I worked out a fair bit by myself but got there
You provide a solid training framework, but I found that a significant part of understanding the database and call functions was something I had to figure out on my own. The onboarding materials gave me a decent start, but for more detailed aspects, I had to experiment within the software to fully grasp features like the dialer settings and the invoicing workflows. Your telephonic support was there when I called, which helped clear immediate doubts, but most of the learning came from exploring the software hands-on. The automatic updates happened smoothly and without me having to manage anything, which was a plus. I believe that would be a relief for many users. The sign-up and payment process were straightforward enough. However, I still think you could improve explanations in the training to reduce the guesswork some users face when setting up their workflows. Having said that, I now feel comfortable managing the remote workflow software, even though it took more self-driven effort than I initially hoped for. Ultimately, I achieved my goals using the tool, but I think clearer, more detailed instructions at critical steps would speed up the process for others. The outcome is positive, I can operate the system well, but the path there was somewhat self-directed.