B2B SDR Agent

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.

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

# 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

• GitHub
• PulseAgent (Managed)