Here is the quick manual for you. The two things that you should be interested in is "Cati Manager" and "Cati Interviewer".
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CATI Manager is a section available from the side menu available to authorised users.
CATI Manager - The INVADE basic CATI, this section allows you to load basic sample stored in a .csv style document such as Microsoft Excel. This is to aid preview or predictive dial campaigns that do not require the full function of a CATI. This section works directly with CATI Interviewer section allowing the interviewer to interact with the sample loaded. Supported dial methods are Predictive, Preview, Manual (Manual Dial Solution)
Image AddedCATI Manager default page header
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Title CATI Manager = current module you are viewing
Live 'Tab' = Lists all active campaigns created within this section
Old 'Tab' = Lists all archived campaigns created within this section
Icons top right
Image Added= INVADE Solution connected
User 
Image Added= Currently logged on Username and INVADE Solution Web Portal Version, with the ability to 'Logoff'
NOTE. The ability to Monitor, coach & barge is not available in this section
How to - Create & Archive Campaigns
"Live" tab will show you all currently running campaigns, "Old" tab will show you closed campaigns.
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Image RemovedOnce you click on the "+". You can input campaign name, select dialling method and set No answer timeout.
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csv example:
TelNum,RecordID,InterviewID,CallerID
99400000,0,0,
99400001,1,1,
99400002,2,2,
99400003,3,3,
99400004,4,4,
99400005,5,5,
99400006,6,6,
99400007,7,7,
99400008,8,8,
99400009,9,9,
99400010,10,10,
In the "Cati Interviewer" you have cati client, where the agent would be logging on and controlling the interviews.
Image Removed"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:
Image RemovedYou 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.
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Image AddedIn this example, we will create a PREDICTIVE campaign and load sample to the INVADE Solution CATI
To create a new campaign click on the cross 
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Image AddedEnter a campaign name, in this example INVADE110618
Image AddedSelect the dial method required (Note: the terminology is familiar to most CATI), in this example PREDICTIVE
Image AddedSet the No answer timeout, in this example 20 seconds
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Click 
Image Added 'Start' to activate the campaign located at the footer of the column NOTE - Load the Sample Sample will be required to run a Predictive campaign
To load the sample for the new campaign, click 
Image AddedLoad Sample CSV to choose File From the dialogue pop up box select the .csv file and click open, in this example INVADE050518.csv (Note. Only Microsoft Excel Comma Separated (.CSV) can be loaded)
Image AddedConfirm you are ready to load the sample click 
Image Added Upload sample INVADE050518.csv To activate the campaign with the sample loaded click 
Image Added Load sample CSV NOTE. The list of Interviewers for the campaign can be checked, click 
Image AddedRefresh at any time (Note. to create and manage interviewers, see 'CATI Interviewer' section To stop the campaign click 
Image Added close NOTE. For all campaigns, at least 1 call has to be made, if not the INVADE Solution will not keep a record available from the 'old' campaigns tab. NOTE. To use this campaign, agents will be required to 'logon' within the CATI Interviewer section (see Cati Interviewer section)
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 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.
Description of Tables Agents & Sample
When a campaign(s) and agents(s) are active in this section the following describes the information (data) you would expect to be able to review.
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| CATI Manager - The 'Tool Panel' (Agents & Sample)
can be toggled to show the columns you require Note. the tool panel is available from any column
as shown here. Below is the full list available |
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Agent 'table' headers
Image AddedName = Agent given Name (often a code not a real name)
Location = Agent Extension number
Agent Call = Number of calls made by the Agent for the campaign
InCall(%) = Percentage of agents within a call for the campaign
Wait(%) = Percentage of agents currently waiting for a connected call
Unavail(%) = Percentage of gents Logged in but not available to take a call i.e. just starting a shift
Image AddedTelNum = The telephone number dialed for the campaign
Outcome = The outcome of the call as progressed by the INVADE Solution interpreting the signal from the telco (predefined)
Result = The outcome of the interview as coded by the agent using the INVADE Solution CATI
Record ID = As provided by the sample (NOTE. this is often a requirement of a CATI campaign and has been included if not used will return 0)
Interview ID = As provided by the sample (NOTE. this is often a requirement of a CATI campaign and has been included if not used will return 0)
Fresh = Sample not yet used by the INVADE Solution CATI. The new sample will show as fresh even if number previously used within that campaign or others on the INVADE Solution CATI
Columns required to create the sample for the INVADE Solution
Attached to this page is a sample template for users to create and load .CSV. Once created this can be loaded following the above guide.
The following is an example of the data that the INVADE Solution CATI will accept
Image AddedTelNum = Telephone number to be dialed
RecordID = Set a record id (if required)
InterviewID = Set a InterviewID id (if required)
CallerID = If the Telco allows you can set the outbound caller ID to be different than the default