Scenario-questionnaire or questionnaire for CATI research

Questionnaire for the survey (CATI) – a linear script for interviews. It is more often used in opinion polls, assessments of the quality of services or loyalty programs.

Scenario-questionnaire or questionnaire for CATI research

The CATI survey questionnaire is the simplest type of script that uses a mostly linear interview script. It is mostly used in sociological surveys, service quality assessment systems, or loyalty programs.

At Oki-Toki, we believe that live operators are not needed for such projects. Artificial Intelligence has long since evolved to such tasks, removing all the limitations of intensity – it makes no difference whether it conducts two interviews simultaneously or a hundred. And we have a product for this – Auto Operator or Voice Bot.


Sociological, consumer, expert and other types of survey; Assessment of service quality;

Sample questionnaire

It is better to create a survey script individually for a project, because the order and structure of questions and answers change depending on the goals.

Usually the survey can be divided into 4 stages:

  • Acquaintance;
    Collection of personal information;
    List of brief questions;
    Appreciation for participation and completion of communication.

An example template for importing from Google docs is available at this link. Also note that there is no universal script for the incoming line. In any case, you will need to adapt the template to your own needs.

Create a script in Google docs or MsWord and import the questionnaire into Oki Toki.

Regardless of the origin of the executor, the script does not feature a special set of tools (it can be used for operators and for the robot without significant changes).

Useful features of Oki-Toki CRM: Survey Questionnaire (CATI)

  • API for transferring data to an external system (for example, 1C, Bitrix24, AmoCRM or the company’s own CRM);
    Autocall (schedule a call for another time);
  • Fields for entering data (free text input can be automatically pulled into the contact field. For example, input of the client’s data or parameters of the discussed deal);
  • Quota questionnaires (Used in projects where the aim of the call is not to process a database but to collect the necessary number of questionnaires which meet the criteria of the survey)
  • Stickiness (Conditional binding of responsible person to the client);
  • Uniqueness of CRM base (Simple but effective system of controlling duplicates will allow to update and actualize the database by API and mass operation);
  • Call management (Call hold, conference, call forwarding).

If this is your first time on our site, check out our series of short videos on Oki-Toki scripts here.

Here you can register and study ready-made script templates.

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