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 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 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
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 
= Logon 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 the agent (See CATI Manager)
Enter the name of the Agent / Location
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
Note. 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
In the following example, the Agent 'vilius' at extension 6000 is logged to the Test campaign (Predictive)
In this example, the current call state is in an active call, represented by the icon
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
In 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
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
After selection,
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.
Pause
Click
Pause to put the Agent into an unavalible 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 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.
