Mostly confusing software guidance, except for the dashboard
When I first accessed the software, I found most explanations to be lacking in clarity, which made the initial setup quite challenging. The onboarding materials often seemed vague, leaving me uncertain about what to do next, especially regarding the database feature and how to make use of the calling tools. However, the dashboard itself was easy to understand and navigate; it was well-labeled and intuitive compared to other sections. I struggled more with the less clear parts like setting up automatic updates, where the instructions didn’t fully explain the implications or steps involved. Accessing telephonic support was relatively smooth, though the lack of clear guidance beforehand meant I had to rely heavily on assistance. The invoicing and payment steps also felt a bit muddled, contributing to overall confusion. While the dialer felt responsive enough once I got it working, the learning curve was much steeper than I had anticipated. Clearer, more detailed onboarding would definitely improve the user experience here, especially for those less familiar with remote workflow software.