An open-source AI Sales Development Representative template designed to automate the entire B2B sales funnel across multiple communication channels.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install b2b-sdr-agent-template
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install b2b-sdr-agent-template using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is B2B SDR Agent?
The B2B SDR Agent is a sophisticated framework for building autonomous sales representatives within the Openclaw Skills ecosystem. It transforms standard B2B export operations into AI-powered machines by managing the end-to-end lifecycle of a lead—from initial capture and qualification to final quoting and closing.
By leveraging a unique 7-layer context system, it ensures that every interaction is grounded in company identity, personality, and specific sales workflows. This provides a seamless experience for both operators and customers, allowing businesses to scale their outreach without increasing headcount. It is built to run reliably on the OpenClaw gateway, ensuring high performance and technical stability.
B2B SDR Agent Use Cases
- Automating cold lead outreach and qualification via WhatsApp, Telegram, and Email.
- Managing a high-volume 10-stage sales pipeline without manual intervention.
- Providing consistent follow-ups and lead scoring through automated cron jobs.
- Scaling multi-tenant SDR operations with dedicated IP isolation for platform stability.
- Generating professional PDF proforma invoices and quotations automatically during negotiations.
How B2B SDR Agent Works
- Lead discovery and ICP scoring identify high-potential prospects based on predefined criteria and data points.
- The agent initiates contact using the sdr-humanizer skill to ensure natural, trust-building communication style.
- A 7-layer context system maintains deep memory of the customer's needs and the company's product catalog across all interactions.
- Leads are progressed through a 10-stage pipeline, where specific stage gates ensure all necessary qualification data is collected.
- 13 background cron jobs monitor the heartbeat of the pipeline, triggering automated follow-ups and generating detailed status reports.
- Successful negotiations trigger the quotation-generator to create and deliver professional PDF documents to close the deal.
B2B SDR Agent Setup
To deploy this skill within your Openclaw Skills environment, follow these steps:
# Clone the repository and prepare configuration
cp deploy/config.sh.example deploy/config.sh
# Edit config.sh with your server details, AI API keys, and channel settings
# Deploy the agent for a specific client
./deploy/deploy.sh your-client-name
# For multi-tenant setups requiring unique IPs for WhatsApp
./deploy/ip-isolate.sh tenant-name
B2B SDR Agent Data Schema & Taxonomy
The B2B SDR Agent organizes data through a structured 7-layer hierarchy to maintain state and context within the Openclaw Skills framework:
| Layer | File | Purpose |
|---|---|---|
| Identity | IDENTITY.md | Core company data, roles, and product catalog definitions. |
| Soul | SOUL.md | Personality traits, communication rules, and brand values. |
| Workflow | AGENTS.md | Definitions for the 10-stage sales pipeline and gate logic. |
| Heartbeat | HEARTBEAT.md | Cron job scheduling for pipeline inspection and auto-reporting. |
| Memory | MEMORY.md | Definitions for the 4-layer anti-amnesia memory protocols. |
Conversation history is indexed via ChromaDB for vector search, while session states are managed through L2 KV stores and L4 CRM snapshots.
B2B SDR Agent Advanced Features
- 4-Layer Anti-Amnesia Memory including L3 vector search and L4 CRM snapshots for perfect context retention.
- WhatsApp IP Isolation using Cloudflare WARP and Wireproxy to ensure each tenant appears as an independent device.
- Operator Bilingual Mode allowing real-time translation between non-English operators (Chinese) and English-speaking customers.
- 13 Automated Cron Jobs for proactive lead management, heartbeat monitoring, and automated pipeline reporting.
- Async Message Delivery Queue with built-in retry logic to handle channel rate limits and connectivity issues.
SKILL.md
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