How to Sell AI-Powered Appointment Setting Services with Meta Muse in 2026

Published October 20, 2026 | AgentIncomeLab.com

Imagine a business receiving ten inquiries from potential customers.

Some visitors want more information. Others are comparing providers. A few are ready to schedule a consultation or request a quotation.

Unfortunately, the business owner is busy.

By the time someone responds, an interested prospect may already have contacted another company.

This situation creates a potential opportunity for entrepreneurs interested in starting an AI-powered appointment setting business.

Instead of simply helping companies generate leads, you help them turn suitable inquiries into scheduled conversations.

AI agents such as Meta Muse can assist with researching customer requirements, preparing responses, organizing booking information, and supporting appointment-related workflows.

Combined with reliable scheduling tools, CRM software, and appropriate human oversight, these capabilities can form the basis of a commercial service.

You could begin by managing appointment coordination for one small company and eventually develop standardized monthly service packages.

However, successful appointment setting involves much more than filling a calendar.

Appointments must be relevant, genuinely requested, accurately scheduled, and valuable to the client.

In this guide, you’ll learn how to create an AI-assisted appointment setting service, choose a profitable niche, build a booking workflow, use practical Muse prompts, qualify customer inquiries, calculate service economics, and attract your first clients.

We’ll also examine legal requirements, privacy, automation risks, and the possibility of turning your service into a software business.

How to Sell AI-Powered Appointment Setting Services with Meta Muse in 2026

1. What Is an AI Appointment Setting Business?

An AI appointment setting business helps companies schedule meetings with people interested in their products or services.

The service may involve receiving inquiries, qualifying potential customers, checking availability, offering suitable appointment times, and managing booking confirmations.

For example, a managed IT services company may receive inquiries from organizations looking for outsourced technical support.

Instead of expecting the sales manager to coordinate every inquiry manually, an appointment setting service could organize the information and help arrange initial consultations.

The Basic Business Model

The process consists of six stages:

Receive an authorized inquiry.
Identify the prospect’s requirements.
Determine whether the request fits the client’s services.
Check available appointment times.
Arrange a meeting with the prospect’s agreement.
Record the outcome and report performance.

The client pays for managing the workflow.

Possible pricing models include monthly retainers, setup fees, and fees for qualifying appointments.

Appointment Setting vs. Lead Generation

Lead generation focuses on attracting potential customers.

Appointment setting focuses on organizing a suitable conversation between an interested prospect and a business representative.

A lead could be someone requesting more information.

An appointment is a confirmed time for a relevant discussion.

The distinction matters because clients may consider a qualified appointment more valuable than an unqualified inquiry.

However, a booked appointment is not necessarily a sale.

2. How Meta Muse Fits into Appointment Setting

Meta introduced Muse as a personal AI agent designed to help users carry out multistep activities through a dedicated browser and connected applications.

Its documented capabilities include browsing websites, working across selected applications, and booking appointments.

These capabilities suggest possible applications in business scheduling.

For example, Muse may help organize inquiry details, prepare qualification summaries, review calendar information where authorized, and assist with scheduling tasks.

Potential Muse-Assisted Tasks

Reviewing incoming customer requests.
Extracting relevant appointment requirements.
Preparing follow-up questions.
Summarizing a prospect’s stated needs.
Reviewing permitted calendar information.
Drafting appointment confirmation messages.
Organizing meeting preparation notes.
Preparing weekly activity summaries.

The exact functionality depends on the available Muse product, permissions, and supported integrations.

Do not assume that Muse provides an unrestricted commercial API or guaranteed unattended appointment scheduling.

For a reliable business service, you may need a dedicated scheduling platform and CRM.

Keep Humans in Control

Booking errors can create unnecessary costs.

A scheduling system should avoid sending messages without authorization, creating duplicate appointments, revealing confidential calendar information, or booking meetings outside approved business hours.

Use approval controls until the workflow has been adequately tested.

3. Choose a Suitable Business Niche

Appointment setting works best when businesses regularly offer consultations, demonstrations, quotations, or discovery calls.

Different industries require different qualification questions and booking procedures.

Six Niches to Investigate

Business Category	Appointment Type
IT consulting	Initial technical consultation
Managed IT services	Service discovery meeting
Marketing agencies	Marketing strategy call
Commercial cleaning	Site survey or quotation meeting
AI automation consulting	Workflow assessment
Business software providers	Product demonstration

These are potential markets to evaluate, not verified guarantees of demand.

What Makes an Attractive Niche?

Look for companies that receive a meaningful number of inquiries, offer consultations or demonstrations, and have a clear process for converting appointments into customers.

Consider the expected value of a new customer.

A business selling recurring IT support contracts may place considerable value on a suitable sales meeting.

However, the relationship between booked appointments and actual revenue must be established using real client data.

Our Example Niche

For this tutorial, we’ll develop an appointment setting service for small B2B IT consultancies.

The same methodology can be adapted to other professional service businesses.

4. Example Business: AI Appointment Desk

Imagine launching a service called AI Appointment Desk.

Your target customers are independent IT consultants and small managed service providers.

These companies frequently need to arrange discovery calls with potential business customers.

Customer Problem

An IT consultancy receives inquiries through its website.

Some are incomplete. Others require follow-up questions before a useful meeting can be scheduled.

The business owner spends time reviewing messages, asking questions, checking calendars, and coordinating meetings.

Your service helps organize that process.

Your Proposed Offer

“Turn suitable incoming IT service inquiries into organized, confirmed consultations with an AI-assisted appointment setting workflow.”

Initial Package

An illustrative monthly service could include:

One inquiry intake workflow.
Lead qualification.
Calendar integration.
Appointment scheduling support.
Booking confirmations.
Reminder coordination.
Weekly reporting.

Illustrative price: $399 per month, with a separate implementation fee if appropriate.

This is an example offer, not a verified market benchmark.

5. Step One: Define the Appointment Requirements

Before configuring any automation, understand what the client wants to achieve.

An IT consultancy may offer multiple services, including cybersecurity assessments, cloud migrations, managed IT support, and automation consulting.

Each service may require different qualification information.

Appointment Configuration Template

Requirement	Example
Service	Managed IT consultation
Meeting duration	30 minutes
Meeting format	Video call
Available days	Monday–Thursday
Working hours	Client-defined
Minimum notice	24 hours
Buffer between calls	15 minutes
Geographic market	Netherlands
Language	English or Dutch
Assigned representative	Authorized sales consultant
Confirmation method	Approved business email
Cancellation policy	Client-defined

A scheduling system must respect these constraints.

For example, the workflow should never create a meeting when the representative is unavailable.

Define the Appointment Outcome

A successful booking should have:

A suitable prospect.
An agreed date and time.
The correct meeting format.
An authorized attendee.
A confirmed calendar event.
Appropriate confirmation information.

An AI-generated message suggesting a time is not yet a confirmed appointment.

6. Step Two: Define the Ideal Prospect

Your client needs to specify which prospects are appropriate for a meeting.

Without qualification criteria, an automated system may fill the calendar with unsuitable requests.

Example IT Consultancy Requirements

The client might prioritize businesses that:

Operate within the supported geographic market.
Require one of the advertised IT services.
Have an identifiable business need.
Are willing to discuss their requirements.
Can participate in the proposed meeting format.

The client should approve these criteria.

Avoid using protected personal characteristics or inappropriate automated profiling.

Meta Muse Prompt 1: Appointment Qualification Criteria

“Act as a B2B appointment setting workflow consultant.

Using the approved business information below, develop a preliminary qualification framework.

Company information:

[INSERT VERIFIED COMPANY SERVICES]

Target customers:

[INSERT CUSTOMER PROFILE]

Appointment types:

[INSERT AVAILABLE CONSULTATIONS]

Create:

Mandatory appointment criteria.
Optional qualification questions.
Reasons an inquiry may require human review.
Missing-information checks.
Suggested booking workflow.
Appropriate escalation conditions.

Do not invent client policies.

Do not use sensitive personal characteristics.

Do not contact prospects or create appointments.

Prepare a draft for business owner approval.”

7. Step Three: Build the Inquiry Intake Process

The workflow needs a reliable source of customer inquiries.

Possible sources include:

Website contact forms.
Consultation request pages.
Existing CRM records.
Customer support requests explicitly requesting a consultation.
Authorized inbound email channels.

For beginners, a website form is often the simplest starting point.

Recommended Intake Fields

Field	Purpose
Name	Meeting identification
Business email	Confirmation
Company name	Business context
Requested service	Service qualification
Main requirement	Meeting preparation
Preferred timeframe	Scheduling
Time zone	Accurate booking
Additional notes	Optional context

Collect only information reasonably needed to provide the requested service.

A consultation request should not automatically result in unrelated marketing messages.

Make the Process Clear

A good form explains what happens after submission.

For example:

“Complete the form to request an introductory consultation. We’ll review your requirements and contact you about available meeting times.”

Do not promise instant booking unless the system genuinely supports it.

8. Step Four: Use AI to Organize Inquiry Information

Incoming requests are not always structured.

One prospect might write:

“We have around 40 employees and need help moving to Microsoft 365. We’re hoping to start next month. Can someone discuss the options with us?”

The system should identify the relevant service, company size, project timing, and appointment request.

Meta Muse Prompt 2: Inquiry Analysis

“Review the following authorized inbound consultation request.

[INSERT INQUIRY]

Extract:

Requested service.
Business requirements explicitly stated.
Relevant project timing.
Preferred meeting timeframe, if provided.
Missing information.
Possible appointment category.
Questions requiring clarification.

Use only information explicitly provided.

Do not infer facts about the person or organization.

Do not invent budgets, technical requirements, or purchasing intentions.

Return a structured summary.

Do not send a message or book an appointment.”

This information can support a qualification and scheduling decision.

Why Structured Data Matters

Organized inquiry data can later be used for CRM records, reporting, and meeting preparation.

It also reduces the risk of missing important details hidden inside long messages.

However, the original inquiry should remain available for verification.

9. Step Five: Qualify Appointments

A useful appointment must match the client’s service capabilities.

Consider a simple qualification framework.

Example Appointment Qualification

Criterion	Weight
Relevant service request	35
Supported geographic market	20
Clear business requirement	20
Reasonable appointment timeframe	15
Adequate contact information	10
Total	100

These weights are illustrative.

The scoring method is intended to prioritize inquiries, not predict the likelihood of a sale.

Mandatory constraints should remain separate.

For example, a request for an unsupported service should not automatically qualify simply because other fields score highly.

Three Possible Outcomes

Ready to Schedule: The inquiry meets approved criteria and contains sufficient information.

Needs Clarification: The inquiry may be suitable but important information is missing.

Human Review: The request is unusual, ambiguous, sensitive, or outside normal parameters.

Meta Muse Prompt 3: Appointment Qualification

“Evaluate the following inquiry using the approved appointment qualification rules.

Inquiry:

[INSERT AUTHORIZED DATA]

Rules:

[INSERT QUALIFICATION CRITERIA]

Return:

Qualification status.
Supporting reasons.
Missing details.
Recommended next step.
Suggested meeting category.
Issues requiring human review.

Do not invent customer information.

Do not make legally or commercially significant decisions without appropriate review.

Do not contact the prospect or schedule a meeting.

Return the recommendation for approval.”

10. Step Six: Connect a Scheduling Tool

Appointment setting requires reliable access to available times.

Dedicated scheduling tools generally provide more consistent scheduling controls than manually checking calendars.

Possible tools to evaluate include Calendly, Google Calendar, Microsoft Outlook, and suitable CRM scheduling modules.

Their integration capabilities and pricing should be verified before selecting one.

Essential Scheduling Features

Look for:

Calendar availability synchronization.
Appointment duration settings.
Booking buffers.
Time-zone handling.
Double-booking prevention.
Cancellation and rescheduling options.
Confirmation messages.
Appointment reminders.
Audit information.

Example Scheduling Flow

An inquiry is received.

The qualification workflow determines that the prospect is suitable for a discovery call.

The booking system checks approved availability.

The prospect selects a time.

The scheduling system creates a confirmed booking.

Both parties receive appropriate confirmation.

This is the intended workflow, not a guarantee that every Muse account can perform the entire process without additional software.

11. Step Seven: Prepare Appointment Messages

Clear communication is essential.

Appointment messages should explain the next action without creating confusion.

Example Clarification Message

“Thank you for your interest in our managed IT services.

Before arranging a consultation, could you confirm approximately how many users your organization supports and which IT services you’re currently looking for?

This will help us schedule the most relevant discussion.”

Example Scheduling Invitation

“Thank you for sharing your requirements.

An initial consultation appears suitable. You can choose an available time using our scheduling link:

[APPROVED BOOKING LINK]

The meeting will last approximately 30 minutes.”

Example Confirmation

“Your consultation has been scheduled for [DATE] at [TIME AND TIME ZONE].

Meeting format: [VIDEO OR LOCATION].

Please let us know if you need to reschedule.”

Meta Muse Prompt 4: Scheduling Communications

“Prepare customer-friendly appointment communication templates for an IT consultancy.

Create:

Missing-information request.
Scheduling invitation.
Booking confirmation.
Appointment reminder.
Rescheduling acknowledgement.
Cancellation acknowledgement.

Use professional, concise language.

Only use verified service details and approved policies.

Do not invent appointment dates or available time slots.

Do not send messages.

Return drafts for review and approval.”

12. Step Eight: Set Up Appointment Reminders

Missed appointments can reduce the value of a booking service.

Reminders may help prospects remember their scheduled meeting.

A practical system could send:

An initial booking confirmation.
A reminder before the appointment.
A calendar update if the meeting changes.

The timing should be agreed with the client.

Keep Reminders Appropriate

Use the approved communication channel.

Provide accurate meeting information.

Avoid unnecessary messages.

Respect cancellation and preference controls.

Do not include confidential customer information in reminders.

Transactional appointment messages and promotional marketing communications may be subject to different legal requirements.

13. Step Nine: Track Appointment Outcomes

A booking service needs performance measurement.

Without outcome tracking, it is difficult to demonstrate customer value.

Recommended Appointment Statuses

Status	Meaning
New Inquiry	Awaiting review
Qualified	Meets agreed criteria
Awaiting Booking	Suitable but not scheduled
Booked	Confirmed calendar event
Completed	Meeting took place
Cancelled	Booking cancelled
No-Show	Prospect did not attend
Rescheduled	Meeting moved
Disqualified	Does not meet criteria

Define each status carefully.

A cancelled appointment should not be counted as a completed meeting.

A suggested appointment should not be counted as booked.

Main KPIs

Inquiry-to-Booking Rate

Confirmed bookings divided by relevant incoming inquiries.

Qualification Rate

Qualified inquiries divided by assessed inquiries.

Appointment Attendance Rate

Completed appointments divided by appointments due to occur in the period, with cancellation handling clearly defined.

Cost per Booking

Relevant acquisition and appointment setting costs divided by confirmed bookings.

Client Acceptance Rate

Appointments accepted as meeting the contractual qualification criteria.

These measures help identify where the workflow can improve.

14. How Much Can You Charge?

There are several commercial models.

Model 1: Setup Fee Plus Monthly Retainer

Charge a one-time implementation fee and a recurring management fee.

Example:

$299 setup + $399 per month.

The monthly package might cover qualification, scheduling, reminders, and reporting.

Model 2: Pay per Qualified Appointment

Charge for appointments meeting agreed criteria.

Example:

$60 per accepted appointment.

The contract must define what qualifies as billable.

For example, should the client pay for a no-show, a rescheduled meeting, or a duplicate inquiry?

Model 3: Monthly Package with Volume Limits

A fixed fee covers a defined number of processed inquiries or supported appointments.

Example:

$599 per month, subject to agreed volume and workflow limits.

Additional usage may require a separate fee.

Comparison

Pricing Model	Advantage	Main Risk
Setup + retainer	Predictable revenue	Ongoing service expectations
Per appointment	Easy to connect with output	Disputes about quality
Fixed monthly package	Defined scope	Volume fluctuations

All amounts are illustrative starting prices.

Actual prices should be based on costs, customer value, workload, and market testing.

15. Example Monthly Revenue

Suppose you offer a $399 monthly appointment management service.

Active Clients	Monthly Revenue
2	$798
5	$1,995
10	$3,990
15	$5,985
20	$7,980

These are gross revenue scenarios, not predictions of earnings.

Calculate Delivery Economics

Assume each client requires four hours of monthly administration, review, and support.

At an assumed labor value of $30 per hour:

4 × $30 = $120.

Suppose the allocated cost of scheduling software, AI usage, and infrastructure is $30 per month.

Direct monthly delivery cost:

$120 + $30 = $150.

At a $399 subscription price:

$399 − $150 = $249 illustrative contribution per customer.

This excludes acquisition costs, general overhead, taxes, and other unlisted expenses.

The Capacity Question

Ten customers would require approximately 40 monthly delivery hours under these assumptions.

If the system experiences frequent scheduling errors or requires extensive manual qualification, the workload could be significantly higher.

Careful operational measurement matters more than an attractive revenue spreadsheet.

16. Finding Your First Appointment Setting Clients

The easiest starting point is often a business already receiving customer inquiries.

If a company receives no inbound interest, appointment setting alone will not solve its customer acquisition problem.

Target Businesses with Existing Demand

Look for companies offering consultations, demonstrations, assessments, or quotations.

Study their publicly available booking process.

Do not assume a business needs help merely because its website does not offer immediate online scheduling.

Prepare a Demonstration

Build a synthetic example showing how an inquiry becomes a confirmed appointment.

Demonstrate:

Inquiry capture.
Qualification.
Availability selection.
Booking confirmation.
Reporting.

Use fictional customer data and a test calendar.

Offer a Limited Pilot

Propose a clearly scoped pilot using the client’s authorized inquiry channel.

Agree on the duration, number of inquiries, responsibilities, and success criteria.

For example, the pilot might focus on organizing existing consultation requests rather than acquiring new prospects.

Document the Results

After the pilot, report actual bookings, qualification outcomes, attendance, manual effort, and workflow limitations.

Never invent performance results for use in marketing materials.

17. Use Meta Muse to Prepare Client Reports

Monthly reports can help establish recurring value.

Meta Muse Prompt 5: Appointment Performance Report

“Prepare a monthly appointment setting performance report using the verified activity data below.

[INSERT AUTHORIZED REPORTING DATA]

Include:

Total inquiries received.
Inquiries assessed.
Qualified inquiries.
Confirmed appointments.
Completed appointments.
Cancellations and no-shows.
Booking conversion rate.
Operational issues.
Recommended process improvements.

Calculate all metrics from the provided data.

Do not invent missing counts, customer outcomes, or revenue.

Explain limitations clearly.

Prepare a professional report for human review.”

This turns operational records into information the client can use.

18. Automate the Service Gradually

After validating the process with one client, standardize the workflow.

Recommended Architecture

Inquiry received → Data validation → AI-assisted qualification → Rules check → Booking invitation → Confirmed calendar event → Reminder → Outcome tracking → Report.

Start with Safe Automation

Automate low-risk activities first, such as data organization and draft preparation.

Introduce calendar changes and outbound communications only through approved, well-tested workflows.

Monitor Failures

Your system should detect:

Invalid inquiry data.
Calendar connection failures.
Duplicate bookings.
Failed confirmation messages.
Incorrect time zones.
Missing meeting links.
Unexpected scheduling conflicts.

Maintain an appropriate audit trail.

When a booking cannot be confirmed, the workflow should escalate rather than claim success.

19. Build an Appointment Setting SaaS Product

Once the service model is proven, technically experienced entrepreneurs can consider developing a dedicated application.

Potential SaaS Features

Client onboarding.
Inquiry form integration.
Qualification rules.
AI-generated inquiry summaries.
Calendar connections.
Booking workflows.
Automated reminders.
Appointment dashboards.
Performance reporting.
Multi-client administration.

Possible Technical Stack

Frontend: React.

Backend: Python with FastAPI.

Database: PostgreSQL.

Background processing: A scheduler or task queue.

Calendar integration: Documented calendar APIs and authorization flows.

AI processing: A supported model or agent integration.

Notifications: Authorized transactional email services.

Security: Tenant separation, encryption, role-based access, and audit logs.

Where Muse Fits

Muse may serve as a research and workflow assistant where its supported capabilities apply.

However, a commercial SaaS product should rely on documented APIs and suitable service agreements.

Do not build essential backend functionality around an undocumented assumption that Muse can be controlled programmatically.

20. Privacy, Marketing, and Legal Considerations

Appointment setting involves customer communications and personal information.

These activities require appropriate safeguards.

Permission to Contact

A person requesting a consultation can generally expect relevant communications about that request.

That does not automatically authorize unrelated marketing campaigns.

Cold Outreach Is Different

Cold outreach to individuals or businesses may be restricted by privacy and electronic marketing laws.

In the Netherlands, rules for unsolicited telemarketing are particularly strict for consumers and certain small-business structures.

Before launching outbound appointment setting campaigns, verify the applicable requirements for the target market and communication channel.

Personal Data

Appointment records may contain names, email addresses, meeting details, and business requirements.

Process that information only for appropriate purposes and with suitable safeguards.

Calendar Privacy

Do not expose private calendar event titles, attendee details, or confidential business information.

Use calendar permissions that provide only the necessary level of access.

Client Agreements

Define:

Who controls prospect information.
Who may contact prospects.
Who approves booking communications.
What constitutes a qualified appointment.
How cancellations and no-shows are handled.
What happens if integrations fail.
Which party is responsible for legal compliance.

These details become especially important when serving multiple clients.

21. A 30-Day Launch Plan

Week 1: Define Your Offer

Select one business niche.

Identify common appointment types.

Create a qualification checklist and pricing proposal.

Week 2: Build a Demonstration

Develop a test inquiry form.

Create the AI-assisted qualification workflow.

Connect a test calendar.

Verify time zones, duplicate prevention, and confirmation procedures.

Week 3: Prepare Your Business

Create a service landing page.

Prepare your client onboarding questionnaire, contract, and reporting template.

Document privacy and security requirements.

Week 4: Validate Customer Demand

Discuss the service with prospective clients through permitted channels.

Demonstrate the workflow.

Offer a paid pilot with clear success criteria.

Measure delivery effort and refine the service.

There is no guarantee of obtaining a paying customer within 30 days.

The purpose is to validate demand before investing heavily in automation.

Frequently Asked Questions

Can Meta Muse book appointments?

Meta describes appointment booking among Muse’s capabilities. Its suitability for a particular commercial scheduling workflow depends on permissions, integrations, and testing.

Can I start an appointment setting business without programming?

Yes. You can begin with existing scheduling platforms, online forms, spreadsheets, and AI-assisted qualification.

Do I need to generate leads first?

Not necessarily. Some clients already receive inbound inquiries and need assistance converting those inquiries into scheduled meetings.

How much can I charge?

Pricing depends on appointment volume, qualification complexity, customer value, and service responsibilities. Retainers and qualified appointment fees are common structures to investigate.

Can I charge per booked appointment?

Potentially. The agreement must define exactly what counts as a qualified and billable appointment.

Can AI automatically qualify prospects?

AI can help organize and assess inquiries against agreed criteria. The system should handle uncertainty carefully and provide appropriate human oversight.

Is appointment setting a good side hustle?

It can be a business model worth exploring for people comfortable with customer communication, scheduling, and business services. Income is not guaranteed.

Can Muse replace a CRM?

Muse may assist with connected business workflows, but dedicated CRM systems are generally designed to maintain structured customer records and workflow history.

How do I reduce missed appointments?

Use accurate confirmations, appropriate reminders, convenient rescheduling, and a clear booking process.

Can this become a SaaS business?

Potentially. After validating demand, you could develop software for inquiry qualification, scheduling, reminders, and reporting.

Final Thoughts: Sell Confirmed Conversations, Not Just Automation

AI-powered appointment setting is a practical service concept because many businesses need help organizing customer inquiries and scheduling sales conversations.

Meta Muse and similar AI agents may reduce the manual work involved in reviewing requests, preparing messages, and coordinating tasks.

But the business value depends on reliability.

A booking must be relevant, correctly scheduled, genuinely confirmed, and useful to the client.

Start with one business niche.

Develop a simple qualification process.

Build a working scheduling workflow.

Then test whether businesses will pay for the service.

Once customer demand and operational reliability are established, you can improve automation, introduce monthly packages, and explore specialized software.

The real opportunity is not filling calendars with meetings. It is helping businesses turn genuine customer interest into valuable conversations.

That is the foundation of a sustainable AI appointment setting business.

Continue Learning on Agent Income Lab

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How to Start an AI-Powered Lead Generation Business

How to Start an AI-Powered Local Lead Generation Business

How to Sell AI Agent Automation Services to Small Businesses

How to Start a One-Person AI Agency

Official Sources and Further Reading

Editorial disclosure: AgentIncomeLab.com is an independent educational publication and is not affiliated with or endorsed by Meta. Business models, service prices, costs, appointment examples, and revenue scenarios are illustrative. No earnings, bookings, or commercial results are guaranteed. Verify product capabilities and follow applicable privacy, marketing, and platform requirements.