The Hermes inbox summary
Who can do this: anyone in the organisation, on the Early Access plan.
What it does
Hermes writes a few lines above the inbox on where the business stands. The summary leads with overdue orders, quotes about to expire, late purchase orders and mentions that have been waiting. Numbers that matter are in bold.
Its greeting follows the time of day on your organisation’s clock, from Good morning through to Working late.
Each summary appears as Hermes types it.
Before you start
The summary needs Hermes turned on for your organisation. On Lucrii’s own cloud, your plan must also include Hermes. The free plan does not. A self-hosted organisation has no plan requirement and needs only the organisation setting.
Writing a summary costs Hermes credits. Lucrii stores the summary for the current part of the day and shows it on every visit. When your orders or notifications change, Lucrii writes a fresh one on your next visit or refresh, at most once a minute. A fresh summary brings the bubble back even after you dismissed the last one.
How to use it
- Read the summary above the list.
- Select Refresh summary to fetch the latest summary.
- Select Dismiss summary to hide it.
- Select Show Hermes summary to bring it back. The button is where the bubble was.
Lucrii remembers that you dismissed it per organisation, in the browser where you did it.
Troubleshooting
If the connection drops while Hermes is writing, the summary stops where it got to. A closing line says so and asks you to refresh for the rest.
If Hermes cannot write a summary at all, it says so. The bubble clears after a few seconds.
Related
- The inbox: See the orders and tasks you are working on in one list, with a dot against anything that has changed since you last looked.
- Views and My Teams’ Inbox: Switch between the My Inbox and My Teams’ Inbox tabs, choose All or Unread, and filter either list by type, status, priority, due date or assignee.
- Quotes, sales orders and purchase orders: Switch between the quotes, sales orders and purchase orders lists, each with figures above it and views that filter it by status.
Changes
- Help pages for every feature - 2026-09-30