---
title: "How To Set Up The Muse AI Integration In Under 5 Minutes"
description: "Connect Muse to unLocked CRM, set your permissions, and hand it your first job — step by step."
url: https://unlockedcrm.ai/blog/how-to-set-up-muse-ai-unlocked-crm
canonical: https://unlockedcrm.ai/blog/how-to-set-up-muse-ai-unlocked-crm
category: "Product"
published: 2026-09-30
updated: 2026-09-30
last_updated: 2026-09-30
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/how-to-set-up-muse-ai-unlocked-crm
summary: "Setup takes about five minutes: generate an API key in unLocked CRM Settings, connect Muse from the Muse app, choose read or read-and-write access per record type, then send Muse its first job from th…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-set-up-muse-ai-unlocked-crm
source: unLocked CRM — AI CRM for insurance agents
---

# How To Set Up The Muse AI Integration In Under 5 Minutes

## TL;DR

Setup takes about five minutes: generate an API key in unLocked CRM Settings, connect Muse from the Muse app, choose read or read-and-write access per record type, then send Muse its first job from the Muse app or WhatsApp. Included on Pro and Max.

## Key data points

- Setting up unLocked CRM's Muse integration takes about five minutes and requires an API key from unLocked CRM Settings.

The Muse AI integration is live on Pro and Max. Here is the whole setup, start to finish.

## 1. Get your API key

In unLocked CRM, open **Settings** and generate an API key for the Muse connection. This key is what Muse uses to reach your account — treat it like a password.

## 2. Connect from the Muse app

Open the Muse app from Meta and add the unLocked CRM connection. Paste your API key when prompted. Muse confirms the connection and shows you the record types it can reach.

## 3. Set your permissions

Choose read or read-and-write access per record type. A sensible starting point:

- **Read:** everything — leads, clients, policies, commissions, activities
- **Write:** tasks, appointments, tags, activity logging
- **Approval required:** sending SMS and email, moving pipeline stages, enrolling contacts in workflows

You can loosen or tighten any of these later in unLocked Settings.

## 4. Hand Muse its first job

Start small. From the Muse app or WhatsApp, try:

"Summarize my pipeline: what moved this week, what stalled, and which three opportunities need me today."

Then graduate to a recurring job:

"Every morning, work my uncontacted leads: log a call note, send a first text, and move them to Contacted."

## 5. Set your checkpoints

Tell Muse where to stop and ask. Most agents start with approval required on anything client-facing, then relax it for the jobs they trust.

## That is it

Five minutes, one API key, and your book of business has an assistant that works while you sleep.

[See the Muse AI integration](/integrations/muse)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/muse-ai-integration-announcement
- https://unlockedcrm.ai/blog/insurance-workflows-to-hand-to-muse-ai
- https://unlockedcrm.ai/blog/muse-ai-permissions-and-guardrails-insurance

---

Source: [How To Set Up The Muse AI Integration In Under 5 Minutes](https://unlockedcrm.ai/blog/how-to-set-up-muse-ai-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-set-up-muse-ai-unlocked-crm.