AI Receptionist
How to Set Up Meta Muse Phone Calls, Texts and Bookings
Meta Muse can have a phone. It can call you or anyone else, answer when people call it, book meetings using your calendar and CRM, and text over SMS or WhatsApp. You set all of it up by chatting with Muse: it can create the agent, write its instructions and pick a phone number. Because you own the agent, it can use every tool you gave it when it talks to you. With anyone else it uses a restricted set of tools, so a stranger can't hear your calendar details, but the agent can still ask when they're free, book a meeting and send the invite. Put the number on your website and the agent qualifies callers and books the good ones. You get a text or email with who booked, and you can read the transcript or listen to the recording.
Step by step
- 01
Ask Muse to connect to Carly Teams
If you're not connected yet, Muse walks you through the setup.
- 02
Let Muse build the agent
Muse can create your agent, write its instructions and pick a phone number. You never have to leave the chat.
- 03
Have it call someone
Say "Give me a call" or tell it who to call. While the call is live, ask what they're talking about, read the transcript as it comes through, and tell it what to bring up next.
- 04
Give out the number
Put your agent's number on your website or hand it to people. When they call, the agent answers and does what you set it up to do, like qualifying them and booking a meeting.
- 05
Call people from a form
Ask Muse to set up a workflow: when someone fills out your form, the agent calls them, qualifies them and books a meeting. If they miss the call, it can text them a booking link.
- 06
Use text and WhatsApp the same way
Ask Muse to send someone a WhatsApp, give out the number and let people text it, or send a text when a form comes in.
- 07
Send your missed calls to the agent
Send the calls you don't pick up to your agent. It can take a message or book a meeting.
- 08
Tune the agent
Ask for your agent's setup to change its tools and its style.
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"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."