HHermes Explained

Workflow

Business CRM Intake

A bounded small-business workflow that qualifies incoming messages and writes structured CRM records.

intermediateevent or daily5 concepts

Business CRM Intake

What it is

A bounded small-business workflow that qualifies incoming messages and writes structured CRM records.

Operating shape

  • Difficulty: intermediate
  • Cadence: event or daily
  • Category: business

Core concepts

  • Business CRM
  • Inbox Triage
  • Skills
  • Toolsets
  • Approval Boundaries

Source evidence

  • vendor/hermes-agent/toolsets.py#<file> — Structural Source Map fallback for toolsets.py. A core source file in the Tool Registry and Toolsets structure within Tools, Toolsets, and MCP.
  • Hermes for Small Business: Turning Inbox Messages into a Maintainable CRM Workflow
  • The Ultimate Beginner’s Guide to Hermes: From First Installation to an AI Operations Team

Implementation pattern

Start with a narrow input, define the allowed actions, choose the delivery surface, run the workflow manually once, then add schedule or event triggers only after the result is easy to verify.

Core concepts

Skills

Skills

Packaged working knowledge that lets Hermes repeat a process without rediscovering it each time.

Tools

Toolsets

Named bundles of capabilities that control which tools are available.

Operations

Approval Boundaries

Rules for what the agent may do automatically and what needs user confirmation.

Workflow Patterns

Business CRM

A workflow that turns inbound messages into qualified records and follow-up actions.

Workflow Patterns

Inbox Triage

A bounded workflow for classifying, summarizing, and routing incoming messages.

Related articles

Hermes for Small Business: Turning Inbox Messages into a Maintainable CRM WorkflowThe Ultimate Beginner's Guide to Hermes: From First Installation to an AI Operations Team