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Documents & Contracts: Public API

July 29, 2025/in What's New? Documents & Contracts, Integrations

We are pleased to announce the launch of the Documents & Contracts Public APIs! You can now easily list, send, and manage your documents and templates programmatically. **List Documents:** Retrieve all documents within your location. **Send Document:** Dispatch an existing document to your contacts. **List Templates:** Retrieve all templates available in your location. **Send Template:** […]

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Documents & Contracts: Public APIs

July 29, 2025/in What's New? Documents & Contracts, Integrations

We’re excited to announce the launch of the Documents & Contracts Public APIs! You can now programmatically list, send, and manage your documents and templates with ease. List Documents: Retrieve all documents within your location. Send Document: Send an existing document to your contacts. List Templates: Fetch all templates available in your location. Send Template: […]

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Kollab Studio Now Live – Manage All Your Products in One Place

July 28, 2025/in What's New?

We’ve launched Kollab Studio, a unified dashboard for creators to manage their communities and courses more efficiently. Kollab Studio under your profile Communities Section – Preview, edit, and manage settings Courses Section – Preview and check publish status (editing coming soon) A significant step toward making GoKollab the home for serious creators.

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🚀 Say hello to faster and smarter assistance with Ask AI + MCP Server Integration

July 25, 2025/in What's New? CRM, Integrations, Opportunities and Pipelines

Ask AI is Supercharged! — You can now perform all the actions supported by the Clixio MCP Server directly from the chat. No clicks, no context-switching. Simply tell the AI what you need, and it will get it done. ⚡️ New Features of Ask AI Ask AI can now carry out all the actions that […]

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Invoices, Estimates Workflows: SMS/Email control In Send Invoice/Estimate Action

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

Send Invoice, Send Estimate, and Send Recurring Invoice actions now feature a Channel dropdown. Select from Email, Text, or Email & Text for each action—eliminating the need for separate steps or duplicate actions. Open your Workflow in the Automation Builder and add (or edit) a Send Invoice, Send Estimate, or Send Recurring Invoice action. Scroll […]

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Badges Builder Just Got a Power Boost

July 24, 2025/in What's New?

We’ve introduced new editing enhancements to help you design more quickly and with greater precision. What’s New: 🎯 Keyboard Shortcuts – Use Ctrl + X, C, or V to cut, copy, and paste elements. 🎯 Pixel-Perfect Movement – Nudge elements with the arrow keys for precise control. 🎯 Layer Controls – Easily bring elements to […]

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Identity Verification for Phone Number Purchases (US/CA/PR)

July 24, 2025/in What's New?

To enhance security and prevent fraudulent use of regulated phone numbers, Clixio has introduced Persona identity verification into the phone number purchasing process for numbers in the United States, Canada, and Puerto Rico. When Is Persona Required? Persona verification is only required under the following conditions: You’re purchasing a number from the US, Canada, or […]

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Country Server Selection For WordPress Hosting

July 24, 2025/in What's New?

Users can now select their preferred data centre during new site provisioning, supporting all setup methods (From Blank, From an Existing Site, Choose Template). US – Ashburn US – Phoenix GB – London DE – Frankfurt NL – Amsterdam US – Dallas AU – Sydney SG – Singapore Server Location Selection: Users explicitly select a […]

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Conversation AI Actions – Increase in Update Contact Field and Trigger a Workflow

July 24, 2025/in What's New? Automations, Conversation AI

We’ve introduced two highly requested upgrades to enhance your Conversation AI performance, making your bots smarter and more adaptable. 1. Add Contact Info – Now Supports Up to 20 Fields! You can now update up to 20 contact fields within a single bot, an increase from the previous limit of just 3. This enhancement allows […]

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[LABS RELEASE] Multiple Popups per Page – Funnels & Websites!

July 24, 2025/in What's New? Forms, Funnels and Websites

You can now add and manage multiple popups on a single website or funnel page, each with its own triggers, design, and behaviour. This allows you to show different offers, forms, or messages within the same flow. Open any page in the builder. Click the usual “Popups” button. Add and manage your popups from the […]

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Additional Assets Support at Campaign Level in Google Ads

July 23, 2025/in What's New? Forms

We’ve introduced a new “Additional Assets” section at the campaign level for Google Ads. Assets defined here apply uniformly across all ads within all ad groups of a campaign. This enhancement allows users to configure the following three asset types directly in the campaign setup: 1. Business Logo 2. Call Extensions 3. Sitelinks You can […]

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Account Dashboard: Pipeline-Specific Insights for General Opportunity Widgets

July 23, 2025/in What's New? Dashboard, Opportunities and Pipelines

You can now explore individual pipeline performance directly from the general widgets you already utilise. Previously, the Opportunity Status , Opportunity Value , and Conversion Rate widgets displayed aggregated values across all pipelines. This made it challenging to isolate performance metrics for specific workflows or sales processes. With this release, users can now filter each […]

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📞 Make Calls On-the-Go — Without Buying a Number!

July 23, 2025/in What's New?

Stay in the Zone and connect with leads directly from the mobile app using your own SIM number. You’re reviewing contacts, opportunities, or conversations in the app, and want to call a lead—only to realise you haven’t set up or purchased a business number, or it is not supported. The old way? Copy the number, […]

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Prepped for Every Call: Scripts at Your Fingertips 📜

July 23, 2025/in What's New? Conversations, Opportunities and Pipelines

Streamline Calls with In-App Call Scripts Provide your team with real-time guidance to close more deals, maintain consistency, and foster better conversations. Agents often encounter uncertainty during calls, missing key qualifiers, forgetting talk tracks, or handling objections inconsistently. This results in unpredictable outcomes, lost opportunities, and an inconsistent customer experience. Introducing Call Scripts in the […]

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New Rich Text Element Now Available – Funnels and Websites!

July 23, 2025/in What's New?

The new Rich Text Element is now live in the Builder, providing you with advanced formatting control directly within the editor, without the need for custom code or workarounds. Open your funnel builder and navigate to the Quick Add → Text section. Drag the “Rich Text” element onto your page. Start typing – it functions […]

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Rolling Notification for Snapshot Pushes

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

🚀 **New Feature Enhancement: Rolling Notification System for Snapshot Pushes** **Smart Grouped Notifications Introduced:** For <10 locations, in-app notifications remain unchanged (individual per location). For ≥10 locations, notifications are now grouped and sent at milestone intervals: After 10%, 30%, 70%, and 100% of locations are processed. Reduces notification volume for high-scale pushes. **Failure Notifications Remain […]

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Support for BBPOS WisePOS E and Stripe S700 Internet Readers on Mobile POS

July 21, 2025/in What's New? Payments

We are excited to announce our latest update for mobile POS payments, featuring support for Stripe’s internet-connected readers: BBPOS WisePOS E and Stripe S700! You can now register either device within Clixio, LeadConnector, or your Whitelabelled mobile app to accept secure in-person payments directly through the POS. This functionality is available in version v3.103.4 of […]

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Voice Call Pricing Changes – Effective August 11, 2025

July 18, 2025/in What's New?

📥 Overview Our downstream carrier has announced updates to pricing for Programmable Voice outbound minutes and toll-free local incoming minutes across select countries. These changes will take effect from 11 August 2025, impacting the cost of outbound voice calls and toll-free inbound minutes. 📊 What’s Changing? Outbound Voice (Programmable Outbound Minutes) • St. Lucia – […]

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WhatsApp Workflow Trigger: Click-to-WhatsApp Ads & Facebook Page CTA

July 10, 2025/in What's New? Automations, Conversations

Turn Ad Clicks into Instant Conversations A new workflow trigger activates the moment a prospect messages you through a Click-to-WhatsApp Ad or a Facebook Page Call-to-Action button. This allows you to automate replies, assign leads, and initiate follow-ups the instant high-intent users reach out. Click-to-WhatsApp Ads / Page CTA Trigger Start any workflow as soon […]

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Clone WhatsApp Templates | Clixio Changelog

July 10, 2025/in What's New? Automations

Creating New WhatsApp Templates Just Got Faster You can now clone any existing template, retaining all of its content, and adjust only what you need—no more rewriting from scratch. One-Click Clone – Duplicate any approved template in seconds. Preserve Everything – Variables, media, buttons, and formatting all carry over. Quick Edits – Open the cloned […]

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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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