Welcome to Connie Staff Agent Documentation
What is Connie?​
Connie serves as a tool to streamline communication and provide excellent service to your clients!
Connie is a digital communication platform built by the American Society on Aging and other nonprofits just like yours! It lets community-based organizations (CBOs) quickly deploy powerful contact center solutions that modernize CBO operations and improve access for the people and communities they serve.
How Connie Empowers Your Work​
Connie simplifies communication for your organization. As an omnichannel platform, it empowers you to connect with clients seamlessly from a single browser-based screen, regardless of whether they prefer:
- 📞 Phone calls
- 💬 SMS text messaging
- 💻 Webchat
- 📱 Popular messaging apps (WhatsApp, Facebook Messenger)
Connecting with Partners​
Connie also gives you the ability to connect with other CBOs and/or partnering agencies seamlessly by centralizing inquiries and referrals, whether it's via:
- 📧 Email
- 📞 Phone calls
- 📠Fax
- 💬 Direct messaging
Getting Started​
Ready to begin? Navigate through the sections below to learn how to use Connie effectively:
- Getting Started - Learn how to log in and set up your account
- Handling Tasks - Manage referrals and inquiries
- Transferring Tasks - Transfer conversations to other agents
- Recording Notes - Document your work properly
- FAQ - Common questions and answers
- Troubleshooting - Resolve common issues
Questions or need help? Visit our Support page for assistance.