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Hermes Agent For Sales: Five Copy-Paste, Draft-Only Prompts To Run In Your Agent OS

By Julian Goldie · 7 November 2026 · agentos.guide

Hermes Agent for sales fits neatly inside your Agent OS as a drafting partner: you give it a sales job in plain English, it prepares the work, and you decide what goes out.

This guide gives you a quick start, then five copy-paste prompts to hand your agent, each tied to a small business, and a weekly routine to keep it honest.

Every prompt that touches a customer says "draft only", because the Hermes docs describe approvals for risky commands, not for outgoing messages.

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Which Hermes Feature Covers Which Sales Job

Start with the first row; it needs one chat app and one spreadsheet.

Leave the CRM row until last, since it needs a sign-in and a trust setting.

The rows in between can come in any order, but each one should run cleanly for a week before you add the next, so you always know which job produced which draft.

Quick Start: One Chat, One Sheet, One Rule

1. Install Hermes and connect a model provider.
2. Run hermes gateway setup and connect the chat app you check most, such as Telegram or Slack.
3. Put only your own user ID on that platform's allowlist; the gateway denies everyone else by default.
4. Run hermes gateway install so the scheduler keeps running after you close the terminal.
5. Paste Prompt 1 below.

If your Agent OS came from the AI Profit Boardroom, the install and model steps are already sorted.

Prompt 1: Give The Agent Its Sales Rules

Before any job, tell the agent how your business sells and what it must never do.

A window-cleaning firm that quotes for shops and offices might paste this:

You are the sales assistant for Clearview Windows.
We quote for shopfronts, offices and blocks of flats.
Rules for every sales task:
- Draft only. Never send, post or reply to a customer yourself.
- Put every draft in this chat, labelled with the customer name.
- Use British spelling and a friendly, plain tone.
- If a fact is missing, write [CHECK] instead of guessing.
Save these rules to memory and confirm them back to me.

Hermes keeps persistent memory across sessions, so you won't need to repeat the rules each time.

Keep the list short: five clear rules beat twenty vague ones, and you can add more after you've read a week of drafts.

The [CHECK] marker matters more than it looks: it shows you exactly where a draft needs a human before it's sent.

Search the chat for it each morning and you'll spot the gaps in your notes long before a customer does.

Prompt 2: Build A Prospect-Brief Skill

Skills are markdown playbooks that Hermes loads when needed, stored in ~/.hermes/skills/ in the agentskills.io format, per the skills docs.

A bookkeeping firm that wins clients through discovery calls could ask for one like this:

Create a skill called prospect-brief.
When I give you a company website, it should:
1. Open the site with the browser tool.
2. Note what they sell, where they trade and how big they look.
3. Spot signs of their current bookkeeping setup, if any.
4. Suggest three questions for a first call.
5. Link every page used and mark any guess as a guess.
It must never contact the company. Show me the skill file when done.

After that, any brief is one message away: "prospect-brief for northfieldbakery.example".

Read the skill file it writes and tighten anything vague; the agent can edit skills too, so check it again after a fortnight.

🔥 Get the sales prompts other members are running

The AI Profit Boardroom has step-by-step video trainings, the installable Agent OS, four coaching calls a week and 3,400+ members swapping prompts like these.

→ Join the AI Profit Boardroom

Prompt 3: The Morning Follow-Up Queue

Back to the window cleaners, who track quotes in a Google Sheet.

Paste this in the chat where you want the drafts to arrive, because a job made from a messaging chat delivers back to that chat by default:

Create a cron job for weekdays at 08:00 UK time.
Use the google-workspace skill to open the "Quotes" sheet.
Find quotes with status Sent, older than 4 days, and no reply logged.
For each one, draft a short follow-up that mentions the site
and the date we quoted. Draft only. Do not send anything.
Post all drafts here, then a one-line count of what you skipped.
Pause the job after creating it so I can test it first.

The cron docs support pausing a job with a reason and firing it by hand with hermes cron run, which is how you test it safely.

The final answer of a cron run goes to the job's delivery target, and the agent doesn't message anyone else in that run, so the drafts only ever reach you.

Prompt 4: Website Enquiries Into Call Briefs

An estate agency gets valuation requests through its website and wants a brief ready before calling back.

Hermes has a webhook adapter that checks HMAC signatures, and a route can fire an existing cron job instead of starting from scratch.

Create a paused cron job called valuation-brief that uses the
prospect-brief skill. It will be triggered by a webhook.
For each enquiry, research the street from public listings,
summarise what the owner asked for, and draft a callback script.
Draft only. Never contact the owner. Post the brief to this chat.
Then show me the webhook route YAML I need to add by hand,
with cron_job set to valuation-brief and named fields in the prompt.

Add the route yourself: the docs keep extra tool grants for webhook routes as a manual config edit, so an agent can't grant itself more power.

The docs also warn that a signed request proves who sent it, not that its text is safe, which is why the prompt names fields rather than dumping the whole payload.

Prompt 5: A Weekly Pipeline Review From Attio Or Close

A small design agency keeps its deals in Attio.

First run hermes mcp install attio, sign in, and set the server to trust: untrusted in config.yaml, so every tool that could change data asks first, per the MCP config reference.

Every Friday at 15:00, use the Attio tools to list open deals.
Read only. Do not edit, create or delete any record.
Group deals by stage, flag any with no activity in 14 days,
and draft one suggested next step per stale deal.
Draft only. Post the review here as a short table.

The Close entry works the same way, and it leaves out the voice-agent tools by default because one of them places real outbound phone calls.

If your CRM is Twenty, the twenty-crm plugin is a third-party community plugin; there is no HubSpot, Pipedrive or GoHighLevel entry in the catalogs.

The Weekly Routine That Keeps It Honest

• Monday: read last week's drafts and note which ones you rewrote heavily.
• Tuesday: feed those notes back into the skill, in plain words.
• Wednesday: run hermes cron list and check nothing is overdue or failing delivery.
• Friday: read the pipeline review and act on the stale deals yourself.

Twenty minutes a week is enough to keep the drafts sounding like your business.

Two habits make the biggest difference.

First, edit the skill rather than the draft: if you keep rewriting the same opening line, change the instruction that produced it.

Second, keep one chat just for sales output, so drafts never get buried under other agent conversations.

When a teammate joins, add their ID to the allowlist and point them at that same chat, rather than giving them a separate setup to drift away from yours.

Where It Can Go Wrong

The biggest trap is assuming Hermes will ask before it messages someone.

The security page covers dangerous commands; an untrusted MCP server adds prompts for write calls; nothing in core gates replies or cron deliveries.

So keep every delivery pointed at your own chat, and keep "draft only" in every outreach prompt.

If you ever add cold email, the Precleared community plugin checks recipients against laws such as UK PECR and CAN-SPAM, but it sends those addresses to its own service to do so.

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Hermes Or Grok Bot For Sales Prompts?

Hermes runs on your own machine and reaches the tools above through the gateway, MCP and plugins.

If you'd rather run sales jobs on a hosted cloud computer, see our Grok Bot for sales guide.

Everything here was checked against the Hermes v0.23.0 release from 5 November 2026.

For the full prompt library and live help, join the AI Profit Boardroom.

FAQ

Why does every prompt say "draft only"?

Hermes approvals cover dangerous commands, not the messages it writes. Saying "draft only" and delivering to your own chat keeps a person in charge of sending.

Which prompt should I paste first?

Prompt 1, the sales rules. Every later job inherits the tone, the [CHECK] marker and the no-sending rule from it.

Can the agent add the webhook route for me?

It can draft the YAML, but add it yourself. Per-route tool grants are a manual config edit by design, so an agent cannot give itself extra tools.

What if my CRM is HubSpot?

There is no HubSpot entry in the Hermes catalogs. Start Prompt 5 from a spreadsheet export instead, or use Attio, Close or Twenty CRM.

Final word on Hermes Agent For Sales

Paste Prompt 1 into your agent today, and book a free strategy session if you want help planning the rest of your Hermes Agent for sales setup.

Related guides on agentos.guide

→ Hermes Agent For Business: Start With One Job, Then Grow It With Five Copy-Paste Prompts In Your Agent OS

→ Grok Bot AI Full Course (Step By Step)

→ The Ghost Team

→ Hermes Agent Browser: What It Is, The Quick-Start And Where It Fits In An Agent OS

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