b2b-sdr-agent

Category: Business & Operations | Uploader: iPythoning | Downloads: 0 | Version: v1.0（Latest）

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.

Changelog: Source: GitHub https://github.com/iPythoning/b2b-sdr-agent-template

Directory Structure

Current level: tree/main/

📁 .sync/
- 📁 blog-drafts/
  - 📄 openclaw-upstream-sync-2026-04-03.en.md 2.8 KB
  - 📄 openclaw-upstream-sync-2026-04-03.zh.md 2.8 KB
  - 📄 openclaw-v2026-4-5.en.json 9.6 KB
  - 📄 openclaw-v2026-4-5.zh.json 6.8 KB
  - 📄 whatsapp-b2b-sales-2026-en.md 8.9 KB
  - 📄 whatsapp-b2b-sales-2026-zh.md 7.8 KB
- 📄 last-release 9 B
- 📄 last-synced-commit 41 B
- 📄 latest-report.md 891 B
- 📄 sync-log.md 3.0 KB
- 📄 weekly-topics.md 568 B
📁 deploy/
- 📄 config.sh.example 4.7 KB
- 📄 deploy.sh 11.8 KB
- 📄 generate-config.sh 5.9 KB
- 📄 ip-isolate.sh 10.2 KB
- 📄 skill-profiles.sh 3.5 KB
- 📄 UPGRADE.md 3.6 KB
📁 docs/
- 📁 internal/
  - 📄 LAUNCH-CONTENT.md 27.4 KB
  - 📄 SOCIAL-PUBLISH-PROMPTS.md 23.2 KB
📁 examples/
- 📁 electronics/
  - 📄 IDENTITY.md 962 B
  - 📄 USER.md 1.5 KB
- 📁 heavy-vehicles/
  - 📁 product-kb/
    
    📄 catalog.json 1.5 KB
  - 📄 IDENTITY.md 1.0 KB
  - 📄 USER.md 2.0 KB
- 📁 textiles/
  - 📄 IDENTITY.md 1.0 KB
  - 📄 USER.md 1.6 KB
📁 product-kb/
- 📁 products/
  - 📁 example-product/
    
    📄 info.json 1.5 KB
- 📁 scripts/
  - 📄 generate-pi.js 3.1 KB
- 📄 catalog.json 2.0 KB
📁 scripts/
- 📄 daily-sync.sh 2.7 KB
- 📄 proactive-summary.mjs 5.7 KB
📁 skills/
- 📁 chroma-memory/
  - 📄 chroma.mjs 10.2 KB
  - 📄 SKILL.md 2.1 KB
- 📁 delivery-queue/
  - 📄 deliver.sh 4.6 KB
  - 📄 SKILL.md 1.4 KB
- 📁 lead-discovery/
  - 📄 SKILL.md 3.8 KB
- 📁 quotation-generator/
  - 📄 SKILL.md 1.8 KB
- 📁 sdr-humanizer/
  - 📄 SKILL.md 2.7 KB
- 📁 supermemory/
  - 📄 SKILL.md 1.7 KB
  - 📄 sm.mjs 4.0 KB
- 📁 telegram-toolkit/
  - 📄 SKILL.md 6.5 KB
📁 workspace/
- 📄 AGENTS.md 11.9 KB
- 📄 HEARTBEAT.md 4.0 KB
- 📄 IDENTITY.md 1.2 KB
- 📄 MEMORY.md 7.0 KB
- 📄 SOUL.md 5.3 KB
- 📄 TOOLS.md 9.2 KB
- 📄 USER.md 1.5 KB
📄 .gitignore 263 B
📄 ANTI-AMNESIA.md 24.8 KB
📄 CHANGELOG.md 4.8 KB
📄 CHANGELOG.md.local 3.1 KB
📄 CONTRIBUTING.md 2.0 KB
📄 install.sh 11.9 KB
📄 LICENSE 1.0 KB
📄 README.ar.md 20.7 KB
📄 README.es.md 16.4 KB
📄 README.fr.md 16.4 KB
📄 README.ja.md 17.9 KB
📄 README.md 14.7 KB
📄 README.pt-BR.md 16.2 KB
📄 README.ru.md 23.6 KB
📄 README.zh-CN.md 13.0 KB
📄 SECURITY.md 1.8 KB
📄 SKILL.md 2.8 KB
📄 social-preview.html 5.7 KB
📄 social-preview.png 379.6 KB

SKILL.md

---
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**: English to customers + Chinese self-chat sync for non-English operators, zero config required

## 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

## 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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