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B2B SDR Agent

基于 OpenClaw 的开源 B2B 外贸销售代理模板:通过 7 层上下文与 10 阶段销售管线,在 WhatsApp、Telegram 和邮件上完成线索发现、资格评估、跟进、报价与成交,并内置多租户 IP 隔离、定时任务与分层记忆。需自备 Linux 服务器、Node.js 与模型 API Key。

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ipythoning
热度 60.26
最近更新 2026-05-18 12:35:25
分类:营销依赖:代码执行 / 读写文件 / 第三方 API / 内部调用大模型应用场景:CRM / 邮件起草 / 社交媒体 / 工作流 ...

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add b2b-sdr-agent
Metadata
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.

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

# 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