Ready-made setups / Sales Starter
Sales Starter.
Prepare for a customer conversation. A meeting brief, a draft introduction, and suggested CRM notes.
What each tool does.
The role of each product in this proposed setup.
Research & preparation
Hermes
Agents
Customer relationships
Twenty
CRM
Sales knowledge
BookStack
Knowledge
Example setup · Peren deployment and connections are not live yet.
Where the context comes from.
Proposed information paths into Hermes. Each needs a compatible interface and authorized access.
- Twenty Hermes
Selected companies and contacts
Customer context for the brief - BookStack Hermes
Selected sales playbook pages
Guidance for the proposed message
The first useful thing
Prepare for a customer conversation.
You check the facts, choose the message, and decide what to save in the CRM.
How connections workAn example first task Hermes
“Use the selected company records and sales playbook to prepare a meeting brief, a draft introduction, and suggested CRM notes for review.”
The intended outcome
A meeting brief, a draft introduction, and suggested CRM notes.
The initial example reads context and prepares drafts. Saving CRM notes or sending a message needs a separate authorized action.
Before you begin
Prepare the
starting point.
- Select the companies and contacts to use from Twenty.
- Choose the current sales playbook pages in BookStack.
- Give the agent a specific meeting or outreach question.
- Models
- Your agent needs a compatible model provider.
- Cost
- Hosting and model usage. Rates have not been announced. Understand pricing