Ended up resolving issue but order of steps was not clear
I contacted support trying to understand the sequence of steps involved in setting up the dialer and integrating the database for remote workflows. The instructions I received came in patches and not in a clear order, which meant I tried configuring things multiple times across different sessions. However, by the end, I had successfully completed the setup. The support team was responsive on the phone but the guidance often led me back to earlier parts I had already done, so it felt like going in circles at times. Training materials offered some structure but lacked precise stepwise instructions for my particular needs. Although I am able to run the software now, the whole communication process could have been organized better to save my time and confusion. The software itself is fine and updates worked without problems. Overall, I reached a functioning state given enough time and repetition but the path to that wasn't as streamlined as I would have hoped.