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Use Physical Deskphones linked to your CRM (SIP Endpoints)

June 19, 2025/in What's New? CRM

19th June 2025 Use Your Physical Desk Phone with Clixio (SIP Endpoints) Utilise a VoIP desk phone that remains connected to your CRM. Make both outbound and inbound calls using your desk phone. Transfer calls to team members with blind transfers. Take advantage of call recording and transcription features. Available through Labs. Enable via Labs: […]

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International Automatic Taxes (Includes VAT)

June 19, 2025/in What's New? E-Commerce, Funnels and Websites, Payments

Business can now configure and apply automatic taxes for multiple countries including both those within and outside the United States, ensuring accurate and compliant tax calculations across global checkouts. What’s New? Businesses can select multiple countries for automatic tax calculations and can also add country-specific VAT IDs or local tax ID numbers . Businesses can […]

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Hide Countdown Timers in Apple Mail

June 19, 2025/in What's New?

For contacts using Apple Mail on iOS 15 and above, countdown timers were being pre-cached, resulting in inaccurate countdowns when the email was opened. You can now hide timers for Apple Mail users to prevent displaying incorrect countdowns. Simply enable a checkbox in the timer settings. **Steps to Hide Timers for Apple Mail Users:** Navigate […]

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Customize Payment Links with Your Brand Colors

June 18, 2025/in What's New? Integrations, Payments

What’s New Payment links have received a visual upgrade! Whether you’re closing a deal or selling a product, your links can now represent your brand personality—right down to the colours and buttons. Brand Board Integration: You can now apply your Brand Board styling directly to all your payment links—logos, colours, button shades, and more. Custom […]

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Improved Document Sending Modal | Clixio Changelog

June 18, 2025/in What's New?

We’ve made a few handy updates to enhance your document-sending experience, making it both faster and clearer! **Edit Icon – Now Always Visible:** The Edit icon is now permanently displayed on the document send modal screen. This means users can easily identify where to click if they wish to modify the email before sending it. […]

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🧠 Ask AI now displays which Brand Voice is being used

June 18, 2025/in What's New?

We’ve made it easier to understand and manage how Ask AI generates content for your brand. Here’s what’s new: ✅ Brand Voice now visible You’ll now see the active Brand Voice displayed directly below the Ask AI input box, ensuring you always know which tone and style are being applied. ✏️ Easily turn it off […]

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Conversations: Live Chat Notifications Now Supported

June 18, 2025/in What's New? Conversations

With this enhancement, Live Chat messages will now prompt notifications based on your existing preferences, ensuring you stay informed at all times. Live Chat messages now prompt notifications. No additional settings are required — if you’ve already activated conversation notifications, you’ll automatically receive notifications for Live Chat messages. To review or update your notification preferences, […]

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💬 Outbound SMS Pricing Update – Effective June 10th

June 18, 2025/in What's New?

To ensure we continue providing a reliable and transparent messaging experience, we have updated our outbound SMS pricing for several countries based on the latest rate changes from our carrier partner. These changes have been effective since 10th June. Our aim is to keep your communication costs competitive, fair, and straightforward. Here are the new […]

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UI Enhancement: Refreshed Embed & Share Experience with native Email builder support!

June 18, 2025/in What's New? Email Builder, Forms, Surveys

We’ve rolled out a sleek new update to the Embed & Share interface across Forms, Surveys, and Quizzes — designed to make your experience more intuitive, visual, and efficient. This update introduces a refreshed UI for configuring: Embed Layouts — now with clear layout previews for Sticky Sidebar, Slide-In, Popup, and Inline Trigger & Activation […]

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Message-Based Pricing for WhatsApp starting 1 July 2025

June 17, 2025/in What's New?

New Pricing Model Effective from July 1, 2025 Starting from 1 July 2025, WhatsApp will officially transition from conversation-based pricing to a per-message pricing model. This change aims to provide you with greater clarity, control, and cost-efficiency in your communications with customers. Under the message-based pricing structure, you will now be charged: 📣 Per delivered […]

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Bulk Actions in Opportunities – Cards View

June 17, 2025/in What's New? Opportunities and Pipelines

📌 Overview You can now perform bulk actions directly from the Opportunities Kanban/Card view without needing to switch to the List view. Note: To enable this feature, go to Settings > Labs > Enable "Bulk Actions in Cards View" ![Screenshot 2025-06-17 at 6]( 🚀 What’s New Bulk Card Selection: Select multiple opportunity cards using checkboxes […]

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🚀 Now Live: Contact Summary Agent in Ask AI

June 17, 2025/in What's New? Conversations, Opportunities and Pipelines, Payments

Certainly! Here’s a revised version for better readability: Introducing the Contact Summary Agent We’ve launched a powerful new feature in Ask AI — the Contact Summary Agent. This tool is designed to provide you with instant, actionable insights about your contacts. With a simple prompt like: “Summarise a contact” “Summarise my contact” 🧾 You can […]

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Beta Labs Release: Template Library for Workflows

June 17, 2025/in What's New? Automations, Template Library

You can now start a workflow using templates from the Template Library! Use ready-made templates to quickly create workflows and get started faster. We will continue to add new and relevant templates to the library. This feature helps users save time by using proven workflow recipes. Go to Settings → Beta Labs. Enable Template Library […]

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Switch Form Types in Builder

June 17, 2025/in What's New?

❓The Problem Statement Previously, users faced a cumbersome process when attempting to change the form type in the builder, often resulting in dead clicks. Switching form types could lead to lost settings, necessitating users to restart their work if they wished to compare or revert to a previous type. ✅What’s New Users can now effortlessly […]

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Authenticator App Support for Two-Factor Authentication (2FA)

June 17, 2025/in What's New? Integrations

We’ve enhanced account security by introducing support for Authenticator Apps as a method for Two-Factor Authentication (2FA). This provides users with a more secure and flexible alternative to SMS and email-based verification. Authenticator App Integration → You can now use apps like Google Authenticator, Authy, Microsoft Authenticator, and others to generate time-based one-time passwords (TOTP) […]

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Revised Flow for Email Templates in Workflows

June 17, 2025/in What's New? Automations, Email Builder

Clixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny new Email Builder Problem Statement Editing a workflow email created from a template used to update the original template—affecting all other workflows using it. No warning was given, making templates risky to reuse. What Changed Adding a template-based email now creates […]

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Countdown Timer Placeholder in Template Sharing

June 16, 2025/in What's New? Automations, Email Builder

The Problem Statement ❓ In the past, when a user shared or continued an email template that included a countdown timer, the timer element would be removed. This led to confusion and required users to manually reinsert the timer each time. Now, when you share or continue a template with a countdown timer, a placeholder […]

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Unified Task UI for Contacts & Opportunities

June 16, 2025/in What's New? Opportunities and Pipelines

🚀 Overview We’ve unified and refreshed the task interface across Contacts and Opportunities. Whether you’re creating a new task, editing an existing one, or filtering your task list, the experience is now fully consistent with an improved user interface and enhanced speed. Note: To enable this feature, go to Settings > Labs > Enable ‘Task […]

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Prospecting Tool Update: Category Management Enhancements

June 13, 2025/in What's New?

We’ve heard your feedback — and we’re making category management in the Prospecting Tool smoother, faster, and more scalable! Whether you’re organising hundreds of prospects or refining niche segments, these updates are designed to reduce friction and enhance productivity when managing large or complex category lists. ✨ What’s New 📝 Increased Character Limit for Category […]

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Funnel Redirection Fix – Smarter Internal Navigation in Cloned Funnels

June 13, 2025/in What's New? Automations, Funnels and Websites

When a funnel was cloned or imported via a snapshot, internal navigation actions such as “Go to Page” and “Go to Step” did not update to reflect the new funnel structure. These actions continued to reference the original funnel’s steps, resulting in broken redirections and requiring users to manually correct the links. The Fix: Smarter […]

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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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