steps mostly sensible but lacked a quick overview
I have walked many people through similar setups before, and this process mostly follows the expected order: signup, training, then work tools setup, with dialing capabilities coming next. The layout for invoicing and payments is also logical and easy to find. However, I found nothing provided a quick overview of the entire workflow from start to finish, which means users likely need patience to piece it all together. The telephonic support is helpful but often feels like it treats symptoms rather than giving a roadmap for the whole system. Instructions are clear enough individually, but there isn’t a single summary to help users understand how all parts connect. Probably fine for people familiar with these kinds of tools, but new users might struggle initially without a broader orientation. The automatic updates bring improvements quietly, which is good, but they don’t seem to highlight obvious changes that users should notice. Overall, a mostly sensible sequence of steps, but missing a bit of cohesion in the onboarding narrative.