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Historical. The founder's own words, quoted as written at the time. The trading style now used is GoThrive Digital.

HermesAgent for use-case Sales (with self-hosted Hermes, + self-hosted espocrm, OKF, Docmost)

Wow, having a lekka* moment! I am building a business called 'Nostics Digital' - for business improvement consulting, and transition to AI tools to augment people so they can do what only a person can do... I am seeing a new client next week - and wanted to test a user case end to end for myself to assist me with prepping for the meeting.

I had a self-hosted instance of ESPOCRM where I manage my CRM activities. This week, I built a Hermes server, with profiles, one for the business named 'nostics'.

  • Hermes --> espocrm integration. I asked Hermes to build a skill to integrate to espocrm - it found an API, I created an API user for Hermes. I then tested by giving all I know about the contact and company I am seeing, in a chat in Hermes, and the opportunity - which it promptly posed in espocrm!

  • OKF. I then harvested documents that I wrote, and built a draft company knowledge structure - in a self-hosted gitea instance using the new Open Knowledge Format - OKF standard, covering my strategy, purpose, branding, marketing plan, products and services, playbooks, and execution plans.

  • Intranet Website. I then asked Hermes to check and fix issues to get content at the OKF spec, build me an intranet website using the OKF standard and mkdocs - where I now have all about the company in once place. I also asked Hermes to critique my strategy, with an agent setup as a critical COO.

  • Hermes --> Docmost integration. As I wanted to do research on the lead I have, but did not want to struggle with where to put the docs, I asked Hermes to build itself a skill to publish docs in docmost. Why? Yeah, I could have just asked for a doc, and loaded that where-ever I wanted. But this cut a step, and I could immediately go-ahead and review the doc. Highlighting it, and now part of a folder on the client.

  • Lead Research in Hermes. Then, I gave Hermes what I know about the person I am meeting, the short pain point he gave me they have (going through big change in a global comany), and the company name. I asked him to help me with a pitch that will fit into 30min (coffee session). Hermes (Deepseek v4 Pro) did the research on the person, and the company, studied my strategy / offerings / ..., and created an 8 page sales prep meeting, background to the company, the person, why they are going through change, what to ask / listen for / pitch, 3 phased parts of meeting, what not to say, risks, etc. (And yes, I know one can do that on a normal prompt). The info and advise was spot-on!

Hermes - Prep Summary back to espocrm Opp.

Then I asked Hermes to write a short summary - that I can use on the road - biut to post it back to the espocrm opportunity. Which it did !! Thank you Hermes team !

My business - https://nostics.biz

hermesagent #docmost #espocrm #okf #deepseekv4pro

(*Lekka = South African slang for good / nice / exhilarating...)