Training covered some basics well but onboarding details could be clearer
The training sessions provided a solid overview of the software, especially how to use the calling tools and organize the database, which I found quite useful for my needs. However, the onboarding process felt somewhat less aligned with what I expected based on the initial information given before signing up. Some steps were straightforward, like setting up the payment and exploring the dashboard, but others, particularly how updates integrate automatically into the workflow, were not explained in detail during onboarding. This caused some confusion when I noticed changes in the interface without prior mention. Telephonic support was available and helpful when I reached out, but I had to be quite specific with my questions to get clear answers. Overall, the training set a good foundation, but the onboarding could benefit from more thorough guidance on certain aspects. The invoicing process was clear enough, and sign-up went without issues, which are positives in the whole experience.