An even balance between help and independence
The overall training and onboarding felt quite balanced in terms of support and self-learning. Initially, I was able to navigate the software through the training dashboard and found the video modules clear enough to give me a basic understanding of the calling tools and database functions. During the onboarding flow, certain aspects required me to reach out to telephonic support, particularly when automatic updates changed the interface slightly and I was unsure how to proceed. The support team was responsive but sometimes took longer than expected to resolve my queries, meaning I had to wait before moving forward. Payment and invoicing were straightforward, and the process of signing up did not cause me any issues. I can foresee needing support again in the future, especially as new features are added. However, I feel that the training materials could be expanded to cover these transitions better, so that less direct help would be needed. Overall, the experience felt neither frustrating nor overly smooth—rather, it was moderate with room for improvement on certain fronts.