Ended up needing more help than expected
I thought the onboarding and training would be more straightforward based on what I was told, but it turned out I needed a lot more help than anticipated. The initial sign-up and invoicing were easy enough, but when it came to understanding the calling tools and setting up the dialer, I found myself needing multiple calls with support. The training materials seemed simple on paper, but they lacked depth in addressing the complexities I faced. For instance, the database integration was messier than I expected and not very intuitive. Even after a few hours of going through the training, I felt like I barely scratched the surface of what was necessary to operate comfortably. The automatic updates brought some changes that weren’t clearly communicated during the training, which added to my confusion. The onboarding flow overall was too generalized, and I often felt lost without someone guiding me personally. While the telephonic support was responsive, it wasn’t always the best at walking me through detailed issues. Next time I approach something like this, I will definitely factor in needing ongoing help rather than assuming the onboarding or training will be enough upfront. It’s clear the system expects a steeper learning curve than I anticipated, and the support structure, although there, requires quite a bit of patience. So my experience was less smooth than hoped and more reliant on finding additional assistance for basic tasks.