Would I do the onboarding again? It's a mixed bag
The onboarding process consisted mainly of a set of video trainings and some documentation. While these resources covered the basics, I found certain aspects weren't explained clearly. For example, how to integrate the calling tool with my existing database was left for me to figure out. The training sessions seemed designed to provide general guidance, but for my specific use case, I needed to spend additional time experimenting with the software features on my own. I appreciate that the training modules are structured sequentially, which helped me maintain a steady pace. The onboarding emails arrived when expected and included useful tips, but I sometimes felt they assumed prior knowledge I might not have had. Overall, the software itself was accessible after initial setup, but the lack of in-depth troubleshooting guidance slowed me down. While the invoice and payment procedure was straightforward enough, it didn't offer much in the way of alternative payment methods. Telephonic support was reachable, though response times varied, leading me to rely mostly on recorded material. Given this, if I were to begin again, I would probably still choose the onboarding plan because it sets a foundation; however, I'd also budget time for personal trial and error. The balance between self-learning and provided instruction could be better calibrated. I don't think the onboarding is a perfect match for someone looking to jump straight into using advanced functions without delay.