📝 **Summary of the Release** Custom Values are now supported in Ad Manager ad copy fields across Meta, Google, and LinkedIn campaigns. Users can insert reusable business-specific values such as business name, city, support email, offer name, service area, phone number, or other saved Custom Values directly into supported ad copy fields. These values resolve […]
https://clixio.io/wp-content/uploads/2026/07/9b320cb48308c46ec77d97d7687ad18a.png10552048Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-07-03 00:06:002026-07-03 00:06:00Ad Manager – Custom Values in ad copy
👀 What’s New? Dashboards now have a more polished appearance — the header, navigation, breadcrumbs, side panel, and modals are all visually unified. Every chart and widget type (numeric, bar, donut, line, table, funnel, and more) has been updated with consistent loading states, error states, and card styling. Advanced filters, quick filter panel, and date […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-07-02 21:21:002026-07-02 21:21:00Dashboards & custom reports — refreshed UI components for a more consistent experience
We have enhanced the prospect creation process by giving you greater control over when Marketing Audit Reports are generated. Previously, each time you added a prospect from search results, a Marketing Audit Report would automatically be created. While many customers appreciate obtaining immediate audit insights, others preferred a quicker way to save prospects first and […]
https://clixio.io/wp-content/uploads/2026/07/db756fb366f144696087027f64c8d568-scaled.png17472560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-07-02 13:30:002026-07-02 13:30:00More control when adding prospects in Prospecting Tool
🚀 Summary of the Release We’ve introduced Opportunity Score for Meta campaigns in Clixio Ad Manager. The Opportunity Score helps users assess how ready their campaign is before publishing. It examines the campaign setup, highlights areas needing improvement, and guides users to the specific section where updates can be made. This feature enhances users’ confidence […]
https://clixio.io/wp-content/uploads/2026/07/5659a6997338b203488f01f273375394.png10502047Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-07-02 02:21:002026-07-02 02:21:00Ad Manager: Opportunity Score for Meta Campaigns
You can now send SMS notifications for rental bookings — enhancing your flexibility in communicating confirmations, reminders, and other updates. SMS is an effective way to improve booking-related communication and provide real-time updates to your clients and team. ✅ SMS Support for Key Event Types Send SMS notifications for all rental booking events, including unconfirmed […]
https://clixio.io/wp-content/uploads/2026/07/e1101a396a385a88481f88498ebbe770-scaled.png11372560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-07-01 18:03:002026-07-01 18:03:00📲 SMS Notifications Now Available for Rentals
We’ve added WhatsApp as a new notification channel for Rentals . This provides a direct and reliable way to communicate with clients via one of the world’s most popular messaging platforms — ensuring your messages are seen and acted upon. ✅ WhatsApp Support for Rental Notifications WhatsApp is now available for all event types — […]
https://clixio.io/wp-content/uploads/2026/07/d9ef9e7403bd8b1f94aa49356695ad9e-scaled.png11332560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-07-01 16:15:002026-07-01 16:15:00💬 WhatsApp Notifications Are Here for Rentals
Store owners can now select between One-Step Checkout and Two-Step Checkout from the Checkout element’s Form Options in the Builder. With Two-Step Checkout, customers first provide their contact details and shipping information, followed by billing, payment, and order review in the second step. Checkout Type Selection A new Checkout Type setting is available for the […]
Contacts on mobile are now faster to navigate, with a consistent design that makes them easier to manage. **Contact List** – Features a new header, search function, smart list picker, swipe actions, and updated empty states. **Contact Card** – A redesigned profile card displays the avatar, owner, followers, and tags in one clear layout. **Profile […]
https://clixio.io/wp-content/uploads/2026/06/15737ccc54c5ba4a1a540f4a4d546f08.png25321170Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-30 16:22:002026-06-30 16:22:00Contacts just got faster and clearer – Mobile App
Summary of the Release Clixio now offers a new workflow trigger, Client Portal File Uploaded, enabling businesses to automatically start workflows whenever a contact uploads a document via the Client Portal Shared Documents feature. What’s New? / Key Features / Benefits New Workflow Trigger: Client Portal File Uploaded Workflows can now be automatically initiated when […]
https://clixio.io/wp-content/uploads/2026/06/ea4e334fad4cc883c92f46575317866f-scaled.png15352560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-30 04:24:002026-06-30 04:24:00Workflow Trigger for file uploads via Client Portal
You can now download your Certificates and Badges in the format that best suits your needs. 📥 Multiple Download Formats PDF for professional printing and high-quality documents PNG for high-quality images with transparency JPG for email, websites, and social media sharing 🏅 Available for Both Certificates & Badges Download options are now supported across both […]
Phase 2: Password Compliance Rollout – Platform Banners As part of our ongoing password compliance initiative, this release introduces the following enhancements across the platform: Persistent Notification Banner A persistent notification banner is now live across the platform for all existing users whose passwords do not meet the updated security requirements. The banner will prompt […]
Phase 1: User Password Compliance Enforced Across All Entry Points In line with our ongoing commitment to strengthen platform security and adhere to updated security standards, we are implementing enhanced password security measures across the platform. Password complexity validations are now active at all key entry points. Users will be required to create passwords that […]
We’ve updated the invoice list in sub-account billing to make it significantly easier for you to understand your charges at a glance. See What You Were Charged For — Instantly The invoice list now displays product names instead of raw invoice codes in the Products column. For invoices with multiple items, you’ll see the first […]
You can now personalise the label on your Payment Link’s checkout button — go beyond “Pay,” “Book,” or “Donate” with any text that aligns with your brand and offering. No coding or workarounds are needed — simply enter your text and publish. Your payment link is the final thing a customer encounters before making a […]
https://clixio.io/wp-content/uploads/2026/06/2c8b9a6ae520bf976443fad403f96fee-scaled.png11272560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-26 17:51:002026-06-26 17:51:00Payment Links – Your Payment Button, Your Words
25th June 2026 Inbound Call Routing by Working Hours You can now opt to receive inbound calls only during your working hours. Activate “Only ring during working hours” from your profile, select the schedule that defines your availability, and any inbound calls that arrive outside these hours will automatically skip you, directing to the phone […]
https://clixio.io/wp-content/uploads/2026/06/633c1bb19c18c3e77777e2e08dd18318-scaled.png12582560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-26 03:01:002026-06-26 03:01:00Inbound call routing by working hours
What’s New We have just introduced an additional language to our Custom Code Action. You can now select Python from the dropdown menu to change the language. This enhancement further reinforces the capabilities of this powerful action and unlocks new possibilities.
https://clixio.io/wp-content/uploads/2026/06/8ba7ec721f729478986683af79595bdb.png1416874Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-25 23:06:002026-06-25 23:06:00Use Python in the Custom Code Action
Ask AI V2 reimagines the Clixio mobile AI assistant, allowing you to obtain genuine answers and take action from anywhere—not just from a laptop. With ten interactive response types, a searchable history, and live streaming, everything is rendered natively. You don’t run your business from a desk. Until now, mobile AI couldn’t keep up. Answers […]
https://clixio.io/wp-content/uploads/2026/06/5cd5e8f9acd07e29c40d80e609ff79c1.png1600722Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-25 23:04:002026-06-25 23:04:00Ask AI Artifacts: Interactive AI Responses on Mobile App
Improved Discoverability of Notifications We have enhanced the discoverability of Notifications in Forms, Surveys, and Quizzes by transitioning from an icon-based entry point to a dedicated Notifications tab within the builder. Enhanced Tooltips for Better Guidance Additionally, we’ve improved builder tooltips with clearer descriptions, contextual messaging, and direct ‘Learn more’ links to relevant Help Centre […]
WhatsApp Calling allows your team to make and receive real-time voice calls directly within the same WhatsApp conversation—no external dialling or number sharing required. This feature is designed for support and sales teams who can close deals more efficiently over a call than through numerous messages. After a successful closed beta, it is now generally […]
https://clixio.io/wp-content/uploads/2026/06/c2db12163d250cbd3c68b8cc2b0ded64-scaled.png13972560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-25 19:08:002026-06-25 19:08:00WhatsApp Calling is now Generally Available (Web + Mobile)
Chat history now displays only your own conversations. Ask AI chat history on mobile now filters to your sessions exclusively. You will only see the conversations you initiated, rather than chats opened by other teammates within the same sub-account. 🤔 The Challenge When multiple users in a sub-account accessed Ask AI on mobile, chat history […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-25 13:37:002026-06-25 13:37:00🔒 Your Ask AI Chats – Yours Alone
Ad Manager – Custom Values in ad copy
/in What's New?📝 **Summary of the Release** Custom Values are now supported in Ad Manager ad copy fields across Meta, Google, and LinkedIn campaigns. Users can insert reusable business-specific values such as business name, city, support email, offer name, service area, phone number, or other saved Custom Values directly into supported ad copy fields. These values resolve […]
Dashboards & custom reports — refreshed UI components for a more consistent experience
/in What's New? Dashboard, Reporting👀 What’s New? Dashboards now have a more polished appearance — the header, navigation, breadcrumbs, side panel, and modals are all visually unified. Every chart and widget type (numeric, bar, donut, line, table, funnel, and more) has been updated with consistent loading states, error states, and card styling. Advanced filters, quick filter panel, and date […]
More control when adding prospects in Prospecting Tool
/in What's New? Opportunities and Pipelines, ReputationWe have enhanced the prospect creation process by giving you greater control over when Marketing Audit Reports are generated. Previously, each time you added a prospect from search results, a Marketing Audit Report would automatically be created. While many customers appreciate obtaining immediate audit insights, others preferred a quicker way to save prospects first and […]
Ad Manager: Opportunity Score for Meta Campaigns
/in What's New?🚀 Summary of the Release We’ve introduced Opportunity Score for Meta campaigns in Clixio Ad Manager. The Opportunity Score helps users assess how ready their campaign is before publishing. It examines the campaign setup, highlights areas needing improvement, and guides users to the specific section where updates can be made. This feature enhances users’ confidence […]
📲 SMS Notifications Now Available for Rentals
/in What's New? CalendarYou can now send SMS notifications for rental bookings — enhancing your flexibility in communicating confirmations, reminders, and other updates. SMS is an effective way to improve booking-related communication and provide real-time updates to your clients and team. ✅ SMS Support for Key Event Types Send SMS notifications for all rental booking events, including unconfirmed […]
💬 WhatsApp Notifications Are Here for Rentals
/in What's New? CalendarWe’ve added WhatsApp as a new notification channel for Rentals . This provides a direct and reliable way to communicate with clients via one of the world’s most popular messaging platforms — ensuring your messages are seen and acted upon. ✅ WhatsApp Support for Rental Notifications WhatsApp is now available for all event types — […]
Two-Step Checkout for Ecommerce Stores
/in What's New? E-CommerceStore owners can now select between One-Step Checkout and Two-Step Checkout from the Checkout element’s Form Options in the Builder. With Two-Step Checkout, customers first provide their contact details and shipping information, followed by billing, payment, and order review in the second step. Checkout Type Selection A new Checkout Type setting is available for the […]
Contacts just got faster and clearer – Mobile App
/in What's New? Automations, Forms, Opportunities and Pipelines, PaymentsContacts on mobile are now faster to navigate, with a consistent design that makes them easier to manage. **Contact List** – Features a new header, search function, smart list picker, swipe actions, and updated empty states. **Contact Card** – A redesigned profile card displays the avatar, owner, followers, and tags in one clear layout. **Profile […]
Workflow Trigger for file uploads via Client Portal
/in What's New? Automations, Client Portal, Documents & ContractsSummary of the Release Clixio now offers a new workflow trigger, Client Portal File Uploaded, enabling businesses to automatically start workflows whenever a contact uploads a document via the Client Portal Shared Documents feature. What’s New? / Key Features / Benefits New Workflow Trigger: Client Portal File Uploaded Workflows can now be automatically initiated when […]
Multiple download formats for Certificates & Badges
/in What's New? Automations, Certificates, Documents & Contracts, Funnels and WebsitesYou can now download your Certificates and Badges in the format that best suits your needs. 📥 Multiple Download Formats PDF for professional printing and high-quality documents PNG for high-quality images with transparency JPG for email, websites, and social media sharing 🏅 Available for Both Certificates & Badges Download options are now supported across both […]
Password compliance notification banner | Clixio Changelog
/in What's New?Phase 2: Password Compliance Rollout – Platform Banners As part of our ongoing password compliance initiative, this release introduces the following enhancements across the platform: Persistent Notification Banner A persistent notification banner is now live across the platform for all existing users whose passwords do not meet the updated security requirements. The banner will prompt […]
Password Compliance Enforcement | Clixio Changelog
/in What's New?Phase 1: User Password Compliance Enforced Across All Entry Points In line with our ongoing commitment to strengthen platform security and adhere to updated security standards, we are implementing enhanced password security measures across the platform. Password complexity validations are now active at all key entry points. Users will be required to create passwords that […]
Sub-account Billing -> Invoice list: Clearer, Smarter, More Useful
/in What's New?We’ve updated the invoice list in sub-account billing to make it significantly easier for you to understand your charges at a glance. See What You Were Charged For — Instantly The invoice list now displays product names instead of raw invoice codes in the Products column. For invoices with multiple items, you’ll see the first […]
Payment Links – Your Payment Button, Your Words
/in What's New? PaymentsYou can now personalise the label on your Payment Link’s checkout button — go beyond “Pay,” “Book,” or “Donate” with any text that aligns with your brand and offering. No coding or workarounds are needed — simply enter your text and publish. Your payment link is the final thing a customer encounters before making a […]
Inbound call routing by working hours
/in What's New? Automations25th June 2026 Inbound Call Routing by Working Hours You can now opt to receive inbound calls only during your working hours. Activate “Only ring during working hours” from your profile, select the schedule that defines your availability, and any inbound calls that arrive outside these hours will automatically skip you, directing to the phone […]
Use Python in the Custom Code Action
/in What's New?What’s New We have just introduced an additional language to our Custom Code Action. You can now select Python from the dropdown menu to change the language. This enhancement further reinforces the capabilities of this powerful action and unlocks new possibilities.
Ask AI Artifacts: Interactive AI Responses on Mobile App
/in What's New?Ask AI V2 reimagines the Clixio mobile AI assistant, allowing you to obtain genuine answers and take action from anywhere—not just from a laptop. With ten interactive response types, a searchable history, and live streaming, everything is rendered natively. You don’t run your business from a desk. Until now, mobile AI couldn’t keep up. Answers […]
New Notifications Accessibility & Enhanced Tooltips in Forms, Surveys & Quizzes
/in What's New? Automations, FormsImproved Discoverability of Notifications We have enhanced the discoverability of Notifications in Forms, Surveys, and Quizzes by transitioning from an icon-based entry point to a dedicated Notifications tab within the builder. Enhanced Tooltips for Better Guidance Additionally, we’ve improved builder tooltips with clearer descriptions, contextual messaging, and direct ‘Learn more’ links to relevant Help Centre […]
WhatsApp Calling is now Generally Available (Web + Mobile)
/in What's New? Automations, Conversations, ReportingWhatsApp Calling allows your team to make and receive real-time voice calls directly within the same WhatsApp conversation—no external dialling or number sharing required. This feature is designed for support and sales teams who can close deals more efficiently over a call than through numerous messages. After a successful closed beta, it is now generally […]
🔒 Your Ask AI Chats – Yours Alone
/in What's New? Conversations, DashboardChat history now displays only your own conversations. Ask AI chat history on mobile now filters to your sessions exclusively. You will only see the conversations you initiated, rather than chats opened by other teammates within the same sub-account. 🤔 The Challenge When multiple users in a sub-account accessed Ask AI on mobile, chat history […]