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: English to customers + Chinese self-chat sync for non-English operators, zero config required
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
Requirements
- Linux server (Ubuntu 20.04+)
- Node.js 18+
- AI model API key (OpenAI, Anthropic, Google, etc.)
- OpenClaw gateway