CATI Interviewer
is a section available from the side menu available to authorised users.
CATI Interviewer - This section allows you to create Agents,
it works directly with the CATI
Manager builder 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
as they would if a campaign was started by an external CATI
and providing all the features available to CATI within the WebConsole, including full reporting.
INVADE Softphone - If the INVADE Solution
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. This is the same as a normal phone, if you enter an incorrect number you will hear the tone as provided by the telco. +++++ is this correct??+++++ or is it the dialler sound files ++++++The INVADE Solution will not make calls without a campaign built from the CATI Manager section
CATI Interviewer default page header
Title CATI Interviewer = current module you are viewing
Campaign = Lists all active campaigns created within the CATI Manager section
Refresh 
= all active campaigns created within the CATI Manager section
Name = Name for the Agent / Location
Extension = Predefined extension number available to the INVADE Solution
Logon 
=
Login the user to the campaign selected
Icons top right
= INVADE Solution connected
User 
= 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
Create an Agent
Select the campaign you wish to
logon login 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 user logged on to the INADE Solution
(see User Management) in this example 6000
Click 
logon to 'activate' the agent
logon to 'activate' the agentNote. when
first active the agent becomes available they will be in an unavailable state
Click 
If you are using the dialler in predictive campaign Click 
'Ready', the agent is available to the INVADE Solution and sample loaded to the campaign through the CATI Manager section
'Ready', the agent is available to the INVADE Solution and sample loaded to the campaign through the CATI Manager sectionIn the following example, the Agent 'vilius' at extension 6000 is logged to the Test campaign (Predictive)
If you are using the dialler in preview or manual see Using the dialer for Manual / Preview dialling without Sample
If you are using the dialler in predictive with sample information see CATI Interviewer (CI) With Sample information.
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.
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
As part of the live call they can also end the call, click 
icon, pause the call, click 
Pause or complete, click 
Complete.
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.
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.
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
Note. this will be a list of all the numbers calledIn 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
Note. this will be a list of all the call outcomes as coded by the INVADE SolutionUsing 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.
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.
the red handset to drop the call without coding.Pause
Click 
Pause to put the Agent into an
Pause to put the Agent into an Making a manual call using the INVADE Softphone
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:
...
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.
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.