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Quests

Last updated: October 16, 2026

What it does

A quest is a short walkthrough of one job, told by Hermes. Each step dims the page and lights up the control it is about. Hermes gives one instruction beside it. The dots under his line show how far through you are.

Most steps move on when you do what they ask. You select the button or fill in the field. A field only counts once what you enter is valid, such as a complete email address. Other steps have you save the form or ask Hermes the question.

A step that asks you to save moves on once you select the button it lights up and the saved page opens. Cancel, Back or a link somewhere else does not count as a save. A step that only explains something has a Next button, which reads Finish on the last step. A step about another page has a Take me there button.

If you already did what a step asks, Hermes says so and moves past it. You can also do a later step first, such as saving a form early. Earlier steps then count as done.

While a step waits on a control, selecting anything else on the page does nothing. The light around the control pulses. Scrolling works as usual. Hermes and his Ask Hermes button still work, as do messages and any window the app opens. The control can be inside a window an earlier step opened, such as the message in Review Quote. That window’s other controls do nothing. A step that only explains something doesn’t stop you selecting anything.

A form can refuse to save and show an error when you select its button. If the quest hasn’t moved on a moment after you select the lit button, the rest of the page works again. That lasts until the step changes. You can then fix the form and select the button again.

A menu or window a step is about can close. Hermes then moves to the corner and says “Looks like that closed. Reopen it and we’ll carry on.” The quest picks up again when it reopens. If an earlier step opened it, Hermes goes back to that step. He says “That closed, so I’ve taken us back a step.” A window that closes because you saved it gets neither line. The save moves the quest on.

The button a step is about can disappear from a record’s page because the record changed, such as a quote someone sent in another tab. Hermes then asks you to open another record of the kind the quest needs, and offers Take me there. On a board a step is about, you can’t drag cards during a search, so Hermes asks you to clear it. If the column that completes tasks is collapsed, or the column holding your open cards, Hermes asks you to expand it. The quest stays on that board.

Hermes offers a quest on the screen it belongs to, in a card under the Ask Hermes button. Before an offer, Hermes waits until you have been on the screen a moment without typing. No window or menu can be open, and no form half filled. The offer shows the job, what it achieves and why it matters. It also gives the number of steps and roughly how long it takes. Let’s go starts it, Later puts it off for three days, and Don’t ask again stops that offer. Unanswered offers go after 20 seconds. Hermes makes at most one offer every 10 minutes. He does not make an offer again after you leave it alone twice.

A gold ! on the Ask Hermes button means this screen has a quest you can start. A grey ? means a quest you paused can pick up here. Selecting ! puts up that quest’s offer, and selecting ? resumes the paused quest.

Browse quests, in the Ask Hermes panel, opens your Quest Chart. Asking Hermes to show you how to do something starts the matching quest as well.

Some quests work on one record, such as a quote or a contact. Such a quest starts from the Quest Chart and waits until you open that record. A quest you paused on a record page goes back to that record when you resume it, even after a reload. The record may be deleted. It may also no longer suit the step, such as a quote already sent or an order already paid. The quest then needs another record. Hermes says “I can’t show this step here” and names the record that suits the step. Examples are a draft quote, a sales order with stock to fulfil and a company. The step’s instruction shows under it.

Take me there opens the list you pick the record from, such as the quotes list or the contacts list. On that list, Hermes asks you to open a record from it, again with the step’s instruction under it.

With Hermes off and quests on, the Ask Hermes button reads Search. With both off, it disappears. Asking Hermes describes the button.

A finished quest gets a Quest complete card. The card shows what you can do with it and offers the next quest in the series. With achievements on, it also shows the experience you get. Finish every quest in one part of Lucrii, such as Contacts, and you get a larger celebration.

Your organisation chooses how quests arrive. Offered lets Hermes offer a quest a couple of seconds after a member opens a screen that has one. On request keeps quests on the Quest Chart until a member starts one, and Hermes never offers them. Off takes quests away for the whole organisation. The setting applies to everyone. General organisation settings holds it.

Your Quest Chart is the Quest Chart tab on the My Progress page. Open My Progress from the menu under your name, at the foot of the sidebar. My Progress opens on its first tab, so select Quest Chart if another tab shows. The Quest Chart tab shows while your organisation’s quests setting is not Off. The summary at the top of My Progress stays off this tab, and the chart fills the page below the tabs.

The Quest Chart is a map of your quests, drawn as a climb from Base camp at the foot of the map. A quest is a round marker, and a side quest is a smaller diamond. Roads join a quest to the ones it needs first.

  • A double ink ring marks a finished quest, and a dotted ring a locked one.
  • Gold marks a ready quest.
  • Solid red-orange marks one under way.
  • A quest that isn’t open to you shows a question mark and no name.

Hermes stands beside the quest you are on, and footprints walk up the road to it. When no quest is under way, Hermes doesn’t appear. The chart then opens on the next ready quest.

Drag or scroll to move the map, and pinch or hold Ctrl and scroll to zoom. On a phone, drag to move and pinch to zoom. The buttons in the bottom right corner are Zoom in, Zoom out, Show the whole chart and Go to your current quest. From the keyboard, press Tab to reach the map and use the arrow keys to move it. Plus and minus zoom, and 0 shows the whole chart. The zoom level shows in the top left corner. It goes up to 400%. Below 60%, only your current quest keeps its name on the map. When none is under way, the next ready quest keeps it.

Select a quest for its card. The card shows the quest’s name. A quest you have not finished also carries a step count, such as 3 steps. A quest under way shows the step you are on instead, such as Step 2 of 3. Under that, the card says what the quest gets done.

  • A locked quest’s card starts Unlocks when you finish and names the quests to finish first. When it can’t name them, it reads Unlocks as you finish earlier quests.
  • A ready quest’s card has Start Quest, and a paused quest’s card has Resume. Either button closes the card, and Hermes shows the step you are on.
  • The quest Hermes is showing you has no button on its card.
  • A finished quest’s card has no step count and reads Completed.
  • A quest that isn’t open to you reads Uncharted, with Keep exploring to reveal this quest.

To close the card, select the quest again, select an empty part of the map or press Esc.

Your organisation can turn off a part of the product. Quests about that part leave the offers, and the Quest Chart shows them as a question mark. Turning Hermes or Achievements off in general settings does the same to that feature’s quests. A demo organisation does the same to its quests for exploring the App Store and connecting an MCP client.

Before you start

Offers need your organisation set to Offered. They also need a window wide enough to show them. Hermes does not offer while a quest is running.

Some quests open only after others are finished. The Quest Chart shows which to finish first.

A quest you have started carries on where you left it, even after Lucrii changes. A quest you finished stays finished.

Quests scoped to the organisation are completed once for everyone. An administrator moves them along.

How to use it

  1. Select Let’s go on an offer, the ! on the Ask Hermes button, or Start Quest on a quest’s card in your Quest Chart.
  2. Do what Hermes asks on the control he lights up, or select Next on a step that only explains.
  3. Carry on to the last step. The quest completes when you finish it.
  4. To stop partway, select the X on Hermes’ card or press Esc.
  5. To carry on later, select Resume on the bar at the bottom of the screen.

Leaving the page a step is on also pauses the quest. The exception is a quest waiting for you to open its record. The bar shows the step you are on and comes back after a reload. The bar’s menu has an Abandon quest item. It clears your progress. The quest can then be offered again later.

A quest paused inside a panel or card that an earlier step opened picks up at the step that opens it. A new task card and the invite panel are two such places. A quest paused on a button that needs something you typed picks up at the step where you type it. One such button is Post under a note.

To stop one offer, select Don’t ask again. To stop quests altogether, an administrator sets Quests to Off in the organisation’s general settings.

Troubleshooting

Hermes waits in the corner saying the control closed. Reopen the menu or window the step is about, and the quest carries on. To stop, select the X.

Hermes says he can’t show the step here when the record you are on does not suit it. Examples are a quote already sent, and a person where the quest needs a company. Open the kind of record he names, or select Take me there to pick one from its list.

You don’t see an offer. Hermes waits until you settle on a screen. He makes one offer every 10 minutes at most, and never while a quest is running. The ! on the Ask Hermes button and your Quest Chart are always there.

  • Asking Hermes: Ask Hermes a question about your business from the command palette, which opens on every page of the app.
  • What Hermes can do and change: Ask Hermes to read your records, or to create and change orders, contacts, items, stock, notes, tasks and boards for you.
  • Hermes credits and spending limits: Track the credits Hermes uses against your monthly allowance, and set a spending limit on what your organisation spends beyond it.
  • Achievements, levels and the leaderboard: Gain experience towards levels and achievements from your work in Lucrii, and see the organisation ranked by season on the leaderboard.
  • Your profile: Edit your name, email, picture, personal email signature and password on the profile page.

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