Training suited those comfortable to self-learn, less so for beginners
The training and onboarding process was fairly substantial, but I found myself needing to figure out quite a lot on my own. While the materials covered the main features like the dialer and database, some of the more complex workflow setups weren't fully explained in an easy way. This meant I spent extra time trying to learn from trial and error, which could be frustrating. However, the training did cover enough for me to eventually manage the software effectively. People who are already familiar with remote workflow tools might find this structured approach sufficient and practical. On the other hand, complete beginners or those who expect very detailed hand-holding might struggle or feel unsupported. I appreciate that telephonic support is available and somewhat helpful, although it can’t completely replace clearer onboarding guidance. Overall, the training and onboarding do the job, but they assume a certain level of prior comfort, so that’s an important consideration when deciding if this is the right platform for you.