Missing clear step-by-step guidance during onboarding
From the moment I signed up, I was eager to get started, but the training and onboarding experience did not quite meet my expectations. The initial welcome process was simple enough, and receiving the invoice was hassle-free. However, the training steps themselves felt scattered and not in a logical order. I was shown the dialer before I had even fully understood the database feature, which made the whole workflow confusing. Automatic updates happened during my trying times and sometimes interrupted workflow unexpectedly. Trying to get help via telephonic support was frustrating; calls went unanswered or were delayed, which added to the confusion. I felt that there was no clear, sequential roadmap to follow, which left me guessing about which step to tackle next. The calling tools had useful capabilities, but without proper onboarding order, I struggled to see how they fit within the bigger picture. I wish the walkthrough had started with building my database first or had clearer guidance on prioritizing tasks. Invoices and payments were fine but didn’t compensate for the confusing training. Overall, while the platform has potential, the missing structured flow in onboarding made it difficult for me to get comfortable with the process.