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 |
14-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
- 14 Pipeline Checks: 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
# 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:
./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 gateway
Links
1---2name: b2b-sdr-agent3description: Open-source B2B AI SDR template. 7-layer context system with 10-stage sales pipeline, 4-layer anti-amnesia memory, 14 automated pipeline checks, WhatsApp IP isolation, multi-channel (WhatsApp+Telegram+Email). Built on OpenClaw.4license: MIT-05---67# B2B SDR Agent — AI Sales Development Representative89Turn 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.1011## 7-Layer Context System1213| Layer | File | Purpose |14|-------|------|---------|15| Identity | IDENTITY.md | Company name, role, product catalog |16| Soul | SOUL.md | Personality, values, communication rules |17| Workflow | AGENTS.md | 10-stage sales pipeline with stage gates |18| User | USER.md | Owner profile, ICP scoring, admin whitelist |19| Heartbeat | HEARTBEAT.md | 14-item pipeline inspection (cron) |20| Memory | MEMORY.md | 4-layer anti-amnesia protocol |21| Tools | TOOLS.md | CRM, channels, integrations |2223## Key Features2425- **10-Stage Sales Pipeline**: Cold Lead → Engaged → Qualified → Proposal → Negotiation → Closed26- **4-Layer Memory**: L1 pinned context, L2 session KV, L3 vector search, L4 CRM snapshots27- **14 Pipeline Checks**: Auto heartbeat, follow-up reminders, lead scoring, pipeline reports28- **Multi-Channel**: WhatsApp, Telegram, Email — with channel-specific strategies29- **WhatsApp IP Isolation**: Per-tenant Cloudflare WARP proxy for multi-tenant deployments30- **Human-Like Conversations**: SDR humanizer skill for natural, trust-building messages31- **Operator Bilingual Mode (opt-in)**: English to customers + Chinese self-chat sync for non-English operators, enable via `operator_bilingual: true` in IDENTITY.md3233## Deploy3435```bash36# One-click deploy37cp deploy/config.sh.example deploy/config.sh38# Edit config.sh with your server, API keys, and channel settings39./deploy/deploy.sh your-client-name40```4142### IP Isolation (Multi-Tenant)4344Each tenant gets a unique Cloudflare exit IP so WhatsApp sees independent devices:4546```bash47./deploy/ip-isolate.sh tenant-name48```4950Architecture: `tenant → wireproxy (SOCKS5, ~4MB) → WARP account → unique Cloudflare IP`5152## Skills Included5354- **sdr-humanizer** — Human-like conversation rules55- **delivery-queue** — Async message delivery with retry56- **lead-discovery** — AI-driven lead search and ICP scoring57- **quotation-generator** — PDF proforma invoice generation58- **chroma-memory** — Per-turn conversation memory with ChromaDB59- **telegram-toolkit** — Telegram-specific SDR strategies60- **graphify** — Knowledge graph for product catalog, customer intelligence, and market research6162## Requirements6364- Linux server (Ubuntu 20.04+)65- Node.js 18+66- AI model API key (OpenAI, Anthropic, Google, etc.)67- [OpenClaw](https://openclaw.dev) gateway6869## Links7071- [GitHub](https://github.com/iPythoning/b2b-sdr-agent-template)72- [PulseAgent (Managed)](https://pulseagent.io/app)
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