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Revoke Course Access Enhancement | Clixio Changelog

March 24, 2025/in What's New?

Enhanced Course Access Management with Revocation Feature We’ve enhanced course access management with a new revocation feature, allowing more granular control over individual courses within an offer. Revoke Individual Course Access – Admins can now remove access to a specific course without affecting the entire offer. Offer Integrity Maintained – Users will continue to have […]

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[Labs] Highlighting & Resolving Errors in a Workflow

March 24, 2025/in What's New? Automations, Integrations

The Error Highlight and Error Resolution using AI feature helps you quickly identify, understand, and resolve errors within your workflows using AI. This feature provides visual cues, actionable insights, and clear guidance for troubleshooting errors directly from the Error Tab in the side panel. Improves Workflow Reliability: Quickly highlights and helps resolve errors, ensuring your […]

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Add cc/bcc in Email Action

March 24, 2025/in What's New?

Now you can add cc/bcc fields in the Email Action Add cc/bcc fields in the email action by clicking on the cc/bcc buttons. When you click on the button the respective fields will populate. You can add cc, bcc or both in the Email action. Cc and Bcc emails will not be reflected in the […]

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Thinking / Typing Indicator for Conversation AI in Live Chat

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

**Introducing the Typing / Thinking Indicator for Conversation AI** We’ve introduced the Typing / Thinking Indicator for Conversation AI, enhancing user experience by making AI interactions feel more natural and engaging. This feature provides real-time feedback, letting users know when the AI is generating a response. When the AI is processing a response, a visual […]

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Calendars: Streamlined Notifications & Smarter Payment Integration

March 24, 2025/in What's New? Calendar, Integrations

Enhanced Calendars Experience We’re continuing to enhance the Calendars experience by making it more seamless, user-friendly, and better connected across the Clixio platform. These updates focus on reducing friction, simplifying user flows, and enabling smoother collaboration among different modules. Create Email Template Directly from Calendar Notifications Settings We’ve streamlined the process of setting up notification […]

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Introducing New Templates | Clixio Changelog

March 23, 2025/in What's New? Automations, Funnels and Websites, Surveys

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and […]

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Call Recording message is now mandatory

March 21, 2025/in What's New?

17-3-25 Call Recording message can’t be left blank now. Earlier, If the call recording message field was blank (no character at all), we would play the default call recording message If the call recording message field had a blankspace character, we would not play anything Now, Existing cases of blank/blankspace call recording messages can continue […]

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Internationalization For Client-Portal & Child Apps (Language support for entire Client Portal)

March 21, 2025/in What's New? Client Portal

**Improved Language Internationalisation** We’ve implemented language internationalisation for the client portal and child app, making it a truly global product. Now available on web and mobile, this enhancement ensures a seamless and user-friendly experience for all users. **Supported Languages** We’ve enabled support for multiple languages, including: German Spanish French Canada French France Dutch Portuguese Portugal […]

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Cancellation Widget – Consistent & Informative Cancellation Experience

March 21, 2025/in What's New?

We’ve Enhanced the Cancellation Widget to align its look and feel with the Booking and Reschedule experiences. These updates ensure users can confidently cancel appointments with full context and businesses gain better visibility into why appointments are cancelled.

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Inline Editing for Forms, Surveys & Quizzes!

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

✨ New Feature: Inline Editing in the Builder We’ve made form creation more intuitive with Inline Editing—allowing you to edit text elements directly within the builder preview! No need to open a settings panel—just click, type, and edit instantly. Direct Editing in the Builder – Click on any text element and update it right away. […]

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Ad Manager: Image Editor for Ad Media

March 20, 2025/in What's New? Integrations

Ad Manager: Image Editor for Ad Media | Clixio Changelog Introduction The new Image Editor functionality for Ad Manager allows users to edit images seamlessly while creating or editing their ad campaigns. The tool provides a variety of features to customise the media content directly within the platform. Accessing the Image Editor From the Ad […]

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Invoices: Addition of 3 default reminders

March 20, 2025/in What's New? Payments

What’s new? Now whenever a new sub-account starts using invoices: 3 default reminders will be preset. This will help businesses to collect payments on time. Ease of settings on Invoices How to use? Go to Invoices -> Settings See default reminders -> Disable the ones that you don’t want or change templates as per your […]

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Expanded Opportunity Values | Clixio Changelog

March 19, 2025/in What's New? Opportunities and Pipelines

**We’re excited to introduce the new Contact Engagement Score—a valuable metric designed to help you quickly assess and prioritise Opportunities based on customer interactions.** **Customisable Opportunity Cards & Tables:** You can now personalise Opportunity cards and tables by displaying the Engagement Score, aligning your workspace with the metrics that matter most. **Included in Data Exports:** […]

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WhatsApp Coexistence General Availability | Clixio Changelog

March 19, 2025/in What's New? Automations, Conversations, CRM, Integrations

WhatsApp Coexistence is Now Live for All Supported Countries We are excited to announce the general availability of WhatsApp Coexistence! Businesses can now seamlessly integrate their existing WhatsApp Business App with Clixio CRM, enabling dual-platform messaging without the risk of bans or service disruptions. Unsupported Regions & Countries WhatsApp Business App Coexistence is not supported […]

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Ad Manager: Sales objective for Meta Ads

March 19, 2025/in What's New? Conversations, Funnels and Websites

👀 What’s New? We are excited to announce that Sales Objective is now available in HL Ad Manager along with the pre-existing Lead Generation, Website Traffic, and Engagement objectives. This addition enables businesses to drive meaningful conversions directly from their ads. With the Sales Objective, advertisers can now optimize their Meta campaigns for high-value actions, […]

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Default Sorting Option for Product List Page for E-commerce stores

March 19, 2025/in What's New? E-Commerce

We’re thrilled to introduce Default Sorting for the Product List page in online stores! Store owners can now control how products are displayed by default, ensuring customers see products in the preferred order when landing on collection or category pages. A new “ Default Sorting ” dropdown is available under: Store owners can choose from […]

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Enhanced Interaction Effects for E-commerce Store Elements

March 19, 2025/in What's New? E-Commerce

Enhanced Hover Interaction Effects We’re excited to introduce hover interaction effects that enhance the browsing experience for store visitors. With this update, visitors will get a clear visual cue when hovering over interactive elements, making navigation and interaction more intuitive. Product Title Underline: A subtle underline appears when hovering over product titles (on product listing […]

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Estimates: Activity Tracking to check the status is live!

March 18, 2025/in What's New? Dashboard

Estimates: Activity Tracking Now Live! | Clixio Changelog Estimates: Activity Tracking to check the status is live! | Clixio Changelog Send out an estimate and view its entire history from sent, edited, viewed, to signed – just by clicking on view history in the options menu. Open Invoices & Estimates -> Estimates Scroll to the […]

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Invoices: Text formatting in Descriptions now live

March 18, 2025/in What's New?

Invoices: Text Formatting in Descriptions Now Live Invoices: Text formatting in Descriptions now live | Clixio Changelog Invoices now have formatting enabled for the descriptions. Formatting coming from estimates, product descriptions will now be preserved. Its super easy to add bullets, bold important details etc. Invoice Preview can now display html description with proper formatting […]

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Stay Informed About Contact Enrollment Delays

March 18, 2025/in What's New? Automations

We’ve introduced a Rate Limit Notification Banner to proactively inform users when contact enrolment is delayed due to rate limits. 🆕 Proactive Delay Notification A new banner appears on both the Workflow List Page and Contact Enrolment Page whenever rate limits are causing delays. 👀 Clear Visibility Until Execution The banner stays visible until the […]

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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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