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:
- 📞 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.