your chosen number, remembered: When you explicitly select an outbound number, the mobile app remembers that choice for future […]

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Custom Dispositions on Mobile | Clixio Changelog

December 31, 2025/in What's New? Reporting

Meet Custom Dispositions on Mobile — the quickest way to turn every call into clear next steps. Select an outcome directly from your mobile app , and let it enhance your workflows, reporting, and follow-ups on both iOS and Android. This feature is now available for Clixio, LeadConnector, and Whitelabelled mobile apps. ⭐️ New to […]

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Expanded sound notifications for Live Chat Widget messages

December 31, 2025/in What's New? Chat Widget

Expanded Sound Notifications in the Live Chat Widget have been introduced to encompass many more system and lifecycle messages , ensuring that website visitors do not miss out on important updates during a chat session. Previously, sound alerts were limited to standard incoming chat messages. However, sounds are now also triggered for significant events such […]

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Media Library for WhatsApp Templates

December 30, 2025/in What's New? Documents & Contracts

We’ve improved the creation and updating of WhatsApp Templates by incorporating Clixio’s Media Library directly into the media selection flow for headers. Businesses can now effortlessly reuse existing media assets or upload new ones—including audio files—without leaving the template builder. This streamlines the process, enhances consistency, and speeds up the campaign setup. When creating or […]

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Controlled side-tray behavior via settings icon

December 29, 2025/in What's New? Automations, Forms, Surveys

You can now open the side tray by clicking the settings icon and close it while maintaining your selection. This feature enables inline editing without losing your context. Inline editing has become much smoother on smaller screens. We have relocated the side tray controls to a dedicated settings icon, which is now available across Forms, […]

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WhatsApp Media Retention & “Add to Documents”

December 26, 2025/in What's New? Automations, CRM, Documents & Contracts

Files shared on WhatsApp—such as photos, videos, PDFs, and documents—are often vital to customer interactions. Previously, these files could automatically disappear due to WhatsApp’s built-in limitations. With this update, WhatsApp media within the CRM is now reliable, long-lasting, and easy to manage. We’ve introduced two key enhancements that ensure important WhatsApp files are never lost […]

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Missed Call WhatsApp Back | Clixio Changelog

December 26, 2025/in What's New? Automations, Opportunities and Pipelines

Missed calls often translate to missed revenue. To bridge this gap, we are excited to introduce **Missed Call WhatsApp Back** — a straightforward, integrated solution to automatically follow up with customers on WhatsApp when a business misses a call. <p>Businesses can now quickly acknowledge missed calls via WhatsApp, where customers are significantly more likely to […]

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WhatsApp Message Rate Card Updates

December 24, 2025/in What's New? Automations, Conversations, Documents & Contracts

Starting from 1 January 2026, updated WhatsApp conversation rates will be implemented across selected regions and message categories. These changes reflect Meta’s latest pricing updates for marketing and utility messages. Summary of Pricing Changes Marketing Messages France Egypt India Utility & Authentication Messages Lower rates in: North America Remain FREE across all regions Important Reminder: […]

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Guided Onboarding for Snapshots | Clixio Changelog

December 24, 2025/in What's New? Automations

We’ve introduced an onboarding experience in the Snapshot module to help you get started more quickly and confidently. First-Time Onboarding Experience If you haven’t created any Snapshots yet, you will now see an onboarding layer that guides you through the basics. In-App Learning Resources Access brief videos and help documentation directly within the Snapshot module […]

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Meta Ads now supported in previously restricted regions (AU / SG / TW)

December 24, 2025/in What's New?

👀 What’s New? We’ve removed Meta’s regional regulated categories restriction in Clixio Ad Manager. This means you can now create and publish Meta ad campaigns targeting Australia, Singapore and Taiwan without encountering any “not supported” warning banner. These regions were previously restricted due to Meta’s requirements (special parameters and verification constraints). That limitation is now […]

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Workflows: Rich Text Editor for “Add Notes” action

December 24, 2025/in What's New? Documents & Contracts

The Add to Notes Action Now Supports Rich Text Editing – you can format your notes with bold, italics, underline, strikethrough, lists, and links, allowing for clearer and more scannable notes. Open the Add to Notes feature. Type your message and use the toolbar to apply formatting (bold/italic/underline/strikethrough, bullets/numbering, links). Save – your formatted note […]

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Service Booking Variables Now Available in WhatsApp Templates & Flows

December 23, 2025/in What's New? Automations

You can now use Service Booking variables directly when creating WhatsApp Templates and Flows. Previously, these reminder-related variables were only accessible within Workflows. With this update, the same dynamic service booking information can now be included in your WhatsApp messages, making it easier to personalise reminders and notifications. Add appointment and service booking details directly […]

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Mobile UI Improvements – Sorting & Filtering

December 23, 2025/in What's New?

We’ve rolled out mobile UI enhancements to improve how customers sort and filter products across your e-commerce store. These updates ensure a cleaner layout, better usability, and a smoother shopping experience on mobile devices—helping shoppers find the right products faster. Improved Sorting Experience (Mobile) A dedicated “Sort” button now appears in the top bar of […]

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🔗 Missing Meeting Locations Are Now Automatically Added After Reconnection

December 22, 2025/in What's New? Calendar, Integrations

Automatic Meeting Link Generation We’ve enhanced the reliability of video conferencing tool integrations by introducing automatic meeting link generation for future appointments that were missing meeting locations due to a temporary disconnection of video conferencing tools (e.g., Zoom, Google Meet, MS Teams). Issue with Previous Integrations Previously, if your integration was broken or disconnected and […]

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Workflow Builder: Right-click actions (fewer clicks, faster edits)

December 19, 2025/in What's New? Automations

You can now right-click any action in the Workflow Builder to access a quick action menu, providing your essential tools right at your cursor (copy, move, delete, notes) without the need to search for the three-dot menu. This enhances navigation and accelerates your common edits. Steps to Use the Quick Action Menu: Right-click on any […]

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Contact Merge improvements: No more dropped executions

December 18, 2025/in What's New? Automations

This update enables you to manage situations where contacts are merged with ease. When two contacts are merged, your automation continues to function without any interruptions. When the old contact is deleted during the merge, we automatically transfer the workflow to the primary (master) contact, ensuring that nothing is overlooked. Bottom line: the workflow proceeds […]

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RSS Latest Feature Updates

  • Add Custom Fields to community membership questions & sync with CRM June 9, 2026
  • Spintax – Create dynamic variants of your emails easily 🚀 June 8, 2026
  • HouseCall Pro – Workflow action & triggers June 5, 2026
  • QR Code Sharing in Funnel Builder June 5, 2026
  • Product Custom Values for Dynamic Product Details Page Content June 5, 2026
  • Invoices – Accounting sync | Clixio Changelog June 5, 2026
  • Ad Manager: Draft support for Meta lead forms June 5, 2026
  • Analytics & Discovery Sub Agent in AI Builder in Workflows June 4, 2026
  • Pricing Update: SMS Costs for Select International Destinations Effective June 12, 2026 June 4, 2026
  • Alt Text Support for Images in Social Planner June 4, 2026
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