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
CODEBLOCK0
IP Isolation (Multi-Tenant)
Each tenant gets a unique Cloudflare exit IP so WhatsApp sees independent devices:
CODEBLOCK1
Architecture: INLINECODE1
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
技能名称: b2b-sdr-agent
详细描述:
B2B SDR Agent — AI销售开发代表
将任何B2B出口业务转变为AI驱动的销售机器。全栈SDR，处理从线索捕获→资格确认→跟进→报价→成交的全流程，覆盖WhatsApp、Telegram和电子邮件渠道。
7层上下文系统
| 层级 | 文件 | 用途 |
|---|
| 身份 | IDENTITY.md | 公司名称、角色、产品目录 |
| 灵魂 |
SOUL.md | 个性、价值观、沟通规则 |
| 工作流 | AGENTS.md | 10阶段销售管道及阶段关卡 |
| 用户 | USER.md | 所有者档案、理想客户画像评分、管理员白名单 |
| 心跳 | HEARTBEAT.md | 13项管道检查（定时任务） |
| 记忆 | MEMORY.md | 4层防遗忘协议 |
| 工具 | TOOLS.md | CRM、渠道、集成 |
主要功能
- - 10阶段销售管道：冷线索→已互动→已资格确认→方案→谈判→成交
- 4层记忆：L1固定上下文、L2会话键值存储、L3向量搜索、L4 CRM快照
- 13个定时任务：自动心跳、跟进提醒、线索评分、管道报告
- 多渠道：WhatsApp、Telegram、电子邮件——含渠道专属策略
- WhatsApp IP隔离：多租户部署下，每租户使用Cloudflare WARP代理
- 拟人化对话：SDR人性化技能，构建自然、建立信任的消息
- 运营者双语模式（可选）：英语面向客户+中文自我对话同步（面向非英语运营者），在IDENTITY.md中通过operator_bilingual: true启用
部署
bash
一键部署
cp deploy/config.sh.example deploy/config.sh
编辑config.sh，配置服务器、API密钥和渠道设置
./deploy/deploy.sh your-client-name
IP隔离（多租户）
每个租户获得独立的Cloudflare出口IP，使WhatsApp识别为独立设备：
bash
./deploy/ip-isolate.sh tenant-name
架构：租户 → wireproxy (SOCKS5, 约4MB) → WARP账户 → 独立Cloudflare IP
包含的技能
- - sdr-humanizer — 拟人化对话规则
- delivery-queue — 带重试的异步消息投递
- lead-discovery — AI驱动的线索搜索和理想客户画像评分
- quotation-generator — PDF形式发票生成
- chroma-memory — 基于ChromaDB的逐轮对话记忆
- telegram-toolkit — Telegram专属SDR策略
- graphify — 知识图谱，用于产品目录、客户情报和市场研究
系统要求
- - Linux服务器（Ubuntu 20.04+）
- Node.js 18+
- AI模型API密钥（OpenAI、Anthropic、Google等）
- OpenClaw 网关
链接
