We’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal. CRM users can now share files directly with contacts and receive uploads back, all from within the Documents area. Centralised Files: All shared and received documents are located under a single Documents tab, reducing […]
We are excited to roll out a powerful set of features under WhatsApp! This release brings greater transparency, control, and usability for businesses managing their WhatsApp Business Accounts (WABAs). From monitoring your messaging limits to creating shareable WhatsApp message links, we’re providing everything you need to engage customers more effectively. 1. Messaging Limit Visibility + […]
We’re thrilled to announce the release of the Contact Update Bulk Tags Public API! This new feature allows you to easily create or remove tags using public APIs. Managing tags for contact notes has just become easier! With these new public APIs, you can now: **Create Tags:** Add new tags to up to 500 contacts […]
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 […]
https://clixio.io/wp-content/uploads/2025/05/4d5dba034d927b775f713cf0c0fa0a97.png23471703Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-04 19:11:002025-05-04 19:11:00Communities group filter in Smartlist
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 […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-03 00:44:002025-05-03 00:44:00Fixes and enhancements to right sidebar
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 […]
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 […]
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 […]
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 […]
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 […]
https://clixio.io/wp-content/uploads/2025/05/1e7c4648be61bdb5978d2a2bb137a195.png12002088Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-01 22:41:002025-05-01 22:41:00Chat Widget Now Loads After Cookie Consent
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 […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-01 20:56:002025-05-01 20:56:00Manual Expiry Date Selection for Templates
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 […]
https://clixio.io/wp-content/uploads/2025/04/bad3d7066999f1ec03b3dfec6fe7b848.png4871468Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-04-30 23:05:002025-04-30 23:05:00Multiple Knowledge Bases in Conversation AI
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 […]
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 […]
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 […]
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: […]
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 […]
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 […]
https://clixio.io/wp-content/uploads/2025/04/d275643f61a436ddbefa5a87a0bb76b8.png4082096Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-04-29 01:11:002025-04-29 01:11:00Rearrange Elements and Layouts with Arrow Controls 🚀
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 […]
https://clixio.io/wp-content/uploads/2025/04/dbe1bc9a4391fd3c20dacbc14807711a.png405720Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-04-28 20:36:002025-04-28 20:36:00Seamless Onboarding with New WordPress Site Setup CTAs and Emails
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 […]
https://clixio.io/wp-content/uploads/2025/04/2d3f93e04dd781939611a71f6c6369bd.png333720Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-04-28 20:21:002025-04-28 20:21:00Add Popular Plugins on WordPress Site Setup
CRM Contacts And Client Portal
/in What's New? Client Portal, CRM, Documents & Contracts, IntegrationsWe’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal. CRM users can now share files directly with contacts and receive uploads back, all from within the Documents area. Centralised Files: All shared and received documents are located under a single Documents tab, reducing […]
WhatsApp: Messaging Limits and Message Links
/in What's New? ConversationsWe are excited to roll out a powerful set of features under WhatsApp! This release brings greater transparency, control, and usability for businesses managing their WhatsApp Business Accounts (WABAs). From monitoring your messaging limits to creating shareable WhatsApp message links, we’re providing everything you need to engage customers more effectively. 1. Messaging Limit Visibility + […]
Contacts | Bulk Update Tags using APIs
/in What's New?We’re thrilled to announce the release of the Contact Update Bulk Tags Public API! This new feature allows you to easily create or remove tags using public APIs. Managing tags for contact notes has just become easier! With these new public APIs, you can now: **Create Tags:** Add new tags to up to 500 contacts […]
Communities group filter in Smartlist
/in What's New? Client Portal, Communities, CRMWe’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 […]
Fixes and enhancements to right sidebar
/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 […]
Email Statistics Dashboard Updates 🚀
/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 […]
Mobile App – DND Enhancement
/in What's New? Automations, ConversationsDND 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 […]
Mobile App – Spam Management
/in What's New? AutomationsWe’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 […]
Mobile App – Inbound Call Transfer
/in What's New? ConversationsYou’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 […]
Chat Widget Now Loads After Cookie Consent
/in What's New? Chat Widget, Funnels and WebsitesWe 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 […]
Manual Expiry Date Selection for Templates
/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 […]
Multiple Knowledge Bases in Conversation AI
/in What's New? Automations, Conversation AIWhat’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 […]
Bulk Action Campaigns Now Visible in Email Marketing 🚀
/in What's New? Dashboard, ReportingAs 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 […]
Account Affiliate Manager: Streamlined Affiliate Profile Editing
/in What's New? Affiliate ManagerManaging 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 […]
Account Dashboards & Reporting: Reschedule Filter for Appointments
/in What's New? Dashboard, ReportingYou 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 […]
SSH Access + SSH Key Management for WordPress Hosting
/in What's New? Automations, DashboardYou 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: […]
Documents & Contracts: Cloning of Documents
/in What's New? Dashboard, Documents & Contracts, PaymentsUntil 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 […]
Rearrange Elements and Layouts with Arrow Controls 🚀
/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 […]
Seamless Onboarding with New WordPress Site Setup CTAs and Emails
/in What's New? DashboardWe’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 […]
Add Popular Plugins on WordPress Site Setup
/in What's New? DashboardYou 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 […]