Public Release Notes

Q2 2025

Platform Enhancements

Simplified Admin Navigation

  • View and manage Deals, Decision Drivers, and Competitors from the central interface
  • Interview Guides and Notes appear in separate tabs for easier editing
  • Tags are restored as the default view on published deals
  • Legacy Configuration pages remain available but are scheduled for deprecation

Competitor & Driver Management

  • Create, edit, merge, and delete Competitors and Decision Drivers
  • Click competitor “Why We Win/Lose” summaries to view filtered drivers
  • Sticky tab behavior improves navigation between Tags and Comments

UI and Navigation Improvements

  • Updated layout and spacing for better transcript readability
  • Notification and import links now point to updated Deals views
  • Restored view counts and key deal indicators (win-back, at-risk, expansion)
  • Removed deprecated quote drawer from bubble chart

AI-Powered Features

Interview Summary Email Notifications

  • Emails are sent after every 10 interviews a user can access
  • Highlights trends and comparisons to previous feedback
  • Users can unsubscribe via profile settings

Custom Delivery Settings

  • Choose thresholds (every 5, 10, or 20 interviews)
  • Or set fixed delivery (weekly or monthly)
  • No emails are sent if no new interviews are available
  • Replaces the previous monthly digest email

Workflows & Automation

Workflow Overview Enhancements

  • Summary tiles show deal counts by stage (Needs Attention, Needs Approval, Ready for Distribution)
  • Workflow cards display deal stages without needing to click in

Contributor Access and History

  • Contributor History modal shows workflow assignments and remaining tasks
  • Contributor portal access is limited to deals where the user is explicitly assigned
  • Excluding the last participant now prompts to exclude the entire deal

Survey Updates

Display Logic and Reordering

  • Show or hide questions based on earlier answers
  • Reorder questions, with guardrails for required order (e.g., Outcome before Decision Driver)
  • Reordering questions with logic removes logic (with warning)

Outcome Question Flexibility

  • Outcome question can be removed and re-added as needed
  • If removed, dependent questions pull Outcome from the deal

Language Improvements

  • Adjusted language for sales rep surveys to reflect third-party perspective
  • Updated follow-up questions to better reflect win/loss context

Admin Controls & Configuration

Audit Log

  • Track actions like logins, exports, deletions, and user changes
  • Filter by user, action type, severity, or date
  • Available in the renamed Admin > Security section

Q1 2025

AI-Powered Features

Video Interview Support

  • Users can now provide in-platform feedback on AI-generated summaries, decision drivers, quotes, and transcripts.
  • Helps improve content quality and communicates that outputs may vary.
  • Improved AI-selected Decision Drivers and quote creation for automatic publishing.

Interview Management

Feedback on AI-Generated Content

  • Upload and analyze video interviews in addition to audio.
  • AI-generated transcripts, summaries, drivers, and quotes work seamlessly with video.
  • Follow-along transcript highlighting now remains fully functional with video playback.

Feedback Review Queue

  • Admins receive email alerts when interviews are ready to publish.
  • Launched error handling that alerts Admins when an interview fails to publish.
  • Edit, publish, or reject directly from the email.
  • New filters on the Deals page include: All deals, Published feedback, Ready-for-review, Rejected interviews

Workflows & Automation

Deal Management Enhancements

  • Filter/search unassigned deals for easier triage.
  • Automatically re-evaluate workflow deal eligibility when filters are updated.

Contributor Experience Improvements

  • Use any “email” metadata field (e.g., Sales Leader, CSM) as a contributor.
  • Searchable dropdown for quick contributor selection.
  • Customize notification text sent to contributors.
  • DKIM support enables branded sender email for contributor messages.
  • See outreach cadence timing when setting up contributor notifications.

Flexible Approval Workflows

  • Track how long interviews remain in “Needs Approval.”
  • Approvals can be enabled independently of automation settings.

Incentive Management

Incentives from deal page

  • Add, approve, reject, and resend incentives directly from the deal page—ideal during or after interviews.

Budget Monitoring Alerts

  • Notifications are sent when incentive balances are over budget or depleted.

Resend & Recovery Options

  • Copy incentive redemption links.
  • Resend incentives to alternate email addresses if needed.

General Enhancements

  • Several UI improvements and bug fixes to enhance usability.

Admin Controls & Configuration

Targeted Email Notification Filters

  • Filter notifications to specific email metadata fields under Configuration > Sharing.
  • Send notifications only to relevant roles or segments.

Tag Data in Public API

  • Tag metadata is now accessible via the public API.
  • Enables deeper external analysis and integration use cases.

2023 Q2

6/21/23
Software Update
  • Added new tiles for deal-level flags (win-back, at-risk, and expansion opportunities, and a roll-up of all three) to the report builder.
  • Multiple bug fixes and performance improvements.

‍


2021 Q2

4/1/21 Software Update

  • Replaced "Last Updated" with "Publish Date" on the Deals page.
  • Clozd admins can now edit organization names.
  • All admins can now re-upload data exports. This allows for bulk metadata updates.
  • Standardized date and picklist formats on data exports.
  • Implemented frontend error logging.
  • Fixed a bug that caused users to land on the Dashboard instead of the interview when clicking links from email notifications.
  • Fixed a bug that caused the publish date to display twice on interviews.

4/6/21 Software Update

  • All users can now reset their own passwords by clicking the “Forgot your password?” link on the login screen.
  • All admins can now un-publish and re-publish feedback.
  • Associates can now delete transcripts from feedback and add new .txt files to an interview.
  • Fixed a bug that caused a blank white screen after new users set up their passwords.
  • Fixed a bug that caused deleted drivers and categories to display.

4/8/21 Software Update

  • All users can now manage their own notification preferences, set a timezone, and reset their passwords by clicking the user icon in the top right, then "Settings."
  • Updated breadcrumb navigation.
  • Fixed a bug that prevented password reset emails from sending to "pending" users.
  • Fixed a bug that created duplicate decision drivers when updating deals via import.
  • Fixed a bug that caused deleted decision drivers to appear in filter dropdowns.

4/13/21 Software Update

  • All users can right-click or cmd+click to open links in a new tab.
  • All users can sort the Deals table alphabetically by deal name.
  • Admins can now select specific deals to export using the checkboxes on the Configuration Deals page.
  • Normal users (not admins or superadmins) will land on the Dashboard page when logging in. Users can toggle between programs using the program toggle at the top of the page if an organization has multiple programs.
  • Admins can no longer create a program with no name.
  • Removed "Invalid Date" from the Deals table when closed dates are blank. Users will now see "--" in the deals table when any value is blank.
  • Fixed a bug that prevented the interviewee title from displaying on the deal showpage.
  • Fixed a bug that prevented the "Industry" field from being exported.

4/15/21 Software Update

  • Fixed a bug that prevented the "is blank" filter operator from working.
  • Fixed a bug that prevented certain metadata fields from showing while hovering.
  • Fixed a bug that caused primary competitors from unpublished feedback to appear in the Top Competitors widget.

4/20/21 Software Update

  • Fixed a bug that caused duplicate products on deals.
  • Fixed a bug that caused table columns to sort incorrectly.
  • Fixed a bug that prevented report links from opening.

4/22/21 Software Update

  • Currency and percent metadata fields now display as such ($ and % formatting).
  • Fixed a bug that prevented admins from editing competitors.
  • Fixed a bug that caused report PDFs to download as .txt files.

4/27/21 Software Update

  • Admins can now merge duplicate picklist values for picklist fields on the Configuration > Fields page.

4/29/21 Software Update

  • Metadata fields' display names now show on Deal showpages.
  • Fixed a bug that prevented new competitors from showing on the Configuration > Competitors page.
  • Fixed a bug that caused deleted quotes to display on the Category & Decision Drivers pages.

5/6/21 Software Update

  • Improved routing organization (performance improvement).

5/13/21 Software Update

  • Metadata fields now display in alphabetical order.
  • Updated breadcrumb menus for admins.
  • Fixed a bug that prevented PDFs from downloading.
  • Fixed a bug that prevented the "Is blank" & "Is not blank" filters from working.
  • Fixed a bug that prevented admins from sending a password reset invitation.

5/18/21 Software Update

  • Implemented Google SSO (sign in with Google) at the organization level.
  • Implemented page tracking via Google Analytics.
  • Implemented unit and integration testing framework.
  • Fixed a bug that cause incorrect deal counts to display on the competitors page.
  • Fixed widget spacing issues on the competitors page.

5/20/21 Software Update

  • Standardized branding across all automated emails.

5/25/21 Software Update

  • Anyone can now view published feedback via shareable URLs.
  • Admins can now view the number of active, inactive, and total users for different time periods.
  • Admins can now view "Last Login" on the users table.

6/1/21 Software Update

  • Fixed a bug that prevented sales rep email metadata from being deleted.

6/3/21 Software Update

  • Added a new "Imports" configuration page that groups deals by import and shows the # of interviews from each import.
  • Added a Google Analytics tag to track use of unauthenticated links.
  • Updated chart titles on the Decision Drivers page.

6/8/21 Software Update

  • Implemented Okta SSO (sign in with Okta) at the organization level.

6/10/21 Software Update

  • Improved PDF download time.
  • Reformatted PDF downloads.
  • Made imports & exports asynchronous to improve performance.
  • Improved summary messaging on deal imports.
  • Fixed a bug that displayed incorrect deal counts on some pages.
  • Fixed a bug that created duplicate drivers when importing deals.
  • Fixed a bug that caused breadcrumb menus to display incorrectly.

6/15/21 Software Update

  • Email invitation link to create a Clozd account now expires after 7 days (previously expired after 24 hours).
  • Email notifications for published deals now include unauthenticated links (when enabled for a program).
  • Implemented SAML authentication.
  • Fixed a bug that prevented error messages from displaying on deal imports.
  • Fixed a bug that caused decision drivers with multiple quotes to appear multiple times on PDF downloads.
  • Fixed a typo in the "Why We Lose" widget tooltip.

6/19/21 Software Update

  • Improved search speed.
  • Common column headers now map to corresponding Clozd fields automatically when importing CSV files.

6/22/21 Software Update

  • Implemented role-based access control (RBAC).
  • The CSV importer now automatically maps fields which have already been mapped by associates, even if an import fails.

6/24/21 Software Update

  • Fixed a bug that caused today's date to display on deal PDF downloads instead of the publish date.

2021 Q3

7/2/21 Software Update

  • Deal imports integration with CRM.
  • Admins can no longer change an existing field's data type to a picklist (caused data problems).
  • Prevented invalid dates from displaying on PDF downloads.

7/6/21 Software Update

  • Non-Clozd fields now show up on shared deals.
  • Improved error handling for CRM integrations.
  • Fixed a bug on deal importer that would automatically map to the incorrect field.

7/8/21 Software Update

  • Implemented the Win Rates tab.
  • Organizations table now only shows organizations that the logged-in user can access through their role(s).

7/14/21 Software Update

  • Organization level toggle to turn on/off integrations.

7/15/21 Software Update

  • Fixed a typo and text alignment on several pages.

7/27/21 Software Update

  • Updated the Win Rates donut chart and tooltips styling to match the Dashboard page.
  • Fixed a bug where CSVs that were downloaded from Google Drive could not be uploaded to the Clozd Platform.
  • Updated the Node package version and reduced the CSS bundle size (code updates).

7/29/21 Software Update

  • Removed the 100-deal limit on exports. Admins can now export all published deals without crashing the app. :slightly_smiling_face: Apply filters to export a subset of all deals.
  • Added the shareable links to data exports. Share links will only be included in a CSV export when turned "On" for a program.
  • Added Google Analytics custom events to start tracking how often certain features and pages are used/visited.
  • Fixed a bug that caused the exporter to include "1970-01-01T00:00:00.000Z" as the closed date when the closed date was blank.
  • Fixed a bug that caused the Deal name to not display on PDF downloads.

8/3/21 Software Update

  • Added a search bar to the users table. Admins can now search for users by a user's name or email address.
  • Fixed a bug that caused imports to fail when the 'Amount' field contained decimals to the tenths place. The deal uploader now accepts decimals in the 'Amount' field to the tenths place and the hundredths place.
  • Fixed a bug where admins could not export deals that had no feedback.

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