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Introducing New Templates | Clixio Changelog

July 11, 2026/in What's New? Automations, Social Planner

We are thrilled to announce our new web templates, designed to enhance your marketing efforts. Whether you’re 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 allowing you to focus on engaging your […]

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Targeted Edits in AI Builder

July 11, 2026/in What's New? Automations

AI Builder now follows targeted edit instructions with much greater precision. Simply name the actions or triggers you want to change, and it will update exactly those, leaving everything else untouched. It can also apply the same change across multiple actions in a single instruction, allowing bulk edits that previously required opening each action manually […]

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New Channel Management Conversation AI

July 11, 2026/in What's New? Automations, Conversation AI, Conversations

New Channel Management Experience Channel Management transforms the way AI bots are assigned to your conversation channels. Rather than relying on a single “Primary Bot,” any bot can now be directly assigned to specific channels, allowing them to respond independently. (Email, Facebook, Instagram, WhatsApp, Live Chat, Web Chat). Granular Routing. Route by channel, specific account/number, […]

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🚀 Prospect AI gets an activity center & pipeline integration

July 10, 2026/in What's New? Automations, CRM, Dashboard, Integrations, Opportunities and Pipelines

We’ve redesigned the Prospect AI experience to enhance your visibility into what your AI sales agents are doing, what they’ve found, and what’s happening behind the scenes. Managing multiple AI agents is now easier than ever. Redesigned AI Agent Cards Your AI agents now provide more useful information at a glance. Each agent card displays: […]

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Todoist: Workflow actions & triggers

July 10, 2026/in What's New? Automations, CRM, Integrations, Reporting

Todoist Overview Todoist is a task-management platform that helps teams and individuals organise work into projects, sections, and tasks. It offers features such as labels, priorities, due dates, deadlines, comments, and collaboration. The Todoist integration enables these capabilities within the Workflow Builder, allowing task-lifecycle activities to trigger customer-facing automations. You can manage Todoist tasks and […]

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Jira: Workflow actions and triggers

July 10, 2026/in What's New? Automations, Integrations

We have introduced Jira as a native integration in Workflows. Customer-facing automations can now respond when new issues are created or existing issues are updated in Jira. This integration also allows for a range of actions to be driven back to Jira, including: creating, updating, linking, commenting, watching, attaching files, logging work, and moving to […]

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✏️ Fully Edit Service Bookings—Even After Payment

July 9, 2026/in What's New? Payments

Managing Service Bookings just got a whole lot easier! You can now fully edit both paid and unpaid service appointments without needing to cancel and recreate the booking. Whether your customer wants to add another service, change the assigned staff member, update add-ons, or apply a coupon after booking, you can make those changes seamlessly […]

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HighRise Migration for Forms, Surveys & Quizzes Submission Page

July 9, 2026/in What's New? Forms

We’ve successfully migrated the Submission Page for Forms, Surveys, and Quizzes to HighRise! 🎉 This enhancement modernises the underlying architecture, improving maintainability and preparing the platform for future innovations—all while preserving the familiar user experience. Key Updates: Migrated the Forms, Surveys, and Quizzes Submission Page to the HighRise framework. Retained the existing user experience to […]

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Goal Action: Now with Support for User Replies!

July 9, 2026/in What's New? Automations, Conversations

Goal The Goal action now supports User Replied as a goal event. Workflows can now transition contacts directly to a goal when a team member replies to a conversation. This feature simplifies the process of stopping or redirecting automations once human engagement begins. Configure a Goal action and select User Replied as the goal event. […]

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Wait Step: Now with Support for User Replies!

July 9, 2026/in What's New? Automations, Conversations, Opportunities and Pipelines

The Wait Action Enhancements The Wait action now includes ‘User Replied’ as a wait condition. In addition to waiting for a contact’s reply, you can choose to keep the contact on hold until a team member responds to the conversation before moving on to the next step. Coupled with the timeout option, this feature allows […]

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Workflow Trigger: User Replied | Clixio Changelog

July 9, 2026/in What's New? Automations

Triggering Workflows with User Replies You can now start workflows when a user replies to a conversation. This trigger activates whenever a user (team member) sends a reply to a contact, simplifying the automation of internal processes after an agent responds, rather than waiting for a customer reply. Setting Up the User Replied Trigger Add […]

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Sub-account Snapshot Load History | Clixio Changelog

July 9, 2026/in What's New?

Introducing Sub-account Snapshot History This feature provides a new way to track every snapshot ever loaded into a sub-account. You can now view a complete, organised history of snapshot activity directly from the Actions menu on the Sub-accounts page. * A new View Snapshot History option has been added alongside the existing Load Snapshot action […]

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💳 Services (v2): Payment Enhancements

July 8, 2026/in What's New? Payments

We are excited to introduce a range of enhancements to the Services payment experience. These improvements aim to provide customers with a more flexible checkout option and enhance the accuracy of deposit calculations. Choose Between Deposit or Full Payment Businesses can now enable a new setting, allowing customers to choose their payment method at checkout. […]

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🗓️ Buffer Time is Now Visible in Calendar Day & Week Views

July 8, 2026/in What's New? Calendar

You can now visually see pre-buffer and post-buffer times directly in the Day and Week calendar views. Buffers are presented as informational blocks, making it easier to understand appointment spacing without compromising scheduling flexibility. ✨ What’s New Before Buffer times were applied behind the scenes but were not visible in the calendar. Distinguishing between actual […]

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🔐 Control Google Sign-In on Your Client Portal

July 8, 2026/in What's New? Client Portal

Clixio has introduced a new feature that allows sub-accounts to manage the visibility of the “Sign in with Google” option on the Client Portal sign-up and login pages. Administrators can now enable or disable Google Sign-In directly within the Client Portal app permissions, providing businesses with the flexibility to tailor their sign-up experience in accordance […]

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🚀 New Communities Triggers in Workflows: Automate More, Faster

July 8, 2026/in What's New? Automations, Communities, Opportunities and Pipelines

**More Triggers for Swift Admin Responses and Enhanced Engagement!** We’ve introduced four new community triggers to Clixio Workflows, allowing admins even greater opportunities to respond to significant member activities. This enables the automation of follow-ups, alerts, moderation processes, and event-based engagement, based directly on member interactions within groups. **Group Joining Request Rejected** Activate a workflow […]

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RCS Messaging is Now Available in Workflows (Private Beta)

July 7, 2026/in What's New? Automations, Conversations

You can now build richer customer journeys with RCS messaging directly inside Workflows . The new Send RCS and RCS Interactive Message actions enable you to automate conversations using the next generation of business messaging. Build Richer Customer Journeys With the new Workflow actions, you can transcend traditional messaging and create engaging RCS conversations that […]

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Tags for Courses | Clixio Changelog

July 7, 2026/in What's New? Client Portal, Memberships

🏷️ **Organise & Discover Courses Faster with Course Tags** Finding the right course has just become easier! We have introduced Course Tags to assist creators in organising their courses and enabling learners to discover relevant content more efficiently. * 🏷️ Add Language , Difficulty , and Topic tags from Course Settings . * 🔍 Learners […]

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Client Portal – Shared File Notifications for Clients

July 6, 2026/in What's New? Client Portal, Documents & Contracts

Clixio Notifications for File Sharing Clixio now notifies contacts when a subaccount admin shares a file with them via the Client Portal. Contacts receive real-time notifications through the Client Portal and the White Label mobile app, ensuring they never miss newly shared documents. They can also manage these notifications through their notification preferences in the […]

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Pricing Update: SMS Costs for Select International Destinations Effective July 6, 2026

July 3, 2026/in What's New?

Starting from 6 July 2026, we are updating SMS pricing for selected international destinations due to increases in carrier and provider costs. Algeria: $0.2575 → $0.2730 Andorra: $0.1500 → $0.1464 Anguilla: $0.1891 → $0.2415 Argentina: $0.0935 → $0.1034 Azerbaijan: $0.3877 → $0.4110 Bahamas: $0.0525 → $0.0904 Bahrain: $0.0364 → $0.0386 Barbados: $0.1950 → $0.2624 Benin: […]

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RSS feed: Latest Feature Updates Latest Feature Updates

  • Improved: Dynamic Value Chips with Improved error segmentation September 4, 2026
  • 📞 More Reliable Missed Call Text Back with Smarter Number Selection September 4, 2026
  • 🔐 Client Portal: “User login” Workflow Trigger Now Supports the New Client Portal Experience September 3, 2026
  • 📢 Carrier Fee Pricing Update – Effective October 1, 2026 September 3, 2026
  • Privacy Policy + T&C URLs on Toll-Free Verification September 2, 2026
  • Workflow Builder: Pick an Email Sender Domain for Each Workflow! August 28, 2026
  • Certificate AI Beta is now live August 27, 2026
  • 📅 Date Range Setting Can Now Count Only the Days You Actually Work August 27, 2026
  • Schedule Availability with Custom Open & Expiry Experiences – Form, Survey & Quiz August 27, 2026
  • WhatsApp messaging limits: now shown at the portfolio level August 27, 2026
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