A practical HermesAgent setup for sales prep
Nostics Digital used a setup to prepare for a new client meeting. was connected to an existing espocrm system used for CRM work. found the espocrm API and created a skill for the connection, while a separate API user was made for .
After contact details, company information, and the sales opportunity were entered into a chat, the opportunity appeared in espocrm. Company documents about strategy, purpose, branding, , products, services, , and execution plans were then organized into a draft company knowledge structure using OKF. That knowledge structure was stored in a Gitea instance.
was also asked to check and fix content so it matched the OKF format.
Key points
- was tested for an end-to-end sales meeting preparation workflow.
- It connected to espocrm through an API and created a CRM opportunity from chat input.
- A separate API user was created for .
- Business documents were organized into an OKF company knowledge structure.
- was used to check and fix content against the OKF format.