Control what Mira can access
Choose exactly which of your company data Mira is allowed to read, from meeting types and appointments to CRM contacts, companies, and deals.
Mira can only see the company data you allow. On the Data access tab of the Mira console, you decide which sources Mira may read when it helps your team. Every source is a simple on/off switch, and your choices apply to your whole company.
By default, Mira works best with these sources on, but you stay in control: turn off anything you do not want the assistant to read.
Open data access settings
- Go to the Mira console.
- Open the Data access tab.
- Toggle each source on or off. Changes save automatically.
The summary badge shows how many sources are currently on.
Data access can only be managed by company admins, and only while Mira is turned on.
Available data sources
The sources are grouped into three areas.
Scheduling
| Source | What Mira can do |
|---|---|
| Meeting types | List meeting types, check availability, book meetings, and create or edit meeting types |
| Appointments | Read upcoming booked meetings to answer what is on the schedule |
| Workflows | List, create, and edit reminder and automation workflows |
When Mira creates a workflow for you, it starts turned off so you can review it before it goes live.
Knowledge
| Source | What Mira can do |
|---|---|
| Files and knowledge | Search your company knowledge base of uploaded files and help articles |
To add documents and web pages to this knowledge base, see Add company knowledge to Mira.
CRM
| Source | What Mira can do |
|---|---|
| Contacts | Look up CRM contacts by name, email, or company |
| Companies | Look up CRM companies by name or domain |
| Deals | Look up CRM deals with their stage and value |
How access is enforced
These switches are the single source of truth. When a source is off, Mira cannot read it, even if you ask directly in the chat. Turning a source back on takes effect immediately.
Custom instructions you give Mira (for example in the website widget) can shape its tone and behavior, but they cannot grant access to data you have switched off here.
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