Box AI Agents

Put your unstructured data to work

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The Box Agent: Secure AI Grounded in Context

Enterprise AI requires agents that are secure and grounded in your unique business context. Built on the Box platform, the Box Agent unites the reasoning power of frontier models with your proprietary content. By respecting strict enterprise permissions, it safely automates mission-critical tasks and unlocks insights from your unstructured data—putting your content to work.
 

Introducing the New Box Agent

Get contextual answers and actionable insights. Box Agent pulls key facts, dates, and documents across content types while respecting user permissions. 

Speed up time-to-insights with AI-driven analyses across large volumes of content. Automatically surface key trends and connections and confidently know every query is backed by enterprise-grade security, compliance, and governance.

Skip tedious document reviews. The Box Agent lets you chat directly with your content, SOWs, leases, or thousands of files. Instantly ask questions, summarize terms, compare clauses, and surface risks with Box Agent powered by OpenAI, Anthropic, and Google within Box.

Quickly create marketing copy, product briefs, RFP responses, and research proposals. Generate accurate, context-aware content, grounded in your files, without switching tools.

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Box AI referencing a spreadsheet to find he most recent completed RFPs
Box AI creating a sales proposal based on provided documents

Anatomy of the Box Agent

The Box Agent uses state-of-the-art foundational models from OpenAI, Anthropic, Google, and more to understand, reason, and generate. 

The Box Agent is designed for executing on a clear objective, like summarizing a document or identifying legal risk. That way you can ensure you’re accomplishing your goal through targeted output that’s actionable, and relevant to your business.

The Box Agent uses natural language to reason, create multi-step plans, and complete complex work. By leveraging implicit multi-agent orchestration, a single prompt strings together finding files, analyzing data, and creating new deliverables.

More than just a chatbot, the Box Agent applies advanced skills like summarization, Q&A, and content drafting directly within your workflow. It chains together native tools to transform unstructured data into final outcomes, like executive summaries or presentations.

Built natively on the Box content layer, the Agent operates with permissions-aware retrieval to ensure outputs are based only on content a user is authorized to access. It inherently maintains all existing security permissions, retention rules, and compliance controls on your content.

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Purpose-built Agents for key workflows

AI Threat Analysis Agent transforms complex security alerts into clear, actionable summaries. It analyzes threat context, explains potential risks, and helps security teams triage faster—reducing manual investigation and enabling quicker decisions to protect your organization's content.

AI Classification Agent uses intelligent context analysis to automatically classify content based on sensitivity—not just keywords. Define your own classification criteria, and let AI apply labels at scale. Accelerate content protection while reducing administrative overhead across your organization.

Box AI Extract Agent instantly surfaces key details from contracts, forms, and images directly in Box Preview and Box Apps. Define custom fields and extraction logic to turn unstructured data into structured metadata. Quickly extract key facts, figures and themes from large volumes of content.

suspicious user activity flagged by Box AI based on their geolocation
Box AI adding classification to a contract
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Customize your Box AI Agents

Empower your business with LLM choice by selecting the best foundational model—such as Gemini, ChatGPT, or Claude—for every task. Box AI provides the flexibility to future-proof your strategy and optimize performance across diverse use cases without vendor lock-in

Ground your AI in the content that runs your business. Using Box AI Studio, administrators can outfit custom agents with unique instructions and scoped knowledge—like specific files or Box Hubs—to ensure every output is contextually accurate and tailored to your specific workflows.

Experiment and refine with precision in Box AI Studio. Iteratively tweak instructions, swap models, and test your custom agents against real enterprise context to discover the optimal configuration for your unique business needs before deploying at scale.

The Box Agent is secure-by-design, maintaining existing user permissions, retention rules, and compliance controls on your content by default. Admins maintain granular authority through Box AI Studio, ensuring that agents only access authorized content and that data is never used to train external models.

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One context layer.
Every AI tool.

 

Box connects the AI tools your teams rely on to your enterprise content — through the Box MCP Server, native connectors, or direct integrations. Every response traces back to the source, so your teams always know where the answer came from.
 

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Automate Complex RFP Responses

Draft high-quality responses by autonomously searching compliance guides and whitepapers to answer 50-page RFPs in minutes.

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Review Contracts Against Policy

Act as a first-pass legal review by identifying deviations between vendor MSAs and your company’s standard terms playbooks.

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Generate Personalized Onboarding

Synthesize role-specific handbooks and roadmaps into a structured 30-day schedule for new hires automatically.

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Architect Multi-Channel Campaigns

Research competitive trends and then draft interconnected blog posts, social updates, and email sequences in one cohesive session.

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Draft Technical Product Manuals

Generate deep-dive technical documentation from sparse engineering notes, ensuring every nuanced requirement is captured and cross-referenced.

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Perform Deep-Dive Regulatory Audits

Analyze massive policy documents against external state laws to produce a granular gap analysis report with specific remediation steps.

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Run a Global RFP Production Desk

Enable a high-volume sales team to generate dozens of deep-dive, bespoke bid responses every day.

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Scale Real-Time Asset Transcreation

Instantly adapt and rewrite complex marketing assets for 20+ global regions simultaneously, maintaining brand voice and cultural nuance

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Automate Continuous Compliance Ops

Perform a deep reasoning audit on every single contract or financial report uploaded across the global organization in real-time.

See how customers fuel workflows with the Box Agent

Fundwell mobile app

Box AI’s Extract Agents transform how Fundwell derives insights from content. Pulling key financial data from statements, tax forms, and investment documents now happens in minutes. 
 

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A travel company saved 800+ hours of manually processing bespoke itineraries by leveraging custom Al Extract Agents.

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USAA building

USAA delivers a smooth onboarding experience. Teams securely manage confidential information, leveraging AI for workflow automation and  real-time e-signatures.

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NOW AVAILABLE

Enterprise Advanced

Intelligent content workflows and secure document management

Learn more Contact us
  • Multi-step task execution with extended context limits
  • Tackle complex RFPs and create ready-to-share board reports with Box Agent in Pro Mode
  • Create custom AI agents for specific business needs
  • Connected forms for business processes
  • Automated document generation*
  • AI-powered metadata extraction*
  • Higher API allowances
  • Large file uploads up to 500GB
  • Compliant long-term data preservation
  • All Enterprise Plus capabilities included

* Additional volume available for purchase.