# b2b-sdr-agent-template

> 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.

- **URL**: https://www.freshcrate.ai/projects/b2b-sdr-agent-template
- **Author**: iPythoning
- **Category**: AI Agents
- **Latest version**: `whatsapp-onboarding-v0.5` (2026-05-21)
- **License**: MIT
- **Source**: https://github.com/iPythoning/b2b-sdr-agent-template
- **Homepage**: https://pulseagent.io
- **Language**: Shell
- **GitHub**: 52 stars, 22 forks
- **Registry**: github
- **Tags**: `ai-agent`, `ai-sales`, `ai-sdr`, `b2b`, `b2b-sales`, `cold-email`, `crm`, `export-business`, `shell`

## Description

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.

## Recent releases

| Version | Date | Urgency | Changes |
| --- | --- | --- | --- |
| `whatsapp-onboarding-v0.5` | 2026-05-21 | High | The lowest-friction history-acquisition path so far. Customer scans one fresh QR, waits for WhatsApp Multi-Device sync, then \`bootstrap.sh\` pulls the resulting .txt files directly from PulseAgent. Zero device backup, zero password, zero USB.  ## What changed  ### Added - **\`scripts/fetch-from-pa.py\`** — Client-side downloader that calls PulseAgent's \`/whatsapp/export-history\` endpoint and unpacks the ZIP into \`exports/\`. Returns exit code 2 on 404 (\"no history imported yet\") so wrapper |
| `v3.6.0` | 2026-04-08 | High | ## What's New  ### Graphify Knowledge Graph — Sales Intelligence Integrated [graphify](https://github.com/safishamsi/graphify) for building queryable knowledge graphs from your sales data:  - **Product catalog graph** → cross-sell paths, product families, spec relationships - **Customer intelligence graph** → buying patterns, referral paths, stalled lead recovery - **Market research graph** → competitive landscape, expansion opportunities - Runtime query: `python3 -m graphify query "topic"` (BFS |
| `v3.4.0` | 2026-04-05 | Medium | ## What's New  ### Operator Bilingual Mode Non-English operators can now run a global English-facing SDR without reading English.  **How it works:** - Customer sends any language → Agent always replies in English - After each reply → Agent silently sends Chinese translation via WhatsApp self-chat - Operator reads Chinese in "Message to myself" — customers only see English - Owner reports (Pipeline, approvals, notifications) stay in Chinese  No hardcoded numbers, no extra config. Works out of the |
| `v3.5.0` | 2026-04-04 | Medium | ## OpenClaw 2026.4.2 Compatibility  This release confirms full compatibility with **OpenClaw 2026.4.2** and adds documentation for new 4.2 features.  ### Key Changes in OpenClaw 2026.4.2 (Relevant to B2B SDR)  #### Exec Security — Now Default `security=full` with `ask=off` is now the **default** in OpenClaw 2026.4.2 core. The explicit `exec-approvals.json` configuration in `deploy.sh` is kept for forward-compatibility and clarity.  #### WhatsApp reactionLevel (New) OpenClaw 2026.4.2 adds `reacti |
| `v3.3.1` | 2026-04-02 | Medium | ## What's Changed  Fixes compatibility issues introduced by OpenClaw 2026.4.1 update:  ### Bug Fixes - **Exec approval timeout**: Deploy now writes `exec-approvals.json` with `security=full` defaults, preventing gateway approval timeouts that blocked all tool execution - **Telegram DM blocking**: Changed default `dmPolicy` from `"pairing"` to `"open"` so new contacts can message the bot directly - **Stale gateway token**: Re-deploys now run `openclaw gateway install --force` to refresh embedded |
| `v3.3.0` | 2026-03-31 | Medium | ## What's New  Cherry-picked 3 ideas from OpenViking Memory Plugin (no new dependencies, no new services).  ### 1. Dual-Threshold Compression - **50% (BACKGROUND_SAVE)**: Non-blocking extraction of key facts to ChromaDB — protects critical data early - **65% (COMPRESS)**: Full L2 compression via haiku-class model (existing behavior, unchanged) - Backward-compatible: `TOKEN_THRESHOLD` export still works  ### 2. Recency-Weighted Search Ranking Replaced simple word-count scoring with 3-factor ranki |
| `v3.2.0` | 2026-03-30 | Medium | ## What's New in v3.2.0  ### Telegram Upgraded to Strategic Channel  Telegram is no longer a "secondary channel" — it's now a **full SDR-capable channel** with unique advantages over WhatsApp.  #### New: `skills/telegram-toolkit/`  \| Feature \| Description \| \|---------\|-------------\| \| **Bot Commands** \| `/catalog`, `/quote`, `/status`, `/contact`, `/language` — structured self-service \| \| **Inline Keyboards** \| One-tap BANT qualification (product → volume → timeline), 3-5x faster than free-text |
| `v3.1.0` | 2026-03-30 | Medium | ## What's New in v3.1.0  ### 4-Layer Anti-Amnesia System (v2.0)  Your AI SDR now has a **complete 4-layer memory system** — it never forgets a customer, a quote, or a commitment.  ``` 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)            → L4 CRM Snapshot daily 12:00 (disaster recovery fallback) ```  \| Layer \| Engine \| What It Does \| \|- |

## Dependency audit

- **Score**: 100/100
- **Total deps**: 0
- **Resolved**: 0
- **Unresolved**: 0
- **License conflicts**: 0
- **Warnings**: 0
- **Scanned**: 2026-05-25

## Citation

- HTML: https://www.freshcrate.ai/projects/b2b-sdr-agent-template
- Markdown: https://www.freshcrate.ai/projects/b2b-sdr-agent-template.md
- Dependencies JSON: https://www.freshcrate.ai/api/projects/b2b-sdr-agent-template/deps

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