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Communities group filter in Smartlist

May 4, 2025/in What's New? Client Portal, Communities, CRM

We’ve added a brand-new **Community Groups** filter to the CRM’s Smart Lists, giving you greater control and precision when managing your contacts. A “**Groups**” filter is now available under the **Client Portal** section in the filter panel. You can easily search for “community” or “Client Portal” to quickly find the new filter. Filter contacts based […]

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Fixes and enhancements to right sidebar

May 3, 2025/in What's New?

Enhancements All panels expanded by default: All settings panels are fully open when you launch the builder. You can then collapse any that you don’t need. Previously, some panels were collapsed, which made it difficult to view all categories on one screen. Switch to General whenever a new element is added: New sections and elements […]

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Email Statistics Dashboard Updates 🚀

May 2, 2025/in What's New?

Email Statistics Dashboard Updates 🚀 | Clixio Changelog Made Statistics the new default landing page in Email Marketing. Introduced a dummy data view so new users can explore without sending a campaign. Added UI indicators to clearly show when you’re viewing dummy data. Once you send your first campaign, the page will automatically display real […]

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Mobile App – DND Enhancement

May 2, 2025/in What's New? Automations, Conversations

DND is no longer buried behind 6 clicks and 3 menus. It’s now exactly where you need it — right in the middle of your daily workflows. Whether you’re fielding incoming calls, managing conversations, or reviewing logs on the go, you can now mark contacts as DND with just one tap, directly from the screen […]

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Mobile App – Spam Management

May 2, 2025/in What's New? Automations

We’re excited to announce the rollout of Spam Tagging on mobile — helping you and your team identify suspicious calls in real-time, avoid distractions, and stay focused on what matters. Whether it’s an incoming spam call or a missed one, the app now alerts you with a clear “Spam Likely” tag across the entire call […]

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Mobile App – Inbound Call Transfer

May 1, 2025/in What's New? Conversations

You’ve been asking, we’ve been building — and it’s finally here! Inbound Call Transfers Have Officially Landed on Mobile , unlocking smoother handoffs, smarter conversations, and total control right from your phone! Already available for outbound calls, Call Transfer is now fully supported for inbound calls on the mobile app — giving you more flexibility […]

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Chat Widget Now Loads After Cookie Consent

May 1, 2025/in What's New? Chat Widget, Funnels and Websites

We have enhanced the Chat Widget to load only after users have accepted cookie consent on Funnel websites. The widget will now check for cookie consent before rendering on Clixio funnel websites. If cookie consent has already been granted, the widget loads as expected. If consent is not given, the widget will wait and will […]

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Manual Expiry Date Selection for Templates

May 1, 2025/in What's New?

1. **Manual Template Expiry Dates**: Users can now choose between two options: – Set a specific expiry date for the template. – Select ‘Never Expire’ to keep the template active indefinitely. 2. **Remove Expiry Option**: Users can easily remove the expiry date by selecting ‘Never Expire’ again. 3. **Reminder Email Customisation**: After setting the expiry […]

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Multiple Knowledge Bases in Conversation AI

April 30, 2025/in What's New? Automations, Conversation AI

What’s New? We’ve introduced the Multiple Knowledge Base feature, allowing users to create and manage separate knowledge bases for each Conversation AI bot. Unlike the previous system, where all bots shared a single knowledge base, you now have complete flexibility to tailor knowledge sources for each bot. Use Case: Let’s say you have the following […]

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Bulk Action Campaigns Now Visible in Email Marketing 🚀

April 30, 2025/in What's New? Dashboard, Reporting

As part of the All in One initiative for email campaigns, campaigns created from Bulk Actions now appear in the Email Marketing section, with consistent statistics and list views across all campaigns. Centralised campaign view Consistent reporting and stats Improved transparency 👷‍♂️ How to Check It: Create a campaign via Bulk Action in Contacts. Go […]

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Account Affiliate Manager: Streamlined Affiliate Profile Editing

April 29, 2025/in What's New? Affiliate Manager

Managing Affiliate Details Made Easier Managing affiliate details just became quicker and simpler. The improved editing flow enables you to effortlessly view, update, and take action directly within the affiliate’s profile—all in one location. Navigate to the Affiliate Manager Click on an Affiliate Profile Tap the Edit icon next to the name to update profile […]

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Account Dashboards & Reporting: Reschedule Filter for Appointments

April 29, 2025/in What's New? Dashboard, Reporting

You can now track rescheduled appointments in both your dashboards and appointment reports for deeper insights into scheduling patterns. Appointment Reporting: Go to the Appointment Reporting page and scroll down to view the new “Top 5 Calendars with Reschedules” chart. Dashboards: Add or edit any appointment widget, go to the Conditions tab, and apply the […]

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SSH Access + SSH Key Management for WordPress Hosting

April 29, 2025/in What's New? Automations, Dashboard

You can now securely access your WordPress server via SSH using public key authentication—perfect for developers and power users. ✨ Highlights: SSH Access Toggle: Enable or disable SSH from the WordPress Dashboard → Advanced Settings → Server Settings → Access SSH . SSH Key Support: Authenticate using secure SSH keys (passwords not supported). CLI Access: […]

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Documents & Contracts: Cloning of Documents

April 29, 2025/in What's New? Dashboard, Documents & Contracts, Payments

Until now, users were only able to clone templates, and it was cumbersome to create duplicates directly from existing documents. You first had to convert them into a template, and then use that template to create a similarly styled document. You can now simply click on ‘Clone’ within a document to create a duplicate. Navigate […]

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Rearrange Elements and Layouts with Arrow Controls 🚀

April 29, 2025/in What's New?

Rearranging Elements and Layouts: Previously, this was a manual and time-consuming process that involved multiple steps. Drag-and-Drop Intuition: The drag-and-drop option was not particularly intuitive for users. New Controls: We have introduced up and down arrow controls to allow users to move elements and layouts directly within the builder. Faster and easier organisation. A more […]

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Seamless Onboarding with New WordPress Site Setup CTAs and Emails

April 28, 2025/in What's New? Dashboard

We’ve made it easier than ever for users to get started with their WordPress sites immediately after payment — with clearer prompts, a smoother dashboard experience, and new targeted email notifications! 🚀 Email Notifications: We’ve added three new email triggers to guide users through their WordPress setup journey: Payment Confirmation Email: Confirms payment and prompts […]

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Add Popular Plugins on WordPress Site Setup

April 28, 2025/in What's New? Dashboard

You can now select from a curated list of popular WordPress plugins during the site creation process, making it quicker and easier to set up your site with essential tools from day one. Go to Sites → WordPress Dashboard. Click Create Site On the Popular Plugins step, select the plugins you wish to use. Finish […]

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Activity Section Upgrade

April 28, 2025/in What's New?

Overview We’ve fully redesigned the Contacts → Activity section. You’ll now see a continuous activity stream with distinct icons, date groupings, clickable cards, and backend optimisations, delivering faster load times and a cleaner interface. 🚀 What’s New? New Event Icons: Each activity type (calls, emails, notes, etc.) now has its own icon for instant recognition. […]

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A2P registration now helps you increase call answer rates too

April 25, 2025/in What's New?

23rd of April, 2025 Your outgoing Voice calls are more likely to get answered after you register for A2P SHAKEN/STIR registration helps you increase the call completion and call answer rates by verifying your ownership of the phone number. CNAM registration affects calling metrics similarly by helping you display your business name to your contacts […]

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Template Library is available in Blog

April 25, 2025/in What's New?

We introduced a Template Library in the Blog section to help you create blogs faster and more effectively. Save time with pre-built blog structure Choose from a variety of blog types Go to Sites > Blogs Click New → Select Start with Template Library Browse and click on a template to review it Click Continue […]

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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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