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CRM

Every customer message sorted, answered in your voice, on one record.

Sorts customer email and messages, drafts replies in your voice, and keeps one record for every customer and buyer.

CRMModule 5 of 7

Always asks you first

  • Refunds
  • Any reply outside your written policies
  • The first message to a new kind of customer

Nothing in this list changes until a person approves it. Not even after the agent has earned autonomy on other tasks.

What the agent does

  • Sorts customer email and marketplace messages by what they need.

  • Drafts replies in your voice, from your written policies.

  • Keeps one record per customer across every channel they buy on.

  • Flags reviews and messages that need you.

What it stages, what waits for you, what can graduate

Stages for review

The agent does the work and stages the change. Nothing goes live yet.

  • Draft replies
  • Refund and replacement offers
  • Tags and customer notes

Needs your approval

Always. Money, live listings, and new messages to customers or suppliers.

  • Refunds
  • Any reply outside your written policies
  • The first message to a new kind of customer

Can graduate

After the agent passes evals on past decisions and your reviews. You decide when, and you can take it back.

  • Order status replies with tracking
  • Tagging and routing messages

A proposal, the way it reaches you

One change, the numbers behind it, and what Claude checked before it reached you. This one is an example.

  • Approve and the change is applied and logged.
  • Edit and your edit becomes a rule the agent follows next time.
  • Reject and the agent will not retry. Your reason is saved.
CRMCRM agent proposal
Example

Send a replacement for a cracked mug

Resolution

Customer asked for a refund

Replacement ships today, no return needed

Why
Your policy replaces breakage under $20 without a return. This customer has four past orders and no prior claims.
Claude checked
Your written returns policy. Order history. The photo the customer sent.

Needs your approvalSends goods to a customer.

Try it: approval inbox

Replies and refunds reach you as proposals, one at a time.

Example data. Simulated.

Approval inbox

In the product: Every proposal reaches you one at a time with its reasoning and numbers. Your edits are saved as rules the agent follows next time, and every decision lands in one log.

Planned channels

Marline is pre-launch. These are the integrations this module is being built for, not live connections.

  • Your email inbox
  • Shopify customers
  • Marketplace buyer messages

Nothing goes live until you approve it.

Marline is pre-launch. Join the waitlist and we'll write when access opens.