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WFHI review

Training on setup process went smoothly

5 out of 55 of 5Verified purchaseTraining and onboarding

Training on setup process went smoothly

The onboarding training covered setting up the dashboard and integration with calling tools very clearly. Most of the steps required during the initial setup were one-off, meaning once I configured the dialer and database features, I did not need to revisit those frequently. That was helpful in keeping the routine workflow streamlined. The trainers explained the invoicing and payment processes in detail, which made it easier to understand the financial side without ongoing intervention. However, I noticed that some automatic updates introduced minor UI changes that required a bit of relearning. But overall, the amount of ongoing adjustment needed was minimal. The support team was available on the phone in case of any doubts during setup, and that definitely made the process smoother. The whole training was focused more on enabling a stable foundation rather than frequent retraining, which fit well with the way I prefer to work. There was nothing particularly bad about how they conducted training or onboarding.

Payal IngleManipur, IndiaExperience: Published:
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The reviewer's payment for a named WFHI plan was matched to a WFHI record.

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