Training and onboarding had its ups and downs
Starting with the training process, I found it quite structured and helpful, especially the segment where they walked through the software functionalities like the dialer and database setup. The onboarding flow was smooth enough, allowing me to grasp the basics during the initial sessions. However, when I reached the more complex parts, like configuring advanced workflow automation, I ran into some confusion. The training materials could have been more detailed in this regard. That led me to reach out for additional help, which was responded to but took longer than I would have liked. Also, the invoicing and payment parts were clear and easy to navigate. On balance, while the training covered enough to get started confidently, I suspect that the next time I onboard or undertake a refresher, I will need assistance again to clarify the more advanced features. So, good initial groundwork but ongoing support remains necessary, and I appreciate that it's available though the wait times could be improved.