1. Open the right workspace
Sign in to Berchtold and use the workspace selector to choose your brand. Organizations can contain multiple brands, each with its own context and connections. If you cannot see the workspace you need, ask its administrator to check your membership.
2. Establish shared context
Review the brand's identity, voice, rules, and shared knowledge with their owners. These guide AI content and agent work. Check that the details are current before using them.
3. Start with a person
Open Contacts and choose a person, or create one. Enter the details your team needs to reach them. Link related people or accounts. Use tags or custom fields for other context.
A contact does not have to be a lead. The record can represent a client, partner, vendor, or another person your organization works with.
4. Choose a next step
Create and assign a task, review a deal, or configure email for your workspace. For marketing work, connect a publishing service and review your first draft. You do not need to set up every area before getting started.
5. Review AI-assisted work
Use the Assistant with relevant record context. Read any sources and proposed changes before accepting them. Check the resulting record or activity after an action. An AI answer and a saved record update are different things.
If something is missing
Ask an admin to check your workspace, role, and feature settings. Real estate tools must be turned on for the workspace. Connecting a service does not give every teammate access to it.