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Note. when the agent becomes available they will be in an unavailable state
If you have selected a predictive campaign Click 'Ready', the agent is available to the INVADE Solution and sample loaded to the campaign through the CATI Manager section
If you are using it in preview or manual see Using the dialer for Manual / Preview dialling without Sample
The agent will then be ready to receive a call
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During the live call, the agent can add a result code to the call, these are common terms used within CATI and made available the INVADE Solution
As part of the live call they can also end the call, click icon, pause the call, click Pause or complete, click Complete.
When the call has ended and the respondent has terminated the call, the agent will be in a wrap-up state. The agent will be in a wrap-up sate until they click Complete.
The agent will be able to see the calls made in the logging at the foot of the page
Call all flow example
In this example, the current call state is in an active call, represented by the icon on the right.
In this example, the agent is currently in an active call represented by the green bar
In this example, the number called 994000001 is represented in the Dialled number box Note. this will be a list of all the numbers called
In this example, the call outcome as coded by the INVADE Solution is represented in the Call outcome box Note. this will be a list of all the call outcomes as coded by the INVADE Solution
Using the interface
Various actions can take place during an active call:
Hangup with a result code
The agent can select a result code for the call from the 'ResultCode' drop down
After selection, ResultCode can be clicked this will end the call and code the call with the selected.
Hangup without a result code
Click on the red handset to drop the call without coding.
Pause
Click Pause to put the Agent into an unavailable state
Manual Calls USING the INVADE Solution (PREVIEW)
To use the INVADE solution to track manual calls (no sample loaded to the INVADE Solution) you will need to create a PREVIEW campaign and calls can be made using the INVADE Solution CATI Interviewer. In this example, the number 994000001 is entered and dialled.
The campaign is created as described above and select Preview for the dial method. Once and CATI interviewer is logged on they can enter a number and click on the dial button.
Manual Calls NOT using the INVADE Solution (MANUAL) - Manual Dial Solution
To use the INVADE solution to track manual calls (no sample loaded to the INVADE Solution and separate handset/softphone used to dial the number.NOTE. This is a requirement for the USA, Auto Diallers cannot be used to dial cell phones) you will need to create a MANUAL campaign
and calls can be made using the extension number registered to the user.
The campaign is created as described above and select MANUAL for the dial method. once and CATI interviewer is logged on they can enter a number and click on the dial button. Once the dial button has been pressed they will be allowed to make this call from separate handset/softphone by keying the same numbers and dialling the call. NOTE. if the numbers do not match the call will not progress
NOTE. Other dial methods are available but are not supported at this time.