Playbook Hermes Agent

Save and verify durable Hermes team conventions

Store a small set of approved, non-secret conventions in Hermes memory and confirm the saved files and fresh-session behavior.

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Requirements and responsibilities

Illustrative situation

Illustrative scenario: a team owner wants a durable writing preference carried across fresh sessions and needs proof the instruction was written to memory.

Choose the approach

Dashboard and application procedure

Follow these steps yourself, or use the scoped AI handoff below for supported hosting operations.

Step 1 of 5

Choose durable, safe conventions

Where
Team owner / approved memory request
Permissions
Team knowledge owner
Inputs
Short preferences useful across tasks; no secrets or sensitive personal data
Action
Select a few stable writing or reporting preferences. Keep task-specific or confidential facts out of durable memory.
Expected result
The proposed memory has a named owner and limited content.
Verify
Review the exact text before asking Hermes to save it.
If it fails
If a convention is uncertain or sensitive, omit it and keep it in an approved system of record.

Sources: Hermes memory feature guide

Step 2 of 5

Locate the active profile and save the approved entry

Where
Hermes terminal/CLI and active Hermes profile
Permissions
Authorized Hermes user
Inputs
Active HERMES_HOME/profile; approved exact preference; target memory type
Action
Run `hermes profile list` and identify the active profile/HERMES_HOME before writing. Use the profile’s `memories/MEMORY.md` for environment or team conventions and `memories/USER.md` only for personal preferences; the default profile uses `~/.hermes/memories/`, while named profiles use `~/.hermes/profiles/<profile>/memories/`. Ask Hermes to use the memory tool to save the exact approved text to the correct target.
Expected result
The preference is assigned to the right profile and memory target.
Verify
Do not treat an acknowledgment as persistence; inspect the target MEMORY.md or USER.md content.
If it fails
If the file was not changed, retry using the actual supported memory operation, not narrative prompting.

Sources: Hermes memory feature guide

Step 3 of 5

Inspect the active profile memory file

Where
Authorized Hermes terminal/CLI using the active profile path identified above
Permissions
Workspace owner
Inputs
The active profile path, MEMORY.md or USER.md target, expected text
Action
Open the file under the active profile’s `memories/` directory, not a different default profile. Confirm the exact entry is present; `MEMORY.md` holds environment/conventions and `USER.md` holds personal preferences.
Expected result
The approved entry appears in the correct active-profile file and target.
Verify
Compare saved text with the approved wording and inspect the tool result for a successful write; an acknowledgment alone is not proof.
If it fails
If wrong or overbroad, edit/remove the entry and verify the corrected file.

Sources: Hermes memory feature guide

Step 4 of 5

Verify fresh-session loading

Where
Hermes conversation
Permissions
Authorized user
Inputs
A new Hermes session boundary, e.g. /new
Action
Start a new Hermes session using that same profile (for example `/new` on a gateway or a fresh CLI invocation). Ask a harmless task that should use the preference and check the fresh session’s behavior.
Expected result
The new session uses the saved convention or transparently says it cannot find it.
Verify
Confirm the profile matches and the new session applies the saved preference; if not, inspect the profile-specific file and memory-enabled settings.
If it fails
If it does not load, inspect memory file location/snapshot behavior in official docs; do not claim the preference persisted.

Sources: Hermes memory feature guide

Step 5 of 5

Maintain the memory responsibly

Where
Team memory owner
Permissions
Memory file write permission
Inputs
Review date and removal owner
Action
Review memory periodically, remove stale items, and keep durable memory bounded and non-secret.
Expected result
The memory remains useful and owned.
Verify
Confirm removals are reflected in the file and test if relevant.
If it fails
If ownership changes, remove team-specific instructions until a new owner approves them.

Sources: Hermes memory feature guide

Maintenance

Recovery decisions

AI handoff

Configure the needed provider, channel, credentials and permissions separately. This guide does not imply xCloud has preconfigured upstream tools or scheduled jobs.

Supported scope

Copyable agent brief

Manual checkpoints

  • Use `hermes profile list` to identify the active profile, then inspect that profile’s `memories/MEMORY.md` or `memories/USER.md`. Default path is `~/.hermes/memories/`; a named profile has `~/.hermes/profiles/<profile>/memories/`. Use `/new` or a fresh CLI invocation to reload the frozen snapshot.
  • Review the task-specific acceptance check and inspect actual output, configuration or run history before relying on it.
Feature coverage

Sources

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