CATI Interviewer is a section available from the side menu available to authorised users.
CATI Interviewer - This section allows you to create Agents,
this section it works directly with the CATI
Interviewer section Manager builder allowing the interviewer to interact with the sample loaded.
All 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
. This will give you the feature 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. The INVADE Solution will not make calls without a campaign built from the CATI Manager section
Image ModifiedCATI Interviewer default page header
Image Modified
Title CATI Interviewer = current module you are viewing
Campaign = Lists all active campaigns created within the CATI Manager section
Refresh
Image Modified = 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
Image Modified =
Logon Login the user to the campaign selected
Icons top right
Image Modified= INVADE Solution connected
User
Image Modified= 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
Image Removed
Image AddedEnter the name of the Agent / Location
Image Removed(by default this will be the user logged on to the INADE Solution ) In this example admin
Image AddedEnter 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
Image Removed
Image AddedClick
Image Modified logon to 'activate' the agent Note. when
first active the agent becomes available they will be in an unavailable state
Image RemovedClick
Image Added If you are using the dialler in predictive campaign Click
Image Added '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)
Image RemovedIf you are using the dialler in preview or manual see Using the dialer for Manual / Preview dialling without SampleIf 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
Image AddedThe agent will receive a call, in this example, the current call state is in an active call, represented by the icon
Image Added on the right.
Image AddedDuring 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
Image AddedDuring 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
Image Added icon, pause the call, click
Image Added Pause or complete, click
Image Added 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
Image Added Complete.
Image AddedThe agent will be able to see the calls made in the logging at the foot of the page
Image AddedCall flow example
In this example, the current call state is in an active call, represented by the icon
Image Modified on the right. In this example, the agent is currently in an active call represented by the green bar
Image Modified In this example, the number called 994000001 is represented in the Dialled number box
Image Modified Note. this will be a list of all the numbers called In this example, the call outcome as coded by the INVADE Solution is represented in the Call outcome box
Image Modified Note. this will be a list of all the call outcomes as coded by the INVADE Solution Using 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
Image ModifiedAfter selection,
Image Modified ResultCode can be clicked this will end the call and code the call with the selected. Hangup without a result code
Click on
Image Modifiedthe red handset to drop the call without coding. Pause
Click
Image ModifiedPause to put the Agent into an unavalible 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
devicesphones) 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.