The setup had its ups and downs
Overall, the onboarding steps were a bit of a mixed bag for me. While some parts followed a sensible order, like the initial account setup and basic training modules, other sections seemed slightly out of sync. For instance, the database integration was introduced before I fully understood how to use the calling tools, which slowed my early workflow. However, once I pushed through that phase, the automatic updates and training material updates felt logical and timely. The onboarding flow had moments where telephonic support was really helpful, guiding me through the more confusing sections, but occasionally, the flow felt a bit rushed. Sign-up and invoicing went smoothly, so no issues there. I think if they'd re-sequence a couple of steps, like introducing the call dialer training before the database setup, it would improve the experience dramatically. So, it wasn't a failure or success story but a genuinely mixed experience where some parts worked well and others not so much, leaving me neither completely satisfied nor disappointed.