Example Agent Interactions
What the agent can actually do with a Brain
Six real interactions, pre-generated and grounded entirely in the Summit vault. For each one you can see the response, the exact documents it drew on, and the permission boundary that applies — because a useful agent is a controlled agent.
These examples are curated for the demo. In a live Company Brain, the agent answers ad-hoc questions the same way: from the vault, with sources, inside the permission rules.
Pick a question
Hermes agent
Grounded in the Summit Home Services Brain · draft-only mode
“A homeowner says the estimate is too expensive. How should I respond?”
"Too expensive" usually means one of three things: sticker shock against an uninformed expectation, a genuinely tight budget, or they can't see what the money buys. It rarely means the price is wrong.
Framework (from the sales playbook):
- Don't defend the number. Ask what they were expecting, and against what.
- Walk the estimate line by line so the total becomes a set of understandable decisions.
- Offer real scope options — phasing or material choices — not a discount.
Approved phrasing you can adapt:
"Fair enough — can I ask what you were expecting it to come in around? Let me walk you through where the money actually goes on this one, because there are a couple of places we could adjust the scope if the budget's firm. What I won't do is quote you the same job for less and make it up by cutting corners you can't see from the ground."
Guardrail: if they push for more than 5% off, that's above your authority — only Tara (Estimator) or Dave (Owner) can approve it. Say so plainly and set a callback.
Sources used
Every claim in the response traces to a vault document — that’s what “grounded” means in practice.
Permission boundary
Advice to a rep is internal — no approval needed. Any customer-facing message drafted from this requires rep review before sending, and discounts over 5% require Tara or Dave.
Not allowed automatically
- Send anything to the customer directly
- Offer or approve any discount
- Quote a firm price that isn't in the estimate
Imagine this answering from your business’s knowledge
Your objections, your SOPs, your prices, your approval rules — one grounded source of truth for the team and the agent.