Getting Started for CBO Admins
Welcome! As a Community-Based Organization (CBO) Admin, you're here to deploy ConnieRTC for your nonprofit organization. This guide will walk you through everything you need to know.
What is ConnieRTC?
ConnieRTC transforms your organization's communication capabilities by providing:
- Instant caller information when calls arrive
- Integrated database lookup from your existing systems
- Real-time agent support with customer context
- Professional call center features at nonprofit-friendly pricing
Before You Begin
Make sure you have:
- ✅ Administrative access to your organization's systems
- ✅ Twilio account (free tier available)
- ✅ Customer database (Google Sheets, Excel, or existing CRM)
- ✅ 30 minutes for initial setup
Quick Start Options
Option 1: Fully Automated Setup (Recommended)
Perfect if you want to get up and running quickly with minimal technical knowledge.
Start Automated Setup → (guide coming soon)
Option 2: Manual Step-by-Step Setup
Choose this if you want to understand each step or have specific customization needs.
Start Manual Setup → (guide coming soon)
What You'll Accomplish
By the end of this guide, you'll have:
- ConnieRTC deployed and connected to your phone system
- Customer database integrated for instant caller lookup
- Agent training materials ready for your staff
- Support channels configured for ongoing help
Next Steps
- Choose your setup method above
- Configure your customer database (guide coming soon)
- Train your agents (guide coming soon)
- Go live with confidence (guide coming soon)
Need Help?
- 💬 Community Support: Join our CBO Admin forum
- 📞 Professional Services: Get expert help for complex setups
- 📧 Email Support: Direct access to our team
Ready to transform your organization's communication? Choose your setup method above to get started!