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.

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Install skill "b2b-sdr-agent" with this command: npx skills add ipythoning/b2b-sdr-agent

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

LayerFilePurpose
IdentityIDENTITY.mdCompany name, role, product catalog
SoulSOUL.mdPersonality, values, communication rules
WorkflowAGENTS.md10-stage sales pipeline with stage gates
UserUSER.mdOwner profile, ICP scoring, admin whitelist
HeartbeatHEARTBEAT.md13-item pipeline inspection (cron)
MemoryMEMORY.md4-layer anti-amnesia protocol
ToolsTOOLS.mdCRM, 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

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