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The AI-CATI studies page is where you find, create and manage your AI-conducted telephone interview studies. Open it from AI-CATI in the main navigation.
AI-CATI studies list
At the top of the page you will find:
  • The help icon, with links to these help pages.
  • Quick tour, a short introduction to AI-CATI. See Quick Tour.
  • New study, which starts the setup wizard at Step 1 · Study basics.
If live progress cannot be loaded, a notice appears above the table (“Live progress is unavailable right now”). The list still works; only the live progress figures are missing.

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Studies Table

Each row is one study. Use the Columns button in the table toolbar to show or hide columns.

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Search, Filter and Sort

  • Search (magnifier icon) finds studies by name.
  • Filters let you filter by status and by access type, among other columns.
  • Select a column header to sort.
  • Choose how many rows to show per page (10, 25 or 50) and move between pages at the bottom of the table.
Your page, sort and filters are kept in the page address, so Back from a study returns you to the same view. When no study matches your filters, select Clear filters to show all studies again.

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Row Actions

Select the ⋮ menu at the end of a row to see the actions available for that study. The actions depend on the study’s status.
Row actions for a draft study
Row actions for a running study

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Duplicating a Study

Duplicate creates a new draft with the same setup, questionnaire and targets. The sample, sub-sample plans, approvals and collected interviews are not copied.
Duplicate this study dialog
The copy does not know who the original study already called. To avoid calling the same people again, upload a sample file without those numbers, or mark them with a suppression column. See Column Mapping.
Studies can no longer be archived. Studies archived earlier can still be restored or deleted from this menu.

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