Open-source B2B AI SDR template. 7-layer context system with 10-stage sales pipeline, 4-layer anti-amnesia memory, 13 automated cron jobs, WhatsApp IP isolat...
--- name: b2b-sdr-agent description: "Open-source B2B AI SDR template. 7-layer context system with 10-stage sales pipeline, 4-layer anti-amnesia memory, 13 automated cron jobs, WhatsApp IP isolation, multi-channel (WhatsApp+Telegram+Email). Built on OpenClaw." license: MIT-0 --- # B2B SDR Agent — AI Sales Development Representative Turn any B2B export business into an AI-powered sales machine. Full-stack SDR that handles lead capture → qualification → follow-up → quoting → closing across WhatsApp, Telegram, and email. ## 7-Layer Context System | Layer | File | Purpose | |-------|------|---------| | Identity | IDENTITY.md | Company name, role, product catalog | | Soul | SOUL.md | Personality, values, communication rules | | Workflow | AGENTS.md | 10-stage sales pipeline with stage gates | | User | USER.md | Owner profile, ICP scoring, admin whitelist | | Heartbeat | HEARTBEAT.md | 13-item pipeline inspection (cron) | | Memory | MEMORY.md | 4-layer anti-amnesia protocol | | Tools | TOOLS.md | CRM, channels, integrations | ## Key Features - **10-Stage Sales Pipeline**: Cold Lead → Engaged → Qualified → Proposal → Negotiation → Closed - **4-Layer Memory**: L1 pinned context, L2 session KV, L3 vector search, L4 CRM snapshots - **13 Cron Jobs**: Auto heartbeat, follow-up reminders, lead scoring, pipeline reports - **Multi-Channel**: WhatsApp, Telegram, Email — with channel-specific strategies - **WhatsApp IP Isolation**: Per-tenant Cloudflare WARP proxy for multi-tenant deployments - **Human-Like Conversations**: SDR humanizer skill for natural, trust-building messages - **Operator Bilingual Mode (opt-in)**: English to customers + Chinese self-chat sync for non-English operators, enable via `operator_bilingual: true` in IDENTITY.md ## Deploy ```bash # One-click deploy cp deploy/config.sh.example deploy/config.sh # Edit config.sh with your server, API keys, and channel settings ./deploy/deploy.sh your-client-name ``` ### IP Isolation (Multi-Tenant) Each tenant gets a unique Cloudflare exit IP so WhatsApp sees independent devices: ```bash ./deploy/ip-isolate.sh tenant-name ``` Architecture: `tenant → wireproxy (SOCKS5, ~4MB) → WARP account → unique Cloudflare IP` ## Skills Included - **sdr-humanizer** — Human-like conversation rules - **delivery-queue** — Async message delivery with retry - **lead-discovery** — AI-driven lead search and ICP scoring - **quotation-generator** — PDF proforma invoice generation - **chroma-memory** — Per-turn conversation memory with ChromaDB - **telegram-toolkit** — Telegram-specific SDR strategies - **graphify** — Knowledge graph for product catalog, customer intelligence, and market research ## Requirements - Linux server (Ubuntu 20.04+) - Node.js 18+ - AI model API key (OpenAI, Anthropic, Google, etc.) - [OpenClaw](https://openclaw.dev) gateway ## Links - [GitHub](https://github.com/iPythoning/b2b-sdr-agent-template) - [PulseAgent (Managed)](https://pulseagent.io/app)
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by @clawhub