Onboarding step confusion spoiled the experience
I really wanted the onboarding and training to be smoother, but it was quite a mixed bag. The setup tutorial for the dialer was clear, and I appreciated that part because I could finally make calls with little hassle. However, so many other parts of the training were vague or skipped important details, leaving me stuck on some features like the database integration. I expected to breeze through but kept needing to call back for help, which felt frustrating since I hoped to move on independently. The whole flow didn't really prepare me to use much beyond the basics, so I think I'll definitely need assistance again if I try to get deeper into the software next time. I want to believe the updates will fix things, but from what I saw during the sessions I attended, the training lacked completeness and consistency. Usually, onboarding is about building confidence, but I left feeling uncertain and a bit overwhelmed. The calls through the dialer worked fine when I finally used them, so I'll at least give credit for that, but I hope the other areas get improved for new users who don’t want to struggle this much.