The agent that runs
your operation for you.
Hermes is the AI agent behind your Operations Hub. It reads and writes your CRM directly, runs recaps, routes, and QC scoring before you ask, and answers questions grounded in your real, live data — not a guess.
- Grounded in your real CRM data
- Runs before you ask
- Can act, not just answer
Hermes
Connected to the Summit Restoration CRM
What does an AI operations agent actually do?
It connects to your CRM
Hermes plugs into the CRM we set up for you over API/MCP — no separate app for your team to keep updated. It reads and writes the system you already work out of.
It runs the daily loop, unprompted
Morning and evening recaps, route planning, site QC scoring, call triage — it happens continuously in the background, before anyone asks for it.
You ask, it answers — and acts
Ask it what’s happening in plain English. It answers from the same live records, and when you approve something, it writes the change back itself.
What does Hermes handle?
Reads and writes your CRM directly
Every answer is grounded in real job, crew, and payment records — not a guess, and not a stale export from last week.
Runs the morning & evening recap
The day starts and ends with a plain-English brief: what happened, what’s next, what needs you specifically.
Plans and dispatches crew routes
Turns today’s jobs into a live route per crew, and dispatches it the moment you give the nod.
Scores site QC from field audio
Job-site recordings get checked automatically against your SOP — no one has to sit and listen back.
Surfaces approvals, not just data
Overages, reschedules, exceptions — anything with money or a schedule on the line lands in front of you the moment it happens.
Ask it anything, get a real answer
No digging through screens. Ask what’s open, who’s behind, or what a customer said — in the same words you’d ask a person.
Not another chatbot bolted onto a dashboard.
A generic AI chatbot
- Answers from whatever you paste into it
- Waits for you to open it and ask
- Lives in a separate tab you have to remember to check
- Can talk, but can’t touch anything
Hermes
- Reads your actual jobs, crews, and payments — already knows before you ask
- Runs recaps, routes, and QC scoring on its own, all day
- Lives inside the Operations Hub, next to everything else
- Approves, dispatches, and writes the change back to the CRM itself
Hermes is the brain behind the board.
The phone agent captures the lead, the CRM tracks the job, and Hermes is what runs on top of both — turning the day’s activity into recaps, routes, and answers.
One connected system: a call becomes a job becomes a day plan.
What trade owners ask us about Hermes
No. A chatbot answers from whatever you type in. Hermes reads and writes your actual CRM records over API/MCP, so it already knows your jobs, crews, and approvals before you ask — and it can take action, not just talk.
No, it runs on top of it. Your CRM stays the system of record. Hermes is the layer that watches it, works it, and lets you ask it questions in plain English instead of clicking through screens.
Recaps, route planning, QC scoring, and call summaries run automatically. Anything with money or a schedule change on the line — an overage, a reschedule, a dispatch — gets surfaced as an approval so you make the call.
The AI Phone Agent answers calls and books jobs. Hermes is what runs after that: it takes what the phone agent captured, plus everything else happening in the business, and turns it into recaps, routes, and answers you can act on.
It connects to the CRM we set up for you, so it goes live alongside it — typically within the same onboarding window. Start with a free 30-minute call to see it against your own workflow.
See Hermes run against your own data.
Book a free 30-minute call. We’ll walk through your CRM, your daily routine, and what Hermes would already be telling you.
No contracts. No tech jargon. No pressure.