Skip to content

Add use case: B2B AI Sales Agent (SDR)#95

Open
iPythoning wants to merge 1 commit intohesamsheikh:mainfrom
iPythoning:add-b2b-sdr-agent
Open

Add use case: B2B AI Sales Agent (SDR)#95
iPythoning wants to merge 1 commit intohesamsheikh:mainfrom
iPythoning:add-b2b-sdr-agent

Conversation

@iPythoning
Copy link
Copy Markdown

@iPythoning iPythoning commented Mar 27, 2026

New Use Case

Category: Productivity (next to Local CRM Framework)

B2B AI Sales Agent (SDR) — Run a 24/7 AI sales representative across WhatsApp, Telegram, and email with a 7-layer context system for export businesses.

What it covers

A complete AI SDR (Sales Development Representative) for B2B trade companies:

  • 7-layer context system: IDENTITY, SOUL, AGENTS, USER, HEARTBEAT, MEMORY, TOOLS
  • Full pipeline: Lead capture → Qualification → Needs analysis → Product matching → Quotation → Follow-up → Close
  • Multi-channel (WhatsApp + Telegram + email) with unified context
  • 10 automated cron jobs (pipeline reviews, follow-up reminders, weekly reports)
  • Smart lead scoring by country, industry, order size
  • Human escalation for large orders or custom requirements

Based on real experience

Deployed with Chinese export companies (manufacturers, trading companies) selling to 50+ countries. The 7-layer context architecture was iterated through real sales conversations.

Summary by CodeRabbit

  • Documentation
    • Introduced new B2B AI Sales Agent documentation and README entry outlining a complete automated sales development representative solution. Features 24/7 multi-channel outreach (WhatsApp, Telegram, email), intelligent lead qualification and scoring, scheduled pipeline management workflows, culturally-aware communications, and rules-based escalation protocols to enhance B2B sales efficiency and reach.

7-layer context system for automating B2B export sales across
WhatsApp, Telegram, and email. Handles lead qualification,
follow-ups, pipeline management with 10 scheduled cron jobs.
Based on real deployments with Chinese export companies.

Category: Productivity
@coderabbitai
Copy link
Copy Markdown

coderabbitai bot commented Mar 27, 2026

Note

.coderabbit.yaml has unrecognized properties

CodeRabbit is using all valid settings from your configuration. Unrecognized properties (listed below) have been ignored and may indicate typos or deprecated fields that can be removed.

⚠️ Parsing warnings (1)
Validation error: Unrecognized key(s) in object: 'path_instructions'
⚙️ Configuration instructions
  • Please see the configuration documentation for more information.
  • You can also validate your configuration using the online YAML validator.
  • If your editor has YAML language server enabled, you can add the path at the top of this file to enable auto-completion and validation: # yaml-language-server: $schema=https://coderabbit.ai/integrations/schema.v2.json

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info
⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro

Run ID: cfd03852-17db-4749-be14-191449cc7676

📥 Commits

Reviewing files that changed from the base of the PR and between 659895e and 932398f.

📒 Files selected for processing (2)
  • README.md
  • usecases/b2b-sdr-agent.md

📝 Walkthrough

Walkthrough

Two documentation changes were made to showcase a new B2B AI Sales Agent (SDR) use case: a table entry was added to the README linking to a new comprehensive guide document that describes an OpenClaw sales automation solution featuring multi-channel communication, context layering, and pipeline management.

Changes

Cohort / File(s) Summary
README Use Case Entry
README.md
Added new "B2B AI Sales Agent (SDR)" entry to the Productivity use-case table with a link to the detailed documentation.
New Use Case Documentation
usecases/b2b-sdr-agent.md
Created comprehensive guide describing the B2B SDR solution, including problem statement, 7-layer context system architecture, multi-channel automation (WhatsApp/Telegram/email), 10 scheduled cron jobs for pipeline management, and setup instructions.

Estimated code review effort

🎯 1 (Trivial) | ⏱️ ~3 minutes

Suggested reviewers

  • hesamsheikh

Poem

🐰 A rabbit hops through sales so bright,
With seven layers of context tight,
AI whispers cross the digital air,
From WhatsApp to email with care!
New paths for leads, new docs to share!

🚥 Pre-merge checks | ✅ 3
✅ Passed checks (3 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly and concisely summarizes the main change: adding a new use case documentation for a B2B AI Sales Agent (SDR). It directly matches the primary objective of the PR.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

✏️ Tip: You can configure your own custom pre-merge checks in the settings.

✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share

Comment @coderabbitai help to get the list of available commands and usage tips.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant