b2b-sdr-agent-template Agent工作流

Prerequisites

• A Linux server (Ubuntu 20.04+ recommended)
• Node.js 18+
• An AI model API key (OpenAI, Anthropic, Google, Kimi, etc.)
• WhatsApp Business account (optional but recommended)

Option B: Full Deployment (5 Minutes)

1. Clone & Configure

```bash git clone https://github.com/iPythoning/b2b-sdr-agent-template.git cd b2b-sdr-agent-template

✅ Deploy Complete: my-company

Deployment

After deploying a client, isolate their WhatsApp IP:

./deploy/ip-isolate.sh acme-corp

Managed Deployment

Don't want to self-host? PulseAgent offers fully managed B2B SDR agents with: - One-click deployment - Dashboard & analytics - Multi-channel management - Priority support

Get Started →

Quick Start

Industry Examples

Ready-to-use configurations for common B2B export verticals:

To use an example, copy it into your workspace:

```bash cp examples/heavy-vehicles/IDENTITY.md workspace/IDENTITY.md cp examples/heavy-vehicles/USER.md workspace/USER.md

Option A: OpenClaw Users (1 Command)

If you already have OpenClaw running:

clawhub install b2b-sdr-agent

Browse more skills on ClawHub — the AI agent skill marketplace.

Done. The skill installs the full 7-layer context system, delivery-queue, and sdr-humanizer into your workspace. Then customize:

```bash

Option A2: Hermes Agent Users (1 Command)

If you use Hermes Agent instead of OpenClaw:

hermes skills install github:iPythoning/b2b-sdr-hermes-skill

Same 10-stage SDR pipeline, adapted for Hermes conventions (native cron, skill config, built-in WhatsApp). Migrating from OpenClaw? Run hermes claw migrate first, then install the skill.

→ b2b-sdr-hermes-skill repo

WhatsApp Configuration

By default, the AI SDR accepts messages from all WhatsApp contacts (dmPolicy: "open"). This is the recommended setting for sales agents — you want every potential customer to be able to reach you.

To change after deployment, edit ~/.openclaw/openclaw.json on the server:

{
  "channels": {
    "whatsapp": {
      "dmPolicy": "open",
      "allowFrom": ["*"]
    }
  }
}

Then restart: systemctl --user restart openclaw-gateway

Configuration

All configuration lives in deploy/config.sh. Key sections:

```bash

Full-Pipeline Sales Automation (10 Stages)

Automated Scheduling (14 Pipeline Checks)