Status and Configuration

Survox System Status

Starting CDI

Restarting/Reloading Asterisk

Shutdown CDI

Asterisk Configuration

Options

• Agent Password Required
  • This allows you to decide if you are going to require an agent to use a password to login to the dialer
  • Default is No
• Dialer IP Address
  • The Dialer IP address is the IP address from where the CDI will be connecting
  • Default is 127.0.0.1 and assumes a local install of the CDI
• SIP Diversion
  • Some carriers require SIP Diversion to be on if sending out a Caller ID that is not programmed on the trunk
• Diversion User
  • The user ID provided by the carrier for SIP Diversion
• Monitoring Extension
  • The Monitoring Extension is the extension used to access the Monitoring system from a SIP or IAX phone that is connected to the dialer
  • This can be any number however it can not match any of the interviewer extensions or supervisor extensions
  • The default is 9901
• Diversion IP
  • The IP Address required by the carrier for SIP Diversion
• Outbound Device/Outbound Device 2
  • These are the trunks used to dial out via hand dial
  • Outbound Device is required but Outbound Device 2 is not required
• Default System CallerID
  • This is the default outbound number that is displayed for hand dialed calls
  • Only digits are accepted
• Administrator Email Address
  • The Email address that is used for the system to notify of a problem with Inbound IVR calls if the study server is not running
• Recording Format
  • The file format type for dialer recordings
    • WAV
      • This is the default format
    • MP3
      • This converts recordings as they are completed to MP3, and consumes far less disk space
• Absolute Timeout in Seconds
  • This option is the time in seconds before an outbound active call will timeout and hangup
  • Default is 43200
• Conference Server IP or URL
  • This is the URL of either the Survox Console or the Survox Dialer Console depending on what you are using to control the monitoring
• Beginning IVR Agent and Ending IVR Agent
  • These two fields are for the agent channels that the IVR will use for Inbound calls
  • They cannot be in the same range as your Interviewer Agent numbers
• Beginning Agent Number
  • This is the starting agent number for your station extensions
  • It is best if this number matches the EXTENSION variable you set for the interviewers station on login
• Agent Connect
  • This is the type of connection the agent will be making
  • You can choose SIP, IAX, DID or TRUNK
    • SIP – VOIP Standard Session Initiation Protocol
      • This option requires that your firewall be setup to allow SIP and may not work with all firewall types and setups
    • IAX – InterAsterisk Exchange
      • This protocol makes it much easier to traverse NAT and firewall and only requires a single port
    • DID – Direct Inward Dialing
      • This is a configured phone number setup to access the Agent Login option and allows you to use any standard telephone to access the system
      • Please note that additional long distance charges may apply from your phone carrier when using this option for a Long Distance Number
    • TRUNK
      • This option is designed to allow you to use your existing VOIP PBX and trunk it to the dialer for the agents to access the system
• Ending Agent Number
  • This is the last number for you station extensions
• Maximum IVR Attempts before hangup
  • Maximum number of attempts to access the IVR on a single DID with multiple studies before saying GoodBye and hanging up the call
• Maximum Digits for Inbound IVR
  • Maximum Digitits allowed for an Inbound IVR call
  • This is used if you are using a single DID for multiple inbound IVR studies
• Default IVR Greeting
  • This is the default greeting used for inbound IVR calls
  • You can upload a new file via the Sound Files Browser and set the path here

Asterisk Customized Configuration Files

The files listed in this section can be edited by clicking on them. A separate window will appear with a text box allowing you to make changes and then save the information back into the file by clicking Save.

DID Configuration

Options

• IVR
  • This directs the inbound call to the default IVR greeting you have set
  • This will give the caller the option to access the Agent Login, go to an Inbound IVR study or Acess the Monitoring Conference System
• Agent
  • This directs the inbound call directly to the Agent Login option
• Monitoring
  • This directs the inbound call directly to the Monitoring Conference System
• Menu
  • This directs the inbound call to a menu allowing you to either login as an agent or into the monitoring system
  • The message played for this menu is controlled in the Asterisk Configuration under Default IVR Greeting

Survox Dialer Interface Configuration

Options

• Manager Username
  • The Username for the Asterisk manager
  • Default: (Set by support during install)
• Manager Password
  • The Password used for the Asterisk Manager Interface
• Asterisk IP Address
  • The IP Address of the Asterisk Box
  • Default: 127.0.0.1
• Asterisk Manager Port
  • The port that the Asterisk manager is running on
  • Default: 5038
• Dialer Callout Strings
  • The dialer callout strings are used to tell the dialer how to dial a number out the system
    • Example: SIP/<myprovider>/%s %s = The variable for the number that will be sent to the dialer
  • Additional Options are:
    • region: npa or nonpa max:
    • The maximum number of calls out of that string before rolling to next callout string.
• Dialer Dashboard Datafile
  • Location of the ddi.data file
• Dashboard Refresh Interval
  • How often in seconds to update the ddi data file
• Maximum Calls Per Second
  • This sets the maximum number of calls the dialer will place in each second
• Maximum Consecutive No Answers
  • The maximum number of no answers before being notified of a possible issue
• No Connect Warning
  • The warning for Consecutive No Answers
• No Connect Script
  • Script to run on Maximum Consecutive No Answer count
• Dialer Queue Strategy
  • The ring stategy of the study queues for outbound predictive dialing
    • leastrecent
      • This option sends the next call to the Agent that has least recently received a call
    • random
      • This option sends the next call at random to an available agent
    • fewestcalls
      • This option sends the next call to the agent with the fewest received calls
    • rrmemory
      • This option is round robin starting with the first person added to the queue and working down the line to the bottom remembering the last agent it sent a call to
• Shutdown Dialer Interface on Disconnect
  • This option will automatically shutdown the CDI if set to yes when the study server clears the dialer or shuts down
• Sound File name Case
  • The case of the naming convention
    • Upper
      • Sets filename to all upper case
    • Lower
      • Sets filename to all lower case
    • Accept
      • Writes filename as sent from the study server with no change to the case
• Dialer Recording Directory
  • The directory where dialer recordings will be placed
  • By default this is set as /var/www/html/soundfiles
• Dialer Whole Interview Directory
  • The directory where dialer recordings of whole surveys based on the dialcfg setting will be placed
  • You can also specify the naming convention with variables such as <studycode>,<intv>,<extension>,<datetime>.
• Dialer Audio Playback Directory
  • The directory where audio files are located for playback during a study
• Dialer IVR Files Directory
  • The directory where IVR files for inbound IVR studies are kept
• Dialer IVR Unknown Study Filename
  • The name of the file to be played when an inbound IVR call comes in but no study is found
• IVR Failed playback file
  • The file to play if the study fails to load or start due to a server issue or error
  • Not played if the study is unknown
• Beginning IVR Agent
  • First agent number associated with the IVR system
• Max Calls per Waiting Interviewer
  • To increase or decrease the number of calls placed per waiting interviewer in predictive dialing mode
  • Default is 5
• Ending IVR Agent
  • Ending agent number associated with the IVR system
• Dialer Logging
  • The different Levels of Logging that will be put into the dialer logs

Console Configuration

The configuration page for Console Options.

Options

• Company Name
  • The company name displayed on the login page
• Monitoring Number
  • The external number dialed to access the monitoring conference system
  • This is displayed in the Monitoring Dashboard
    • Example: 888-262-2599 (Option 9)
• Monitoring Extension
  • This is the extension used to access the Monitoring system from a SIP or IAX phone that is connected to the dialer
  • This can be any number however it cannot match any of the interviewer extensions or supervisor extensions
  • The default is 9901
• Dialer Dashboard Datafile
  • Location of the ddi.data file
• Account File Location
  • This is the location of the account file with the portsrv information so that the requester and remote start scripts are able to stop and start the CDI
• Survox Enviroment Dirctory
  • The directory of the Survox software installation
• Asterisk Version
  • Core Asterisk version
    • ABE
      • Only supported version
    • 11+
• Dialer Type
  • This sets the dialer type for the console
    • Asterisk
      • Asterisk server only no CDI or Survox Software
      • This option makes the console very limited
    • CDI
      • This option tells the console that only the dialer software and Asterisk are running on the machine and limits the options for monitoring as it does not have access to the Survox dashboard information
    • Local
      • This option tells the console that all software and settings are local to the machine that the console is running on.
• Using Survox Console
  • This option enables or disables features based on if you are using the Survox Console to run your shop
• Allow Remote Start
  • This feature allows you to use a script on a remote study server to start the CDI remotely
• Database Name
  • The name of the database being used for the console