Today · 9:41 AM

What’s the latest update we have on Brightside Health?

From the latest meeting notes, they wanted confirmation on Slack integration and SSO before proceeding with a pilot.

The account notes in CRM are current and the product update shipped last week.

Perfect. Post an update to let them know.

Done. Product updates were shared and linked in #brightside-shared.

✓ Action completed 4 steps · 8 sec

✓Loaded CRM recordBrightside Health · current account context

✓Reviewed Slack contextVerified the latest customer thread

✓Confirmed product updateMatched against the release note

✓Posted customer update#brightside-shared · completed

AI Workforce

Orchestration

See how work is delegated between agents and where human approval enters the flow.

Workforce9 agents6 online · 2 working · 1 needs attention

CoordinatorChief of StaffRoutes cross-functional work

Active delegation3 tasksAcross Sales, Support and Finance

CS Chief of StaffCoordinator Working

Human approval boundary

JD John DoeApproves sensitive external or financial actions

CSRenewal campaignDelegated by Chief of StaffLive

Chief of Staff→Sales Outbound

CSSupport escalationCustomer requested exceptionApproval

Customer Support→John Doe

ICInvoice follow-upScheduled finance routineQueued

Routine→Invoice Collector

Capabilities

Skills

Skills define what your Hermes agents can do. Assign only what each role actually needs.

✉

EmailRead, draft and send email

6 agents

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CalendarAvailability and scheduling

4 agents

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CRM LookupCustomer and account context

5 agents

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PDF ReaderRead and analyze documents

7 agents

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Web ResearchResearch public information

3 agents

☏

WhatsAppCustomer messaging gateway

3 agents

Workforce skill assignment

Role-based access keeps each agent focused and reduces unnecessary permissions.

Chief of Staff✓✓✓—✓

EA✓✓—✓—

Sales Outbound✓✓✓✓✓

Customer Support✓—✓✓—

Invoice Collector✓—✓✓—

Human in the loop

Approvals

Review sensitive actions before an agent is allowed to execute them.

CSCustomer SupportExternal customer messageNeeds review

“We can extend your service window until Friday and waive the rescheduling fee.”

Customer: Brightside HealthRequested 4 min ago

EMExpense ManagerFinancial actionNeeds review

Reimburse $186.40 for approved client travel expenses.

Policy: Finance approval requiredRequested 11 min ago