Set Up Muse Safely

Module build outcome: Muse installed, approvals set to Always ask, one app connected read-only, one safe task done, and a written note of how to switch it all off.

Your rule: Muse drafts, you approve. This module is where you make that rule real inside Muse, with a setting, not just a promise.

Muse changes often. If a menu name in this module looks slightly different in your app, look for the closest match. The settings that matter (approvals, connections, data controls) have stayed in the same places since launch.

Lesson 1Get Muse and check the basics

Muse is Meta's AI agent. Unlike a chatbot, it can act: read your email, check your calendar, draft replies, fill in forms, and even buy things. That is exactly why this course starts with setup. A tool that can act needs to be set up so it asks first.

Who can use it. Muse is available in the US and Canada, for people 18 and over. You sign in with your Meta account, the same one you use for Facebook or Instagram.

Where to use it. Muse runs in its own app on iPhone and Android, in a web browser at muse.ai, inside WhatsApp, and as a Mac app. It is one account everywhere, so your work follows you. A good split for a busy owner: the phone app for quick approvals between jobs, and the browser or Mac for longer drafting at a desk.

What it costs. Muse has a free plan with a weekly usage limit that refreshes. Meta also sells paid plans that give you more usage, not extra features. Start on the free plan, and upgrade only if you keep running out before the week ends.

Your data. In Settings, look for Data controls. There you can choose whether your conversations are used to improve Meta's models. There is no wrong answer, but make the choice on purpose instead of leaving it to chance.

If Muse asks for a card. Muse can make purchases, so it may ask you to add a payment method. Adding one does not let it spend on its own once you finish Lesson 2. In this course you will not use Muse to buy anything.

Homework (about 15 minutes): Install Muse where you will use it most, sign in, and check Data controls. In the workbook, write where you will use Muse day to day and what you chose in Data controls.

Lesson 2Turn on "Always ask"

This is the most important setting in the course. Meta says nothing is published, sent, or spent without your approval. How often Muse stops to ask is your choice, and you want it to ask every time while you are learning.

Set it. Go to Settings, then Permissions. You will see a choice like "Ask for some actions" (Muse asks before it changes anything, and before some reads) or "Always ask" (Muse asks before any action). Choose Always ask.

Read the approval card. When Muse wants to do something, it stops and shows you a card. Tap "See task details" first, every time, and read what it is about to do and to whom. Then choose:

• Allow once. Use this one. It approves this single action and nothing else.
• Allow for this task. Approves similar steps for the rest of this one job. Fine for reading, not for sending.
• Always allow. Removes the checkpoint for that kind of action until you change it. Do not use this for anything on your Module 1 list: send, post, book, pay, promise, cancel.
• Deny. Stops the action. Then tell Muse what to change in plain words.

If you ever tap Always allow by mistake, go back to Settings, then Permissions, and switch the setting back.

Homework (about 10 minutes): Set Permissions to Always ask. Write the setting and today's date in the workbook. You will review it in the Module 6 monthly reset.

Lesson 3Connect only what you need, read-only first

Connections (Muse calls them Connectors) are the apps Muse can reach. Each one lets Muse see more of your business, which makes it more useful and means it needs more care.

What you can connect. Muse connects to a long and growing list of apps. This course uses only a few: Gmail and Google Calendar, your Facebook Page and Instagram professional account, and QuickBooks or Stripe. If you track leads in HighLevel, that one helps in Module 4. Settings, then Connectors, shows the full list in your app.

How to connect one.

1. Go to Settings, then Connectors, and tap Connect next to the app.
2. Read the information screen. It says what Muse will be able to do in that app, and flags anything it shares with Muse without being asked.
3. Tap Continue and sign in to that app.
4. Go to Settings, then Permissions, then Connectors, and set that app to read-only if the option is there.

You can also just tell Muse "connect my Gmail," but use Settings the first time so you read what you are allowing.

Connect in the order you need them. You do not need everything on day one:

• Module 3, Morning Briefing: Gmail and Google Calendar, read-only.
• Module 4, Leads: Gmail (Muse saves drafts there, so it needs permission to create drafts). HighLevel too, if you use it.
• Module 5, Content: your Facebook Page and Instagram professional account.
• Module 6, Money: QuickBooks or Stripe, read-only.

Homework (about 15 minutes): Connect Google Calendar only, read-only. Then ask Muse: "What is on my calendar tomorrow? List it only. Do not change anything." Check its answer against your calendar.

Lesson 4Your first safe task, and how to switch it off

Your first real task should be one where nothing can leave your business. Reading and summarizing are safe. Sending, posting, and buying are not, so they wait until later modules.

A safe first task. Use this, or something like it:

Watch how Muse works. It may show the steps it is taking, and with Always ask on, it may stop to ask before reading. Read the task details each time. That habit is the whole course in one tap.

Where things live. Your conversations are in the Chat tab. Files Muse makes for you are kept in its Library. Muse may also suggest work on its own, in an Ideas tab. Treat every suggestion as a draft, the same as anything else.

How to switch it off. Know this before you need it:

• Disconnect an app: Settings, then Connectors, then disconnect. Muse stops reaching that app right away.
• What stays: things Muse already read may remain in its memory and chat history. Ask it to forget specific things ("Forget everything about the Smith quote"), or use the full reset in Settings to delete everything.
• Phone-level access: if you allowed Muse into anything on your phone itself, also turn that off in your phone's settings.

Homework (about 15 minutes): Run the safe first task. Then write your off switch in the workbook: where you disconnect an app, and what you would ask Muse to forget.

Module 0 build, done when: Muse is installed, Permissions is set to Always ask, Google Calendar is connected read-only, your first safe task is done, and your off switch is written down.