Open-source AI SDR template for B2B export. 10-stage sales pipeline, 10 cron jobs, 4-engine memory, multi-channel (WhatsApp+Telegram+Email). Built on OpenClaw.
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.
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
README.md
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 · 2026-05-18 — OpenClaw v2026.5.18: Android Talk Mode upgraded to realtime Gateway voice, Telegram topic routing fixed across agent handoffs, new autoreview + meme-maker skills, Sharp image processing, enterprise HTTPS proxy CA trust, and 74+ contributor fixes. See full changelog →
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.
The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.
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.
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.
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.
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
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)
| Layer | Engine | What It Does |
|-------|--------|-------------|
| L1: MemOS | Structured memory | Auto-extracts BANT, commitments, objections every turn. Injects into System Prompt at conversation start. |
| L2: Proactive Summary | Token monitoring | Compresses at 65% context usage via haiku-class model. All numbers, quotes, commitments preserved verbatim. |
| L3: ChromaDB | Per-turn vector store | Every conversation turn stored with customer_id isolation. Auto-tags quotes, commitments, objections. Semantic retrieval across sessions. |
| L4: CRM Snapshot | Daily backup | Stores full pipeline state daily to ChromaDB as disaster recovery. If any layer fails, L4 has the data. |
Result: Your AI SDR remembers every customer, every quote, every commitment — even after 100+ turns, weeks of silence, or system restarts.
See ANTI-AMNESIA.md for the full implementation spec with code, prompts, and deployment guide.
The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.
Claude Code is an agentic coding tool that lives in your terminal, understands your codebase, and helps you code faster by executing routine tasks, explaining complex code, and handling git workflows - all through natural language commands.
