...
Select the campaign you wish to logon the agent (See CATI Manager). In this example INVADE110618
Enter the name of the Agent / Location (by default this will be the user logged on to the INADE Solution ) In this example admin
Enter the Predefined extension number available to the INVADE Solution (by default this will be the extension of the agent user logged on to the INADE Solution (see User Management)
in this example 6000
Click
logon to 'activate' the agentNote. when first active the agent becomes available they will be in an unavailable state
Click Click 'Ready', the agent is available to the INVADE Solution and sample loaded to the campaign through the CATI Manager section
In the following example, the Agent 'vilius' at extension 6000 is logged to the Test campaign (Predictive)
The agent will then be ready to receive a call
The agent will receive a call, in this example, the current call state is in an active call, represented by the icon on the right.
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
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
Result codes available
Interview
No answer
Not available
FAX or Ansew Machine
Hard appointment
Refusal
Ineligible
Quit interview
Soft appointment
Wrong number
Conversation impossible
No answer
Not available
FAX or Ansew Machine
Hard appointment
Refusal
Ineligible
Quit interview
Soft appointment
Wrong number
Conversation impossible
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 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 call outcome as coded by the INVADE Solution is represented in the Call outcome box as coded by the INVADE Solution
Note. this will be a list of all the call outcomes Using the interface
Various actions can take place during an active call:
...
Click
Pause to put the Agent into an unavalible stateManual 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 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.