Clearer guidance on initial steps was missing
I was eager to start using the WFHI software as it promised to simplify my remote workflow setup. However, despite the overall good quality of the onboarding materials and training, I found that the initial phase lacked a clear roadmap. It took more time than expected just to fully understand how to integrate the database feature with the calling tools effectively. The onboarding flow was well designed in its later stages but could have benefited from a step-by-step guide focusing on early setup. Automatic updates happened smoothly, but they did not come with sufficient explanation about what exactly was changing or how it affected ongoing workflows. The telephonic support, while accessible, sometimes gave me different answers about how to proceed, which added to the confusion rather than resolving it. Signing up and the invoicing process were straightforward without delays, which I appreciated. Overall, while the WFHI software is robust, the missing clarity around the very first stages of implementation caused an unnecessary delay. Providing a more explicit orientation could help new users avoid a sluggish start and move more confidently through all the features.