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, 14 automated pipeline checks, 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

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

• GitHub
• PulseAgent (Managed)

B2B SDR Agent Template

We're live on Product Hunt! → PulseAgent B2B SDR Agent Skill — Open-source AI SDR for WhatsApp, Email & Telegram. An upvote means the world to us 🙏

Turn any B2B export business into an AI-powered sales machine in 5 minutes.

✅ New · 2026-06-07 — Template v3.8.0: GitHub Actions CI for npm test, post-deploy deploy/doctor.sh health checks, configurable remote OpenClaw paths for non-root deployments, and expanded validation for skill counts + workspace path generation. See full changelog →

🚀 New · 2026-06-12 — OpenClaw v2026.6.6: Security hardening across 10+ vectors (exec approvals fail-closed, deleted-agent ACP bypasses closed), Telegram account-scoped topic routing, iMessage always-on inbound restart, WhatsApp successor-controller fix, Claude Fable 5 adaptive thinking support, and faster UI startup via cached model metadata. See full changelog →

📦 Add-on · 2026-05-22 — WhatsApp Legacy Account Onboarding Spec v0.5 (Path D — Multi-Device fetch): Lowest-friction history acquisition — customer scans one QR, waits for Multi-Device sync, bootstrap.sh pulls .txt files straight from PulseAgent. No backup, no password, no USB. Backup-extraction (v0.4) still default for zero-downtime tenants. Three-layer architecture (MemOS + sales_playbook + conversation_history), A/B/C/D delivery decision tree, strict auto-onboard gate. Release notes →

An open-source, production-ready template for building AI Sales Development Representatives (SDRs) that handle the full sales pipeline — from lead capture to deal closing — across WhatsApp, Telegram, and email.

Built on OpenClaw, battle-tested with real B2B export companies.

🌐 English | 中文 | Español | Français | العربية | Português | 日本語 | Русский

Architecture: 7-Layer Context System

┌─────────────────────────────────────────────────┐
│              AI SDR Agent                       │
├─────────────────────────────────────────────────┤
│  IDENTITY.md   → Who am I? Company, role        │
│  SOUL.md       → Personality, values, rules     │
│  AGENTS.md     → Full sales workflow (10 stages)│
│  USER.md       → Owner profile, ICP, scoring    │
│  HEARTBEAT.md  → 14-item pipeline inspection    │
│  MEMORY.md     → 4-layer anti-amnesia protocol  │
│  TOOLS.md      → CRM, channels, integrations    │
├─────────────────────────────────────────────────┤
│  Skills        → Extensible capabilities        │
│  Product KB    → Your product catalog           │
│  Cron Jobs     → 14 automated pipeline checks   │
├─────────────────────────────────────────────────┤
│  OpenClaw Gateway (WhatsApp / Telegram / Email) │
└─────────────────────────────────────────────────┘

Each layer is a Markdown file you customize for your business. The AI reads all layers on every conversation, giving it deep context about your company, products, and sales strategy.

Quick Start

Option A: OpenClaw Users (1 Command)

If you already have OpenClaw running:

clawhub install b2b-sdr-agent

Browse more skills on ClawHub — the AI agent skill marketplace.

Done. The skill installs the full 7-layer context system, delivery-queue, and sdr-humanizer into your workspace. Then customize:

# Edit the key files for your business
vim ~/.openclaw/workspace/skills/b2b-sdr-agent/references/IDENTITY.md
vim ~/.openclaw/workspace/skills/b2b-sdr-agent/references/USER.md

# Or copy to your main workspace
cp ~/.openclaw/workspace/skills/b2b-sdr-agent/references/*.md ~/.openclaw/workspace/

Replace all {{placeholders}} with your actual company info, and your AI SDR is live.

Option A2: Hermes Agent Users (1 Command)

If you use Hermes Agent instead of OpenClaw:

hermes skills install github:iPythoning/b2b-sdr-hermes-skill

Same 10-stage SDR pipeline, adapted for Hermes conventions (native cron, skill config, built-in WhatsApp). Migrating from OpenClaw? Run hermes claw migrate first, then install the skill.

→ b2b-sdr-hermes-skill repo

Option B: Full Deployment (5 Minutes)

1. Clone & Configure

git clone https://github.com/iPythoning/b2b-sdr-agent-template.git
cd b2b-sdr-agent-template

# Edit the 7 workspace files for your business
vim workspace/IDENTITY.md   # Company info, role, pipeline
vim workspace/USER.md       # Your products, ICP, competitors
vim workspace/SOUL.md       # AI personality and rules

2. Set Up Deployment Config

cd deploy
cp config.sh.example config.sh
vim config.sh               # Fill in: server IP, API key, WhatsApp number

3. Validate Locally

cd ..
npm test

This checks the template structure, shell scripts, product KB JSON, proforma invoice generation, Chroma memory smoke flow, and generated OpenClaw config before you touch a server.

4. Deploy

cd deploy
./deploy.sh my-company

# Output:
# ✅ Deploy Complete: my-company
# Gateway:  ws://your-server:18789
# WhatsApp: Enabled
# ChromaDB Memory: Enabled (chromadb + local chroma-memory)
# Skills:   b2b_trade (41 skills)

5. Verify Remote Health

./doctor.sh

Doctor checks SSH, Node/npm, OpenClaw CLI, openclaw.json permissions, workspace context files, local skills, Gateway service state, Gateway /health, and Chroma memory.

That's it. Your AI SDR is live on WhatsApp and ready to sell.

What It Does

Full-Pipeline Sales Automation (10 Stages)

Automated Scheduling (14 Pipeline Checks)

Human-Like Conversations

• Responds in the customer's language (auto-detected)
• Natural message pacing with delivery-queue skill (3-90s delays, message splitting)
• Timezone-aware sending (7 market timezone mappings)
• Cultural adaptation (Middle East, Africa, SEA, LatAm, Europe)
• Never reveals AI identity — presents as your sales consultant

Dynamic ICP Scoring

• Initial score based on 5 weighted dimensions (purchase volume, product match, region, payment ability, authority)
• Auto-adjusts based on interaction: fast reply +1, asks for quote +2, mentions competitor +2, 7d no reply -1
• Hot leads (ICP>=7) auto-flagged, owner notified immediately

4-Layer Anti-Amnesia System

AI agents lose context in long conversations and across sessions. Our 4-layer anti-amnesia architecture ensures your AI SDR never forgets:

Message In ──→ L1 MemOS auto-recall (structured memory injection)
    │
    ├──→ L3 ChromaDB per-turn store (customer-isolated, auto-tagged)
    │
    ├──→ L2 Proactive Summary at 65% tokens (haiku compression, zero info loss)
    │
    └──→ L4 CRM Snapshot daily 12:00 (disaster recovery fallback)