> ## Documentation Index
> Fetch the complete documentation index at: https://noradocs.solomontsao.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mercer client intelligence

# 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.

<Tip>
  **Mercer** is just the default name. On first run the agent asks what you'd like to call it —
  rename it, or keep "Mercer."
</Tip>

## Before you install

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

## 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](/guides/agent-hub).

<Frame caption="Agent Hub — Client Intelligence & Sales Momentum Claw template detail before installation">
  <img src="https://mintcdn.com/sttechnologyllc/A_pk5LchBKKfnyIr/images/guides/agent-templates/mercer-client-intelligence.png?fit=max&auto=format&n=A_pk5LchBKKfnyIr&q=85&s=6312c4b976c20502a0da06131e5e12cb" alt="Mercer template detail" width="1512" height="1080" data-path="images/guides/agent-templates/mercer-client-intelligence.png" />
</Frame>

## Step 2 — Connect a channel

Mercer needs **one** channel to send you briefs and follow-up drafts (Channels tab).

<Steps>
  <Step title="Link WhatsApp in Nora">
    Open the agent -> **Channels** tab -> **WhatsApp** -> **Link**.
  </Step>

  <Step title="Scan the QR code">
    Complete the pairing prompt from WhatsApp. OpenClaw WhatsApp uses QR/link pairing, not a
    Phone Number ID and access-token form.
  </Step>

  <Step title="Confirm the channel">Return when Nora shows the channel linked or connected.</Step>
</Steps>

Or use Telegram, Slack, Discord, or another OpenClaw channel from the catalog — see [Configure channels](/guides/channels).

## 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:

<CardGroup cols={2}>
  <Card title="Salesforce" href="/guides/integrations/salesforce" icon="cloud" arrow>
    Enrich and sync client profiles.
  </Card>

  <Card title="HubSpot" href="/guides/integrations/hubspot" icon="database" arrow>
    Enrich and sync client profiles.
  </Card>

  <Card title="Email" href="/guides/integrations/email" icon="envelope" arrow>
    Send approved follow-ups.
  </Card>

  <Card title="LinkedIn" href="/guides/integrations/linkedin" icon="linkedin" arrow>
    Pull contact context.
  </Card>
</CardGroup>

## 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.

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Mercer says a CRM isn't connected, but I added it">
    Mercer reads `integrations/NORA_INTEGRATIONS.md`, regenerated on sync. Re-check the
    **Integrations** tab.
  </Accordion>

  <Accordion title="Momentum call seems off">
    Momentum needs concrete dates and commitments — give Mercer the latest interaction with timing
    and it will recalibrate.
  </Accordion>
</AccordionGroup>