Onboarding took steady effort with some bumps along the way
When I began the training with the WFHI platform, I was a bit uncertain about how clear the explanations would be. The onboarding started with an overview of the software’s interface, which was explained in a straightforward way, but as it moved on to the detailed use of the dialer and database features, the instructions felt less clear at times. I found myself pausing to replay certain video lessons and rereading support materials. The early part of the call setup process was smooth, which helped build some confidence. However, when it came to understanding how automatic updates would affect the workflow and data, I struggled slightly. It didn’t feel fully explained, so there was a need to reach out to telephonic support, which was helpful but added time to the total onboarding duration. The sign-up and invoicing steps were well organized and easy to follow, which was one relief amid the mixed clarity elsewhere. Altogether, the training required perseverance and some additional questions on my part, but eventually I got a reasonable grasp of the main tools.