Admin Enhancements for CRM Contact Reassignment Admins can now reassign CRM contacts linked to affiliates when duplicate contact records with the same email exist across various products. This enhancement ensures that affiliates are always connected to the correct CRM contact, thereby improving reporting accuracy, attribution, and downstream workflows. Introduced a new admin option for reassigning […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-01-09 18:13:002026-01-09 18:13:00Allow Admins to Reassign CRM Contacts Between Affiliates
Form tracking now captures more than just names and email addresses. External Tracking has been enhanced to detect, capture, and map custom fields from both Clixio forms and standard HTML forms, with improved field-level accuracy. ✨ What’s New: Custom Field Capture You can now capture a wide range of custom field types, including: Single-line and […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-01-08 23:53:002026-01-08 23:53:00Enhanced Form Tracking & Custom Field Capture
We’ve simplified the process of discovering and managing experimental features in Labs, providing clearer controls and increased flexibility for agencies. 1. Visibility and Enablement Are Now Separate: You can now choose whether a Labs feature is visible to a sub-account and whether it is enabled independently. 2. Default Visibility for New Labs Features: Decide whether […]
What’s New? You can now dynamically assign fillable fields in Documents & Contracts templates to the workflow “From user”. How to Use? Step 1 Create a Template with Sender Field – Navigate to Payments → Documents & Contracts → Templates. Click New to open the template editor. Add a Signature or any other fillable field. […]
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) […]
https://clixio.io/wp-content/uploads/2026/01/114751f22ff9b5b31abe70a09c94a592.png5621084Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-01-07 00:10:002026-01-07 00:10:00AI Actions in workflows: Improved Naming and Organization
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, […]
https://clixio.io/wp-content/uploads/2026/01/464a9c93e2b6e8a0559b4347517e51a6.png12961412Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-01-06 23:35:002026-01-06 23:35:00Support for Custom Values in Calendars
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. […]
https://clixio.io/wp-content/uploads/2026/01/d33a897b943a46273350c58afbdfa1cb.png13021040Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-01-06 23:17:002026-01-06 23:17:00Phone Number Sync for Calendly Appointments
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 […]
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 […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-12-31 21:16:002025-12-31 21:16:00Sticky Phone Number on Mobile
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 […]
https://clixio.io/wp-content/uploads/2025/12/8a07ec34a959ac9853427bcbb7cd57ad.jpeg23401080Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-12-31 21:11:002025-12-31 21:11:00Custom Dispositions on Mobile | Clixio Changelog
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 […]
https://clixio.io/wp-content/uploads/2025/12/e705e8e863a3ded9ccd4f0af3d3b4d8b-scaled.png13182560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-12-31 00:21:002025-12-31 00:21:00Expanded sound notifications for Live Chat Widget messages
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 […]
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, […]
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 […]
https://clixio.io/wp-content/uploads/2025/12/357fa2bbb16120759e396c2bbf5059af-scaled.png12952560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-12-26 20:05:002025-12-26 20:05:00WhatsApp Media Retention & “Add to Documents”
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 […]
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: […]
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 […]
👀 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 […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-12-24 07:24:002025-12-24 07:24:00Meta Ads now supported in previously restricted regions (AU / SG / TW)
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 […]
https://clixio.io/wp-content/uploads/2025/12/e30296d7f8a5c9ed58fdca39909dd5b3.gif558540Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-12-24 00:17:002025-12-24 00:17:00Workflows: Rich Text Editor for “Add Notes” action
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 […]
https://clixio.io/wp-content/uploads/2025/12/67d2f89fa34d44e6675d2baddb9c0089-scaled.png14142560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-12-23 15:58:002025-12-23 15:58:00Service Booking Variables Now Available in WhatsApp Templates & Flows
Allow Admins to Reassign CRM Contacts Between Affiliates
/in What's New? Affiliate Manager, Automations, CRM, ReportingAdmin Enhancements for CRM Contact Reassignment Admins can now reassign CRM contacts linked to affiliates when duplicate contact records with the same email exist across various products. This enhancement ensures that affiliates are always connected to the correct CRM contact, thereby improving reporting accuracy, attribution, and downstream workflows. Introduced a new admin option for reassigning […]
Enhanced Form Tracking & Custom Field Capture
/in What's New? FormsForm tracking now captures more than just names and email addresses. External Tracking has been enhanced to detect, capture, and map custom fields from both Clixio forms and standard HTML forms, with improved field-level accuracy. ✨ What’s New: Custom Field Capture You can now capture a wide range of custom field types, including: Single-line and […]
Improved Labs Controls: Better Visibility, More Flexibility 🧪
/in What's New?We’ve simplified the process of discovering and managing experimental features in Labs, providing clearer controls and increased flexibility for agencies. 1. Visibility and Enablement Are Now Separate: You can now choose whether a Labs feature is visible to a sub-account and whether it is enabled independently. 2. Default Visibility for New Labs Features: Decide whether […]
Documents & Contracts: Assign fillable fields Dynamically from Workflows
/in What's New? Automations, Documents & Contracts, PaymentsWhat’s New? You can now dynamically assign fillable fields in Documents & Contracts templates to the workflow “From user”. How to Use? Step 1 Create a Template with Sender Field – Navigate to Payments → Documents & Contracts → Templates. Click New to open the template editor. Add a Signature or any other fillable field. […]
AI Actions in workflows: Improved Naming and Organization
/in What's New? Automations, Conversation AIWe’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) […]
Support for Custom Values in Calendars
/in What's New? CalendarYou 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, […]
Phone Number Sync for Calendly Appointments
/in What's New? Calendar, FormsWe’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. […]
✨ Add Multiple Date-Specific Hours for Services (v2)
/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 […]
Sticky Phone Number on Mobile
/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 […]
Custom Dispositions on Mobile | Clixio Changelog
/in What's New? ReportingMeet 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 […]
Expanded sound notifications for Live Chat Widget messages
/in What's New? Chat WidgetExpanded 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 […]
Media Library for WhatsApp Templates
/in What's New? Documents & ContractsWe’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 […]
Controlled side-tray behavior via settings icon
/in What's New? Automations, Forms, SurveysYou 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, […]
WhatsApp Media Retention & “Add to Documents”
/in What's New? Automations, CRM, Documents & ContractsFiles 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 […]
Missed Call WhatsApp Back | Clixio Changelog
/in What's New? Automations, Opportunities and PipelinesMissed 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 […]
WhatsApp Message Rate Card Updates
/in What's New? Automations, Conversations, Documents & ContractsStarting 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: […]
Guided Onboarding for Snapshots | Clixio Changelog
/in What's New? AutomationsWe’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 […]
Meta Ads now supported in previously restricted regions (AU / SG / TW)
/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 […]
Workflows: Rich Text Editor for “Add Notes” action
/in What's New? Documents & ContractsThe 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 […]
Service Booking Variables Now Available in WhatsApp Templates & Flows
/in What's New? AutomationsYou 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 […]