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How the Survox Predictive Dialer Works Overview The Survox dialer is not a simple "ratio dialer" where you set a fixed number like "dial 3 calls per agent." It is a predictive dialer driven by a live, dynamic algorithm that constantly adjusts how aggressivel...

Hiding and Revealing Sample What Is It? Hiding sample is a way to temporarily remove records from the dialing pool without deleting them. The server simply ignores hidden records when pulling numbers to dial. When you are ready, you can reveal them and they ...

Quota-Controlled Switches Most projects are programmed with special quota entries in the QSS that act as on/off controls -- or value-based triggers -- for specific behaviors within the survey program. These are commonly referred to as "switches." Unlike stand...

About Disposition Codes Every time the Survox phone system touches a sample record - whether the dialer places the call, an interviewer speaks to someone, or the server processes a number behind the scenes - a disposition code is written to that record. This ...

All projects running in Survox, on the dialer, have 3 main areas of control, that can be modified to meet the study's needs. Each one works in slightly different ways, so understanding each gives users full insight into how the dialer works in terms of the pro...

The Modify Parameters screen (MPF) is where you control the availability and scheduling of a project's sample -- things like whether fresh or live records are being dialed, callback windows, office hours, timezone restrictions, daypart settings, and more. Ther...

Overview This document outlines the standard process used by MAXimum Research's Data Processing team for coding open end and Other Specify survey responses. It is intended for use by both coders and programmers, and covers everything from initial information ...

Overview The QC team at MAXimum Research plays a critical behind-the-scenes role in ensuring that accurate, clean data reaches our clients. Every night that a survey project is running, QC team members are responsible for reviewing completed interviews, ident...

Overview Suspend data is a snapshot of a respondent's progress through a survey at the point they were interrupted -- either by a system event, an interviewer action, or a scheduled break. When a call is suspended, Survox preserves the respondent's answers an...

Overview Claude, developed by Anthropic, is the preferred AI assistant at MAXimum Research, as of March 2026. While not every employee has access to a paid Team account yet, Claude is the company-sanctioned LLM for any AI-assisted work. If you are using an AI...

Rundata Rundata (English; from Run + Data) is the general term for MAXimum Research's nightly automated delivery system. It runs on a set schedule each night, and allows PDs and DP staff to attach specific projects to specific time slots for automatic process...

Overview LIST is a built-in Survox utility used to view and extract data directly from the command line via PuTTY. It allows staff to inspect data files, fone files, subset files, and coded files at any point during a project -- without needing to generate a ...

Overview SCAN is a built-in Survox utility used to generate frequency tables from survey data, directly from the command line via PuTTY. Think of it as Survox's equivalent of an Excel pivot table -- it counts how many respondents gave each answer to a questio...

The Shop Report What Is the Shop Report? The Shop Report is a PhoneOps dashboard available through the MAXWell Portal under PhoneOps Dashboards in the left-hand navigation menu. It provides a shift-level overview of agent and project performance for the curr...

The Dialer Dashboard is a real-time view of dialing activity across all active projects. It is accessible through the MAXWell Portal via the PhoneOps Dashboard option in the left-side navigation menu. The dashboard refreshes automatically every 15 seconds and...

Overview The Interviewer Dashboard (INTVDash) is a real-time monitoring tool that displays live calling activity broken down by interviewer, for every active project currently running on the phone room floor. It is accessible to anyone on the internal network...

Realtime Production Report The Realtime Production Report is the primary supervisory tool for monitoring project and interviewer performance during an active calling shift. It is the digital equivalent of walking the floor every hour to check on each intervie...