Setup was mostly smooth, but ongoing tweaks stood out
I found the onboarding and setup process to be largely a one-off event that got me started quickly with the WFHI software. Initial configuration steps like database import and dialer setup were straightforward, requiring just a few sessions to complete. However, what stood out was that some aspects, such as fine-tuning the calling tools and adjusting settings in the workflow, required continuous small changes over time. This ongoing attention wasn’t a burden, but it did mean that the setup wasn’t fully done after the first week. The telephonic support helped clarify a few points during this period, so I wasn’t left confused. Updates to the software appeared automatically, which was convenient, but sometimes introduced settings I needed to revisit. Overall, I’m happy with the balance between initial one-off setup and necessary ongoing adjustments. That said, I would have appreciated a clearer indication early on about which parts would need ongoing attention and which were truly one-time setups.