Clear steps but lacked early context
The onboarding steps were straightforward and in a logical order, which I appreciated. However, I felt there was something missing at the beginning: a clear overview of how the software's calling tools and database features connect within the workflow. Without that, the sequence felt a bit isolated and forced me to figure out some integrations myself. The telephonic support was helpful but only stepped in after I hit a snag. It would have been better if the initial guidance included some context about how updates might affect these steps, helping me anticipate changes rather than reacting to them. Overall, sensible but missing a fuller framework from the start.