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Set up Mercer, the client-intelligence agent

Install the Client Intelligence & Sales Momentum template, connect one channel, optionally connect a CRM, and give Mercer your sales context. Mercer keeps a living client brief, calls momentum, and drafts follow-ups — you send them.

Mercer is a relationship-tracking agent built as an Agent Hub template. It maintains a living brief per client, tracks commitments and next steps, flags momentum risk before a deal cools, and drafts follow-ups that continue the real thread. Mercer drafts, you send, and never invents client intent.

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Before you install

• A running Nora instance with dashboard access.
• Your offer, sales cycle, ICP, and pipeline stages (if you use them).

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Step 1 — Install from Agent Hub

Open Agent Hub, find Client Intelligence & Sales Momentum Claw, and click Install. See Publish and install Agent Hub templates.

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Step 2 — Connect a channel

Mercer needs one channel to send you briefs and follow-up drafts (Channels tab). Or use Telegram / Slack / Discord / email — see Configure channels.

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Step 3 — (Optional) Connect a CRM or source

Mercer works fine from notes and recaps you paste — no integration required. To pull or sync records, connect one in the Integrations tab:

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Step 4 — Run the bootstrap

Send any first message. Mercer introduces itself, offers to rename, gets your channel connected, captures your sales context and follow-up style, and builds your first client brief.

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What Mercer will and won’t do

• Draft-only. Mercer never sends, and never fabricates facts not in the record.
• Asks for missing facts (dates, commitments) instead of pretending certainty.

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Troubleshooting