Nice flow but one step missing
I found the overall sequence of the onboarding process mostly reasonable, but it felt like a crucial step was missing that could have made it smoother. Setting up the account and accessing the main software happened pretty straightforwardly, which was good. However, when it came to configuring the dialer for making calls, there wasn’t enough guidance or an explicit step to test it before using it extensively. This gap led to some confusion and a few wasted calls before I figured out how to optimize the settings on my own. The database integration instructions were clear and helped me get that feature running without delay. Automatic updates mostly happened without interrupting my workflow, which I appreciated. So overall, the order is sensible but adding a step to verify calling tools functionality upfront would make the onboarding much more complete and less frustrating for new users.