---
title: "Muse AI Is Here: Hand Multi-Step CRM Work To Meta's Personal Agent"
description: "Muse AI now connects to unLocked CRM on Pro and Max. Message it a job in the Muse app or WhatsApp and it works your leads, pipeline, and follow-ups end to end."
url: https://unlockedcrm.ai/blog/muse-ai-integration-announcement
canonical: https://unlockedcrm.ai/blog/muse-ai-integration-announcement
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/muse-ai-integration-announcement
summary: "unLocked CRM now integrates with Muse, Meta's personal AI agent, on the Pro ($149/mo) and Max ($247/mo) plans."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/muse-ai-integration-announcement
source: unLocked CRM — AI CRM for insurance agents
---

# Muse AI Is Here: Hand Multi-Step CRM Work To Meta's Personal Agent

## TL;DR

unLocked CRM now integrates with Muse, Meta's personal AI agent, on the Pro ($149/mo) and Max ($247/mo) plans. Muse reads 18 record types, creates and updates records, logs activity, and manages tags — plus it can send SMS and email, move pipeline stages, and enroll contacts in workflows, running multi-step jobs in the background from the Muse app or WhatsApp.

## Key data points

- unLocked CRM's Muse AI integration launched in September 2026 on the Pro and Max plans.
- Muse connected to unLocked CRM can send SMS and email, move pipeline stages, and enroll contacts in workflows — actions a question-and-answer chat connection does not take.

Connected AI assistants changed where agents get answers: instead of exporting data, they ask. But every answer still ended with you doing the work.

**Muse closes that gap. The Muse AI integration for unLocked CRM is now live on Pro and Max.**

Muse is Meta's personal AI agent. It runs on its own secure computer in the cloud, and you talk to it the way you would text an assistant — in the Muse app or WhatsApp. Give it a job in plain English — "every morning, work my uncontacted Facebook leads: log a call note, send a first text, and move them to Contacted" — and it runs the whole thing, checking in when it needs your approval.

## Your book of business, connected

Muse connects through the same per-record-type permissions as our other AI assistant connections:

- Read leads, clients, ACA leads, policies, commissions, tasks, appointments, activities, communications, pipelines, opportunities, workflows, email campaigns, Agent AI data, and tags
- Create and update leads, clients, policies, tasks, appointments, and opportunities
- Log activities and communications (append-only, so history is never rewritten)
- Create and update Agent AI scripts and campaigns, and webhooks
- Add and remove contact tags

## And more than answers

Because Muse finishes whole jobs, it can also:

- **Send texts and emails** — the follow-up goes out in your voice, not drafted for you to copy over
- **Move pipeline stages** — advance every opportunity that hit its milestones
- **Enroll contacts in workflows** — new leads, birthday sequences, renewal touches, in the right sequence automatically

## Built for the background

Muse keeps working when you put the phone down. It remembers your preferences between sessions, and work that needs a decision waits for your approval.

## Pricing

Included on **Pro ($149/mo)** and **Max ($247/mo, $197 billed annually)**, per user. No add-on fee.

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

## FAQ

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## Related

- https://unlockedcrm.ai/blog/muse-ai-vs-ai-chatbots-insurance-crm
- https://unlockedcrm.ai/blog/insurance-workflows-to-hand-to-muse-ai
- https://unlockedcrm.ai/blog/muse-ai-permissions-and-guardrails-insurance
- https://unlockedcrm.ai/blog/how-to-set-up-muse-ai-unlocked-crm

---

Source: [Muse AI Is Here: Hand Multi-Step CRM Work To Meta's Personal Agent](https://unlockedcrm.ai/blog/muse-ai-integration-announcement) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/muse-ai-integration-announcement.