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. 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'
Create an Agent
Select the campaign you wish to 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
Note. when the agent becomes available they will be in an unavailable state
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
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.
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.
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.
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.
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 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
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 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.
