CATI methodology


It’s the acronym of Computer Assisted Telephone Interviewing and it’s the telephone data collection.
According to research dimensions, CATI methodology requires one or more telephone operators and a CATI Software. The standard is a call center of 20-50 interviewers but it’s quite frequent to find even smaller reality.

How does CATI methodology work?

The interviewer makes a phone call to the number that is displayed on the screen. If the respondent wants to join the survey, the interviewer starts reading questions displayed on the screen selecting the answers. The CATI software will automatically proceed to the next question following the logic path. At the end of the questionnaire the interviewer will display a new respondent to call.

The system will manage contacts according to rules set by the administrators. For example, contacts with a busy line will be displayed again after 15 minutes. If a contact answers the call but he’s not available for the interview, the interviewer can also schedule an appointment so that the CATI software will automatically display that contact again at the date and time scheduled.

How is the call made?

Each interviewer needs a standard phone or a soft phone. In both cases, the interviewer can make the call clicking on the number displayed on the screen.
If the line is busy or cannot be reached, the interviewer can call a new respondent that will be automatically displayed by the software.

Time spent on call attempts can be crucial for survey costs. A solution called “Predictive Dialing” was developed to solve this issue. With Predictive Dialing the dialer automatically manages all calls and forwards only available contacts to interviewers.
Predictive Dialing is a feature that saves a lot of time maximizing interviewers performance.

Manual calls vs. Predictive dialing.

Work with predictive dialing.

What are outbound and inbound calls?

Everything described above is happening when the call center makes the calls. This method is called Outbound. Some specific surveys may require a different method to allow respondents to reach the call center. This method is called Inbound. When using Inbound, the dialer forwards the call to the first interviewer available. The interviewer can take the call and start the interview after he searched and identified the respondent in the software database. You can also set the survey as mixed mode. This outbound- inbound mode is usually used to manage calls that the call center gets after an attempt of call. It’s in fact really frequent that contacts call back the number to know who called them. Mixed mode allows to retrieve these calls optimizing the redemption of the survey.

Scheme of the outbound-inbound flow.


It’s quite obvious that CATI methodology has high maintenance costs. The CATI software represents just a small portion of the cost: you have to consider costs related to the interviewers, call traffic and the initial investment on stations and software.
Despite that, CATI methodology (along with CAPI) is still considered to be the most reliable and accurate mode.

Working with CATI ou'll face different requirements: for some surveys you’ll need all the interviewers you have, for some others you may need half of them. Find a software provider that has license flexibility to optimize the investment!

IdSurvey – leading software for CATI, CAWI e CAPI – offers scalable solutions to earn on the initial investment just paying for real use of the software. No initial cost, also ideal for small organizations to start working with CATI with minimum costs. Cloud dialer solutions, advantageous VoIP rates and soft phones (rather than standard phones) will make Computer Assisted Telephone Interviewing method much more convenient.


We’ve just gone through CATI main characteristics highlighting high maintenance costs, higher than other methodologies. Why to use it then? You have a lot of advantages you’ll hardly get with other methodologies. The presence of a real person – that acts like a mediator between the questionnaire and the respondent – has huge benefits: the respondent can understand questions better, a lot of don’t know/don’t answer can be avoided and, last but not least, the drop out rate is much lower. CATI surveys can basically reach the entire population, something that is still impossible to do with CAWI. Let’s see a quick recap of CATI pros and cons.

CATI survey flow.


  • Accurate answers
  • Reliable information on respondents
  • Almost the entire population can be reached
  • You can get an accurate sample
  • Stable redemption
  • Timing can be easily calculated
  • Out of quota interviews can be avoided
  • Full control on the survey progress
  • Realtime feedback
  • The presence of the interviewer discourages theinterview dropout
  • Interviews can be longer as the drop out rate is lower
  • Perfect for customer satisfation
  • The interviewer can be trusted for sensitive topic
  • The interviewer can help in questionnaire comprehension
  • Discourage the don’t know/don’t answer


    • High costs for telephone interviewers
    • Costs for call traffic
    • Costs for PC stations
    • Costs for the dialer, software and hardware
    • The number of interviewers is directly proportional to interviews completed per day

CATI software – Overview


The CATI survey module is part of IdSurvey software. The interface is so simple and easy to use, your interviewers can start collecting data with CATI survey right away, without any specific training. Just like any other part of IdSurvey, the CATI system is also web based. You just need a common browser, without any additional configuration or programs.


"We found in IdSurvey the perfect partner for us. IdSurvey is the software that completely covers our company's needs in terms of data collection. You can choose from a variety of licenses that suit any kind of business, from the smallest to the largest."
CATI CAWI and CAPI Software
Research center
"Great CATI software and excellent customer service - they provide you with customized training and technical assistance to make sure your projects are successful. They offer a fast turnaround to questions and their support team is amazing."
CATI CAWI and CAPI Software
Public Health Institute
Research institute
"The software combines an easy to use GUI with the possibility to write the questionnaire in code, this makes it fast and easy to create complex surveys. The software feels stable and the uptime on our hosted version has been 100% for us."
CATI CAWI and CAPI Software
Research institute