🏪
SMB Operations & Growth Hub
All-in-One SMB
Unread Emails
3
IMAP Connected & Active
Qualified Leads
2
🔥 1 Hot · ☀️ 1 Warm
Active Quotes Value
$23.4k
2 active proposals
Scheduled Calls
3
Upcoming this week
🚀 Fast Action Center
Directly run skills from the dashboard
📁 Recent Sorted Documents
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📬 Email Inbox & Document Sorter
🔗 Connected Email Account
📨 Inbox Messages
Automatically triaged by agent
| Status | Sender | Subject | Intent Category | Attachments | Date |
|---|
📂 Extracted & Sorted Documents
Organized into target business repositories
| Document File | Classification | Destination Directory | File Size | Extraction Date |
|---|
📅 Calendar & Client Follow-ups
🗓️ Scheduled Business Agenda
Client calls, quote expiration deadlines, and compliance milestones
🎯 Inbound Lead Qualification Pipeline
⚡ Interactive BANT Scorer
📋 Active Qualified Leads (CRM)
Synced with pipeline
| Company | Contact | Score | Tier | Stated Need | Budget | Timeline | Status |
|---|
📝 Quote Processing & Proposal Engine
⚡ Interactive Quote Generator
Itemized Deliverables & Pricing
| Description | Quantity | Unit Price ($) | Total ($) |
|---|
Subtotal:
$0.00
Discount (%):
Tax Rate (%):
Final Total:
$0.00
📑 Commercial Quotes History
All generated quotations
| Quote ID | Client | Total ($) | Payment Terms | Valid Until | Approval Status | Date Issued |
|---|
🛡️ Compliance, Privacy & PII Auditor
🔍 Real-Time Regulatory Scanner
🧠 SilverBullet Operational Memory
Persistent Markdown knowledge base stored on the VPS filesystem and continuously injected into agent reasoning.
⚡ Facto-Master Orchestration & Skills Hub
Hermès Core Orchestrator
Registered Skills
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Loaded from skills/ directory
Production Ready
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🛡️ Passing Guardrails Audit
Heuristic Routing Tests
-
Auto-complexity routed
Default Execution Model
local-hermes-3
Zero external API dependencies
🚀 Orchestrator Fast Actions
Hermès skill authoring, auditing, and routing
🛡️ Hermès Subagent Architecture & Local Guarantee
Local First · 100% Offline Capable
Facto-Master operates on the local Hermès protocol. All skill execution, guardrail audits, complexity heuristic routing, and document analysis execute on local runtime without requiring external paid API keys. When configured, cloud LLM providers can be activated in Settings.
📁 Registered Hermès Skills Overview
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🛠️ Hermès Skill Scaffolder
Generate complete, production-grade Hermès skills adhering to canonical guidelines.
📝 Skill Configuration Specification
📦 Installed Hermès Skills & Guardrails Audit
📑 Installed Skills Registry
Audit against frontmatter, security rules, and evaluation benchmarks
| Skill Name | Category | Version | Allowed Tools | Guardrails Status | Actions |
|---|
🎯 Model Complexity Heuristic Router
Intelligently matches user prompts to the most cost-effective and capable reasoning tier.
🔍 Evaluate Prompt Complexity
📜 Hermès Meta-Directives & Guardrails
Local Execution Guarantee
Enforced
Zero required external API tokens
PII & Privacy Boundary
Zero PII
SSN / Full TIN masking active
Advisory Boundary
Nonbinding
Mandatory underwriting disclaimers
🛡️ Core Hermès Meta-Directives Summary
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📊 Commercial Lending & Financial Underwriting Hub
Commercial Credit Specialist
Active Pipeline Deals
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Commercial credit queue
Total Pipeline Volume
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Requested facilities
Portfolio Avg DSCR
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Healthy debt-service buffer (> 1.25x)
Tax Returns Analyzed
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EBITDA reconciliations
🚀 Fast Financial Analysis Actions
Commercial credit intake, tax extraction, and bank cash-flow
🤝 Recent Pipeline Deals & Checklist Status
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📋 Commercial Lending Credit Intake Brief
Synthesize messy borrower applications into canonical 4-section credit briefs with exact source citations.
📥 Borrower Information & Application Notes
📑 Corporate Tax Return & EBITDA Analyzer
Extract line items from Form 1120, 1120-S, 1065, or Schedule C with automated EBITDA add-back reconciliation.
📥 Tax Return Input & Form Specifications
🏦 Bank Statement Cash-Flow & ADB Analyzer
Analyze average daily balance (ADB), cash-flow trajectory, NSF frequency, and debt-service coverage.
📥 Bank Statement Transcripts & Deposits
🤝 LendLink Deal Pipeline & Underwriting Queue
📑 Active Commercial Deals
Interactive LendLink underwriting verification checklist
| Deal ID | Borrower Business | Facility | Amount ($) | Stage | LendLink Underwriting Checklist | Actions |
|---|
🛎️ SMBCopilot AI Assistant
Hello! I am your SMB Operations & Growth Copilot. I actively monitor your emails, sort incoming documents, score inbound leads, draft commercial quotes, and enforce compliance guardrails. How can I assist your business today?