Control what Mira can access

Mira can only see the company data you allow. On the Assistant tab of the Mira console, in the Advanced data access section, 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 Assistant tab and scroll to Advanced data access.
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 four 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

Finance

Source	What Mira can do
Invoices and offers	Read sales documents and prepare invoice, offer, or order confirmation drafts

Mira shows every proposed create or edit operation for your approval before it changes a sales document. It cannot use this chat action to finalize, send, cancel, or record payment for a document.

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.