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Calendar Settings Just Got Easier to Understand!

June 23, 2025/in What's New? Calendar, Payments

We’ve enhanced the calendar setup experience by incorporating helpful info icons and clear descriptions across all settings. Now, it’s quicker than ever to understand what each setting does—ranging from availability and recurring meetings to payments and sync preferences . This update provides built-in clarity at every step of the configuration process, enabling you to make […]

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Account Dashboards: Custom Fields in Table Widget

June 20, 2025/in What's New?

You can now add custom fields as selectable columns in your Contacts and Opportunities table widgets, providing you with greater flexibility and visibility directly from the dashboard. Custom fields can now be added as columns in Contacts and Opportunities table widgets. Birthdate has also been included as a table column for contacts widgets. Enter Edit […]

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Form and Survey Builder Now Opens in a Pop-Up inside Funnel Builder!

June 20, 2025/in What's New? Automations, Forms, Surveys

We have enhanced the Funnel Builder by embedding the Form/Survey Builder directly within the interface. Instead of opening in a new tab, forms now launch in a 90% screen modal, providing a faster and more seamless editing experience. Previously, editing a form or survey would redirect you to a separate tab, creating friction and disrupting […]

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Fully Customizable Notifications in Services

June 20, 2025/in What's New? Calendar

We’re excited to announce that Services (currently in private beta) now supports completely customizable email and in-app notifications. This enhancement gives you greater control over how and when your customers and team members are informed throughout the booking journey. — Six Notification Triggers Available: Configure notifications for key moments in the service appointment lifecycle: — […]

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New Enhancements in Services (Currently in Private Beta)

June 20, 2025/in What's New? Calendar

We’ve introduced several exciting improvements in Services to streamline setup, enhance visibility, and improve usability across the booking experience. ✅ Default User Availability Per Service To reduce setup friction, when a new staff member is added to a service, they are now automatically configured with a default availability of 9 AM to 5 PM . […]

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Personalize Your Chat Widget’s Contact Form Prompt

June 20, 2025/in What's New? Chat Widget, Conversations

Give your visitors a warm, on-brand welcome before they share their details. The new Contact Form Message allows you to replace or remove the default contact form prompt, ensuring that every chat starts exactly how you want it. **Navigate:** Go to Chat Widget builder → Chat Window → Live Chat Assigned. **Enable:** Flip on Enable […]

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Conversation AI – Human Handover

June 20, 2025/in What's New? Automations, Conversation AI, Conversations

What’s New? Human Handover for Conversation AI Your AI bot can now automatically transfer conversations to a human when it recognises that it is no longer the best option for assistance. Whether due to a complex question, repeated failures, or a direct request such as “Can I speak to a human?”, the bot ensures your […]

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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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RSS Latest Feature Updates

  • Store Deletion Behavior Update | Clixio Changelog April 23, 2026
  • Terms & Conditions Consent at Store Checkout April 23, 2026
  • Social Planner: Community now in Comment Management April 23, 2026
  • Opportunity Smart Lists | Clixio Changelog April 22, 2026
  • WhatsApp Calling (Closed Beta) | Clixio Changelog April 22, 2026
  • Printful Auto Shipping Profile & Live Rates at Checkout April 22, 2026
  • AI Pages — Customization & Content Enhancements April 21, 2026
  • Delete Schema Markup Feature | Clixio Changelog April 21, 2026
  • Custom Date Reminder: Now for Custom Objects, Opportunities and Companies April 21, 2026
  • Conversation AI – Services Calendar V2 Enhancements April 21, 2026
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