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Hermes Sales Agent — Autonomous Pipeline Management & AI Outreach

The Hermes Sales Agent is a production-ready AI sales assistant that automates your entire sales lifecycle — from lead qualification to closed-won deal. Deploy in minutes to monitor your CRM pipeline, enrich lead data, draft outreach sequences, and surface at-risk opportunities so your team spends less time in spreadsheets and more time closing.

This agent runs on the Hermes Agent framework by Nous Research and integrates with your CRM, calendar, and communication tools through CorpusIQ MCP connectors.

Overview

The Sales Agent replaces manual pipeline management with autonomous monitoring, qualification, and reporting. Instead of checking dashboards and drafting follow-ups manually, your team receives pre-built pipeline summaries, lead scores, and outreach drafts delivered to Slack or email on schedule.

Capability What It Does
Pipeline monitoring Daily snapshot of deals by stage, weighted forecast, at-risk flags
Lead qualification Scores inbound leads against your ICP using firmographic + behavioral signals
Outreach sequencing Drafts multi-touch sequences (email, call, LinkedIn) based on persona and stage
Meeting preparation Pulls deal history, contact notes, and recent comms before every call
Competitor intelligence Surfaces competitive insights when a competitor appears in a deal record

See also: Agent Library Overview · Marketing Agent · Executive Agent

How It Works

  1. Connect your CRM — HubSpot, Close CRM, or LeadConnector via CorpusIQ connectors
  2. Set your ICP — Store ideal customer profile criteria in canonical facts
  3. Load the skills — Pipeline health, lead qualification, outreach sequencing, meeting prep
  4. Schedule the crons — Daily reports, qualification checks, weekly forecasts
  5. Receive in Slack/Email — Pipeline summaries, alerts for stalled deals, meeting briefs

Key Features

  • Daily pipeline health reports delivered to Slack every weekday at 7:30 AM
  • Lead scoring against your ICP with firmographic and behavioral enrichment
  • Stale deal detection — flags deals with no activity in 7+ days
  • Meeting prep briefs auto-generated before every scheduled Calendly call
  • Weekly forecast reports for Monday leadership reviews
  • Multi-touch outreach drafting with persona-aware messaging

DeepSeek V3 or Claude Sonnet 4 — balanced cost, speed, and reasoning for structured CRM analysis and email drafting. Use GPT-4o Mini for lighter deployments.

MCP Connectors Needed

Connector Purpose
HubSpot / Close CRM / LeadConnector Pipeline, deals, contacts
Calendly Meeting scheduling
Gmail / Outlook Outreach, thread tracking
GA4 Prospect website visits
Slack Pipeline alerts, notifications
Airtable / Notion Sales playbooks, ICP docs

Sample Cron Schedule

# Daily pipeline health report every weekday at 7:30 AM
30 7 * * 1-5 hermes skill pipeline-health --format slack

# Lead qualification check every 4 hours during business hours
0 9,13,17 * * 1-5 hermes skill lead-qualification --since 4h

# Weekly pipeline forecast every Monday at 8:00 AM
0 8 * * 1 hermes skill pipeline-health --weekly-forecast --format email

# Stale deal alert daily at 9:00 AM
0 9 * * 1-5 hermes skill pipeline-health --stale-only --period 7d

Quick-Start Command

hermes agent create sales \
  --model deepseek-v4-pro \
  --skills pipeline-health,lead-qualification,outreach-sequence,meeting-prep \
  --connectors hubspot,calendly,gmail,slack \
  --profile sales \
  --description "Sales pipeline and outreach agent"

Configuration Notes

  • Store your ICP definition in canonical facts for qualification reference
  • Define deal stages and activity thresholds (e.g., "stale = no activity in 7 days")
  • The agent respects CRM permissions — only sees deals you have access to
  • Set alert routing — which Slack channels receive pipeline alerts

Extending

  • Add competitor-intel skill for Semrush/Ahrefs competitor monitoring
  • Integrate LinkedIn Sales Navigator for social selling signals
  • Add deal health scoring using ML on historical win/loss patterns

FAQ

What does the Hermes Sales Agent do?

The Hermes Sales Agent is an autonomous AI assistant that monitors your CRM pipeline, qualifies inbound leads against your ICP, drafts outreach sequences, flags at-risk deals, and generates daily pipeline reports — all on a cron schedule without manual intervention.

How does the sales agent qualify leads?

The agent scores inbound leads by comparing firmographic data (company size, industry, location) and behavioral signals (website visits, email opens, pricing page views) against your stored ICP criteria in canonical facts.

Can the sales agent integrate with my existing CRM?

Yes. The agent connects to HubSpot, Close CRM, and LeadConnector through CorpusIQ MCP connectors. It reads deals, contacts, and activities from your CRM with full permission respect.

How do I customize the sales agent for my pipeline stages?

Store your deal stage definitions, activity thresholds, and ICP criteria in canonical facts. The agent references these during all pipeline and qualification operations.

What's the difference between the sales agent and the marketing agent?

The Sales Agent focuses on pipeline management, lead qualification, and deal progression. The Marketing Agent focuses on traffic analytics, SEO monitoring, campaign performance, and content operations. They complement each other — marketing generates leads, sales converts them.