CATI Interviewer with built-in softphone is a section available from the side menu available to authorised users.
CATI Interviewer - This section allows you to create Agents, this section works directly with CATI Interviewer section allowing the interviewer to interact with the sample loaded. All the agents working through this section will be visible in the WebConsole, in the same way, a campaign started by an external CATI. This will give you the feature available to CATI within the WebConsole, including full reporting.
INVADE Softphone - If the INVADE Solution is activated for manual calls Campaign has the dialling mode of PREVIEW you can use this section as a softphone to make outbound calls to a manually entered number
NOTE.
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The INVADE Solution will not make calls without a campaign built from the CATI Manager section
CATI Interviewer default page header
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Select the campaign you wish to logon the agent (See CATI Manager)
Enter the name of the Agent / Location
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Enter the Predefined extension number available to the INVADE Solution (by default this will be the extension of the agent logged on to the INADE Solution (see User Management)
Click 
logon to 'activate' the agent
logon to 'activate' the agentNote. when first active the agent will be in an unavailable state
Click 'Ready', the agent is available to the INVADE Solution and sample loaded to the campaign through the CATI Manager section
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Click 
Pause to put the Agent into an unavalible state
Pause to put the Agent into an unavalible stateMaking a manual call using Softphone
Manual Calls USING the INVADE
To enter a number manually the agent must be in an unavalible state and enter the number into "dial number" input field and click green handset. EXAMPLE NEEDED big v to walk through
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In the "Cati Interviewer" you have cati client, where the agent would be logging on and controlling the interviews.
"Campaign" drop down you can select which campaign agent should logon to.
"name" input you can choose what is your agent name, by default its the username with which you logged into the portal
"extension" input you can put the extension name with which you want to login, by default its configured with the webportal user account.
"Logon" is the logon start button
Once you logged on you will see the following:
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Clicking on "Ready" will make you available on the dialler and if there is sample loaded the dialler will start dialling. Once you connected you will see the following:
You can select "Result code" from the drop down and click ResultCode button to end and code the call. Clicking on red handset will just drop the call without coding. "Pause" will make you unavailable again.
On the right hand side from the "Interviewer Control Panel" label, there is an icon which represents current call state.
At the bottom you have a list of calls you took.
If you want to dial manually you must be in "unavailable" state put the number into "dial number" input field and click green handset.
All the agents working through here will be visible in the console, as if the campaign was started from any cati you use. You can control dial methods, call recordings, listen in and most importantly you will get the call stats.
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 devices) 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.