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Releases: iPythoning/b2b-sdr-agent-template

v3.5.0 — OpenClaw 2026.4.2 Compatibility

04 Apr 08:22

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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 | bash

v3.4.0 — WhatsApp IP Isolation

03 Apr 09:13

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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-corp

How 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_PROXY into Docker container env
  • Supports both Docker multi-tenant and standalone modes
  • Integrated into deploy.sh as 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 proxy
  • feat: Integrated IP isolation as deploy step 8/8
  • chore: Added IP_ISOLATE, IP_SOCKS_PORT to config.sh.example
  • docs: Architecture diagram and usage guide in README.md

v3.3.1 — OpenClaw 2026.4.1 Compatibility

02 Apr 09:28

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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 tokens

Config Additions

  • tools.profile: "full" added to generated openclaw.json
  • allowFrom: ["*"] added to Telegram channel config
  • exec-approvals.json auto-generated with full permissions during deploy

Upgrade Notes

For existing deployments, run:

# On your server:
openclaw gateway install --force
openclaw gateway restart

Or re-deploy with ./deploy.sh <client-name> to apply all fixes automatically.

v3.3.0 — Dual-Threshold Compression & Memory Ranking

31 Mar 14:01

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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 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

30 Mar 12:37

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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 WhatsApp Email
Middle East / Southeast Asia WhatsApp Telegram
Russia / CIS / Iran / Eastern Europe Telegram Email
Europe / Turkey WhatsApp 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

  • a42980c feat: Telegram best practices — market-adaptive channels, bot commands, inline keyboards
  • 721f120 feat: upgrade to 4-layer anti-amnesia architecture (v2.0)
  • 92e6aef feat: 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

30 Mar 12:24

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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 capability
  • scripts/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

  • chromadb added to core skill profile (auto-installed)
  • config.sh.example now includes ChromaDB configuration options
  • Compatible with OpenClaw container-per-tenant deployment

Full Changelog

  • 721f120 feat: upgrade to 4-layer anti-amnesia architecture (v2.0)
  • 92e6aef feat: wire anti-amnesia operating protocol into workspace MD files
  • 624af79 feat: add 3-layer Anti-Amnesia system for persistent customer memory
  • 83406f7 security: comprehensive hardening based on production audit
  • 6585c97 feat: open dmPolicy by default + control dashboard access
  • 3bf6b0e feat: upgrade to 10-stage pipeline with full automation
  • ef81d89 fix: add missing CRM Entry stage to all 8 README translations
  • cfbf869 docs: add 8-language README support
  • 4f57b92 Add ClawHub one-command install + fix git clone URLs
  • c75a858 Initial 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