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- In the core dialler configuration, the INVADE Manual Dial Solution parameter is set to lock the dialler as 'Manual Dial Solution' and the dialler will not be able to initiate any calls regardless of any external, internal CATI or tools connected via the API.
- An agent manual dial table exists in the database. This is used to store the number to be dialled, as presented by the CATI.
- A manual dialplan exists which is activated when the agent manually initiates a call. This dialplan executes the following:
- Checks that the number presented by the CATI is not "null".
- Checks that the number to be dialled by the agent matches the number to be dialled presented by the CATI (by checking the table detailed above).
- Updates the agent dialling table to nullify the number to be dialled by the agent.
- Sets the Caller ID for the call.
- Dials the number.
- Checks that the number presented by the CATI is not "null".
How it Works for the CATI Campaign creator and the Agent 'Dialling'
- The campaign should be started with dial method "MANUAL" easily identifying the campaign agent will be using for the dialling.
- In the CATI client, the agent initiates agent logon (as it's a MANUAL campaign the agent will not receive telephony logon call).
- The Agent, via CATI client, requests an interview.
- The agent gets a screen pop with the telephone number to dial.
- The agent initiates the call.
- Dialler registers the number and writes a record to the 'agent allowed to dial table' with agent extension and intended respondent number. The agent dials the respondent number manually. i.e. picks up the phone (softphone or hard phone) and punches in the respondent number.
- If the number matches the entry in the 'agent allowed to dial table', the call proceeds as normal.
- If the number is not matched, the dial plan will reject the call and the call will not proceed.
- After successful call initiation, the standard dialler behaviour applies.
- After the call is finished, the agent hangs up or respondent hangs up first (agent still needs to hang up as well).
- The agent should code the call and notify the CATI that they are ready for the next call.