CATI Software & Research Dialing
Stop Letting Disconnected Tools Slow Your Telephone Research
Every call creates work beyond the interview. Separate dialers, sample files and survey tools leave teams reconciling outcomes, coordinating callbacks and checking which respondents still need to be reached.
Challenges we solve
Choose Your Telephone Research Challenge
Outbound Telephone Research
Common challenges
Telephone studies become harder to manage when calling activity and survey execution sit in separate systems. Interviewers need the right questionnaire when a respondent answers, while project teams need current call outcomes to plan the next contact attempt.
Consequences of inaction
- Extra administration between contact attempts
- Outdated respondent status and inconsistent follow-up
- Slower progress toward interview targets
How Survox fixes it
- Use predictive, progressive and preview dialing for telephone research
- Connect respondents directly to the Survox CATI questionnaire
- Keep dialing activity linked to the study sample
- Record call outcomes against respondent records
- Manage scheduled callbacks within the project workflow
- Review sample and quota progress during active fieldwork
Missed Calls and Respondent Callbacks
Common challenges
A missed call can still become an interview. But when respondents call back into voicemail or an unrelated telephone system, their willingness to participate can be lost. Teams then have to arrange another outbound attempt or manually reconnect the respondent with the study.
Consequences of inaction
- Lost opportunities to complete interviews
- Additional outbound attempts and manual coordination
- A frustrating experience for willing respondents
How Survox fixes it
- Accept inbound callbacks to the study telephone number
- Route returning respondents to an available CATI interviewer
- Blend inbound calls with outbound interviewer traffic
- Offer an IVR option where the study workflow supports it
- Keep completed responses in the same research project
- Monitor inbound activity alongside outbound fieldwork
Telephone Follow-Up in Mixed-Mode Studies
Common challenges
Online fieldwork can leave important respondent groups or quotas underfilled. Adding telephone follow-up helps create another route to participation, but separate phone and web systems can leave teams reconciling sample status and merging results after collection.
Consequences of inaction
- More manual reconciliation across research channels
- Greater risk of unnecessary repeat contact
- Delays preparing a combined dataset
How Survox fixes it
- Run CATI and online collection within the same Survox study
- Use telephone follow-up for respondents who have not completed online
- Coordinate telephone activity with project sample and quotas
- Track call outcomes and respondent status during follow-up
- Add an IVR participation option where appropriate
- Keep responses from supported modes in one data environment
Keep the Next Contact Connected to the Study
Give your team a telephone research workflow that connects calling, interviewing and follow-up. Survox keeps the questionnaire, respondent record and project data together as fieldwork progresses.
Research Dialing Connected to CATI
Place calls from project sample and connect respondents directly to the study questionnaire.
Less Manual Call Placement
Automated dialing lets interviewers focus on respondent conversations rather than placing each call themselves.
A Route Back Into the Study
Respondents who return a missed call can reach an interviewer or a configured IVR workflow.
Callbacks Kept Within the Project
Manage scheduled follow-up and respondent-initiated return calls as part of the research workflow.
Visibility During Active Fieldwork
Review dialing activity, call outcomes and quota progress while the study is running.
Phone and Online Research Together
Add telephone participation to web studies while keeping collected responses in the same project.
Request a Demo
Ready to modernize phone-first research?
Whether you run national polling operations or enterprise research programs, Survox gives you the control, automation and reliability you need.
- 30-minute walkthrough with a research specialist
- Answers on CATI, IVR and multi-mode pricing
- No commitment
FAQ
Frequently asked questions
Still have a question?
Talk to our team about your study and how Survox would support it.
Request a DemoWhat is CATI software, and how does Survox use it?
Computer-assisted telephone interviewing (CATI) software guides an interviewer through a questionnaire and records the respondent’s answers. Survox connects CATI with research dialing, study sample, quotas and respondent records, helping teams manage the interview and the contact activity that happens before and after it.
How does integrated research dialing reduce manual work?
Survox connects call placement to the project sample and routes answered calls into the CATI questionnaire. Interviewers can work within a connected calling and survey workflow instead of reconciling separate tools. Recorded contact outcomes and respondent status help teams plan what should happen next.
Which dialing modes does Survox support for telephone research?
Survox supports predictive, progressive and preview dialing for telephone research. These approaches offer different ways to organize call placement and interviewer involvement. The appropriate mode depends on the study, contact requirements and operating conditions; teams should agree the dialing configuration as part of their project setup.
Can respondents return a missed research call?
Survox can accept inbound return calls to a study telephone number. Depending on the configured workflow, returning respondents can reach an available CATI interviewer or an IVR survey. This gives willing participants a route back into the study rather than relying only on another outbound attempt.
How are scheduled callbacks managed in Survox?
Scheduled callbacks are managed within the Survox telephone research workflow, alongside respondent records and contact outcomes. Teams can use the current respondent status to coordinate future attempts. Keeping callbacks inside the project helps reduce separate callback lists and gives interviewers context for the next contact.
Can CATI be used to follow up an online survey?
Survox supports telephone and online collection within the same research project. Researchers can use CATI to follow up selected people who have not completed online, with sample and quota information guiding priorities. The contact sequence and questionnaire presentation should be planned around the study’s methodology.
What can researchers monitor during CATI fieldwork?
Researchers can review calling activity, contact outcomes, interviewer activity, completions and quota progress while telephone fieldwork is running. This helps teams see where the study needs attention. Reporting and crosstabs can also be used to inspect collected responses, with preliminary findings clearly distinguished from final results.
Give Every Research Call a Clear Next Step
From the first outbound attempt to a completed interview or returning respondent, every contact needs a clear next step. Survox brings research dialing and CATI together so your team can manage that work with fewer disconnected processes.