Releases: iPythoning/b2b-sdr-agent-template
v3.5.0 — OpenClaw 2026.4.2 Compatibility
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 reactionLevel guidance for agent reactions. TOOLS.md now documents the three levels and B2B SDR recommendations:
"none"— default, no reactions"selective"— ✅ on confirmations, 👀 on new inquiries (recommended)"active"— react to all messages
Task Flow (Restored)
Background task orchestration is restored with managed-vs-mirrored sync modes. Useful for long-running lead nurture sequences. No action required — Task Flow is automatically available in 4.2.
No Breaking Changes
The B2B SDR template configuration (WhatsApp, Telegram, CRM, Anti-Amnesia) is fully compatible with 4.2. No migration steps required.
Upgrade
# Update template on existing deployment
curl -fsSL https://raw.githubusercontent.com/iPythoning/b2b-sdr-agent-template/main/install.sh | bashv3.4.0 — WhatsApp IP Isolation
What's New
WhatsApp IP Isolation for Multi-Tenant Deployments
Each tenant now gets a unique Cloudflare exit IP for WhatsApp, preventing cross-account flagging when running multiple agents on the same server.
# Isolate a tenant's WhatsApp IP (one command):
./deploy/ip-isolate.sh acme-corpHow it works:
tenant-a → wireproxy :40001 → WARP Account A → Cloudflare IP-A
tenant-b → wireproxy :40002 → WARP Account B → Cloudflare IP-B
- Free Cloudflare WARP account per tenant (no cost)
- wireproxy userspace proxy (~4MB RAM each)
- Auto-injects
ALL_PROXYinto Docker container env - Supports both Docker multi-tenant and standalone modes
- Integrated into
deploy.shas step 8/8 (IP_ISOLATE=true)
New Files
| File | Description |
|---|---|
deploy/ip-isolate.sh |
One-command IP isolation script |
SKILL.md |
Root skill manifest for ClawHub |
Config Changes
# New options in config.sh:
IP_ISOLATE=true # Auto-run ip-isolate after deploy
IP_SOCKS_PORT="" # SOCKS5 port (auto-assigned if empty)Full Changelog
feat:deploy/ip-isolate.sh— per-tenant Cloudflare WARP proxyfeat: Integrated IP isolation as deploy step 8/8chore: AddedIP_ISOLATE,IP_SOCKS_PORTto config.sh.exampledocs: Architecture diagram and usage guide in README.md
v3.3.1 — OpenClaw 2026.4.1 Compatibility
What's Changed
Fixes compatibility issues introduced by OpenClaw 2026.4.1 update:
Bug Fixes
- Exec approval timeout: Deploy now writes
exec-approvals.jsonwithsecurity=fulldefaults, preventing gateway approval timeouts that blocked all tool execution - Telegram DM blocking: Changed default
dmPolicyfrom"pairing"to"open"so new contacts can message the bot directly - Stale gateway token: Re-deploys now run
openclaw gateway install --forceto refresh embedded tokens
Config Additions
tools.profile: "full"added to generatedopenclaw.jsonallowFrom: ["*"]added to Telegram channel configexec-approvals.jsonauto-generated with full permissions during deploy
Upgrade Notes
For existing deployments, run:
# On your server:
openclaw gateway install --force
openclaw gateway restartOr re-deploy with ./deploy.sh <client-name> to apply all fixes automatically.
v3.3.0 — Dual-Threshold Compression & Memory Ranking
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_THRESHOLDexport still works
2. Recency-Weighted Search Ranking
Replaced simple word-count scoring with 3-factor ranking:
- Lexical overlap (normalized 0-1) × 0.5
- Recency decay (30-day half-life, floor 0.5) × 0.3
- Tag boost (order +0.12, quote +0.10, commitment +0.10, objection +0.08)
Also fixed bug: score + 0.5 was a no-op (not assigned back).
3. Archive Expand Command
chroma:expand <turn_id>
View full original text of any compressed/archived turn by ID.
Config Change
softThresholdTokens: 12000 → 10000 (earlier flush hook trigger for dual-threshold)
Files Changed
| File | Change |
|---|---|
scripts/proactive-summary.mjs |
Dual-threshold logic |
skills/chroma-memory/chroma.mjs |
Ranking + expand + bugfix |
workspace/MEMORY.md |
Updated architecture docs |
v3.2.0 — Telegram Best Practices & Market-Adaptive Channels
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 |
| Large File Routing | 2GB limit vs WhatsApp's 50MB — catalogs, certifications, video demos |
| Nurture Cadence | Full Telegram nurture sequence (Day 0 → Day 60+) with no window restrictions |
| Channel Broadcast | One-to-many product announcements via Telegram Channel |
Market-Adaptive Channel Priority
Channel priority now depends on the customer's market — no longer hardcoded:
| Market | Primary | Secondary |
|---|---|---|
| Africa / Latin America / South Asia | ||
| Middle East / Southeast Asia | Telegram | |
| Russia / CIS / Iran / Eastern Europe | Telegram | |
| Europe / Turkey | Telegram |
WhatsApp 72h Window Auto-Switch
New HEARTBEAT check (#13):
- 48h warning: Send follow-up on WhatsApp before window expires
- 72h expired: Auto-switch to Telegram (no window limit) or Email
- Never mark CRM as "contacted" if delivery actually failed
Other Changes
- WhatsApp corrected to "Business App" (not API) throughout documentation
- TOOLS.md Telegram section expanded from 2 lines to comprehensive guide
- README updated: 13 cron jobs, 7 pre-built skills
- All changes synced to
openclaw-delivery/_template
Full Changelog
a42980cfeat: Telegram best practices — market-adaptive channels, bot commands, inline keyboards721f120feat: upgrade to 4-layer anti-amnesia architecture (v2.0)92e6aeffeat: wire anti-amnesia operating protocol into workspace MD files
Telegram Quick Setup:
# 1. Get bot token from @BotFather
# 2. Edit config
TELEGRAM_ENABLED=true
TELEGRAM_BOT_TOKEN="your-token"
# 3. Deploy — done. Full SDR pipeline works on Telegram.v3.1.0 — 4-Layer Anti-Amnesia Architecture
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 |
|---|---|---|
| L1: MemOS | Structured memory | Auto-extracts BANT, commitments, objections every turn |
| L2: Proactive Summary | Token monitoring | Compresses at 65% context usage, all numbers preserved verbatim |
| L3: ChromaDB | Per-turn vector store | Every turn stored with customer_id isolation + auto-tags |
| L4: CRM Snapshot | Daily backup | Pipeline state backup as disaster recovery fallback |
New Files
skills/chroma-memory/— Per-turn conversation storage with customer isolation, auto-tagging (quotes, commitments, objections, orders, samples), and CRM snapshot capabilityscripts/proactive-summary.mjs— Token usage monitoring + haiku-class compression trigger
Updated Workspace (7-Layer Context System)
- MEMORY.md — Full 4-layer operating protocol with data flow diagram, command reference, and priority matrix
- SOUL.md — 7-rule Memory Protocol (up from 5) with ChromaDB integration
- AGENTS.md — 4-layer memory management embedded in sales workflow
- HEARTBEAT.md — Now 12 automated checks (added Memory Health + CRM Snapshot)
- TOOLS.md — ChromaDB tool documentation added
- ANTI-AMNESIA.md — Upgraded to v2.0 with L4 chapter and 4-layer integration flow
Deployment Updates
chromadbadded to core skill profile (auto-installed)config.sh.examplenow includes ChromaDB configuration options- Compatible with OpenClaw container-per-tenant deployment
Full Changelog
721f120feat: upgrade to 4-layer anti-amnesia architecture (v2.0)92e6aeffeat: wire anti-amnesia operating protocol into workspace MD files624af79feat: add 3-layer Anti-Amnesia system for persistent customer memory83406f7security: comprehensive hardening based on production audit6585c97feat: open dmPolicy by default + control dashboard access3bf6b0efeat: upgrade to 10-stage pipeline with full automationef81d89fix: add missing CRM Entry stage to all 8 README translationscfbf869docs: add 8-language README support4f57b92Add ClawHub one-command install + fix git clone URLsc75a858Initial release: B2B SDR Agent Template
Quick Start:
# OpenClaw users
clawhub install b2b-sdr-agent
# Full deployment
git clone https://github.com/iPythoning/b2b-sdr-agent-template.git
cd b2b-sdr-agent-template/deploy
cp config.sh.example config.sh
# Edit config.sh, then:
./deploy.sh my-company