Training helped but searching was a mixed bag
When I first started the onboarding and training, I found certain parts of the software quite straightforward to navigate, especially the initial setup instructions. The training modules were logically divided, which made it easier to focus on one feature at a time. However, I did struggle with locating some specific tutorials that I needed later on for the calling tools and dialer. The search feature didn’t always give precise results, so I ended up spending extra time clicking through menus. On the plus side, the video sessions were clear and well-paced, which helped me grasp the main functions without feeling rushed. I also appreciated the step-by-step guidance in configuring the database for my remote workflows, which was a critical part for me. The training flow overall was balanced but could use better indexing to help find topics quickly without guessing. It’s good that they keep updating the training content automatically, which means some parts I found confusing earlier might have been improved now. Overall, the onboarding was useful but with room for easier access to specific help midstream. This one part about searching training resources was what stood out as less than ideal during my experience.