Box AI Agents

Put your unstructured data to work

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Box AI Agents for different industries

Get to know our intelligent AI agents

Our AI Agents, built on Box AI’s content intelligence platform, use agentic reasoning and enterprise context to unlock critical insights from your unstructured data, automating tasks, accelerating decisions, and helping you work smarter. With secure, permissions-aware models, your most sensitive content stays protected every step of the way.
 

Breakthrough AI Agent capabilities

Get contextual answers and actionable insights. Box AI surfaces key facts, dates, and documents with precision while respecting user permissions. No more endless searching and toggling.

Speed up insights with AI-driven analyses across large volumes of content. Automatically surface key trends and connections without manual review. Work confidently knowing every query is backed by enterprise-grade security, compliance, and governance.

Instantly surface key details from contracts, forms, and images with Box AI Extract Agents in Box Preview, Box Apps, Box Extract, and Box Automate. Precisely define custom fields and extraction logic to turn unstructured data into structured metadata. Plus, leverage enhanced data extraction to pull key facts, figures, and themes from large volumes of content

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

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

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chatting with an AI financial agent

Anatomy of a Box  AI Agent

Box AI Agents use top foundation models like GPT-4 or Claude, selected and orchestrated by Box, to understand, reason, and generate. Each model is matched to the use case to ensure performance, accuracy, and enterprise alignment.

Every Agent is designed around a clear objective, like summarizing a document or identifying legal risk. This goal defines what the Agent should accomplish, keeping its output targeted, actionable, and relevant to your business.

Instructions act as the agent’s strategy, structured prompts or step-by-step logic that guide how it achieves its goal. These can define output format, tone, or workflows for consistency across departments or roles.

Agents apply advanced skills like summarization, Q&A, and classification, and can call Box-native or external APIs. This allows them to not just understand content, but take action and generate outcomes in the flow of work.

Box AI Agents are grounded in your real enterprise content—files, folders, and metadata—using secure, permission-aware RAG. They only access what users are allowed to see, and always stay within Box’s governance boundaries.

Diagram of Box AI Agent model
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diagram of Box AI Agent instructions
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The Box AI dynamic agentic reasoning framework

The Box AI dynamic agentic reasoning framework automates complex tasks by guiding Box AI Agents through a smart and dynamic process: understanding the goal (Plan), securely finding content in Box (Discover), intelligently analyzing it (Reason), and then taking action or producing an output (Act), all while adhering to organizational controls and using their central data.

Customize your Box AI Agents

Customize AI Agents with Box AI Studio, leveraging the latest and most powerful AI models from providers like OpenAI, Anthropic, and Google. Box AI gives you the flexibility to choose the right model for each task, so you can future-proof your AI strategy without getting locked into a single vendor.

Learn more about AI Studio

Give agents the context they need to perform. Attach relevant documents or Box Hubs to enhance understanding, accuracy, and context. Customize behavior with custom instructions tailored to your business.

Experiment and refine with custom instructions. Mix and match models, tweak instructions, and fine-tune your agents to discover the best combination for your enterprise’s unique use cases. 

We know it’s important for admins to maintain granular access controls, so we extend our AI Principles to Box AI Agents. With Box AI Studio, you can restrict access to only the users who need it and ensure secure AI deployment.

See how to build an AI Agent in minutes
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providing more context for the marketing agent by uploading marketing guidelines file
testing a contract PDF with the Box AI Sales Agent
adding groups to have access to an AI agent

Box AI Agent for Microsoft 365 Copilot

Unlock your content’s power with a personal AI assistant. Agent-to-agent interoperability enables seamless analysis, synthesis, and reporting across Teams, Word, PowerPoint, and Copilot Chat—all in one prompt for smarter workflows.

 

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NOW AVAILABLE

Enterprise Advanced

Intelligent content workflows and secure document management

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  • Unlimited intelligent, no-code apps with custom dashboards
  • Connected forms for business processes
  • Automated document generation*
  • Customized AI agents for specific business needs
  • 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.

Power every workflow with Box AI Agents

Faster contract reviews

Automatically uncover key clauses, deadlines, and summaries from contracts to accelerate reviews and reduce manual work


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Streamline financial reporting

Automatically generate financial summaries and reports from raw data, reducing manual effort and accelerating insights


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Simplify HR document management

Help employees quickly find answers in onboarding materials and policies, reducing repetitive HR questions and ensuring instant, accurate, up-to-date information


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Enhance customer support efficiency

Summarize cases and generate quality draft responses to speed up resolutions, cut manual work, and ensure consistent communication at scale


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Accelerate Clinical Ops

Extract patient IDs, trial phases, and adverse events from clinical trial reports to streamline safety reviews workflows


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Capture invoice and document metadata

Automatically extract structured metadata from invoices and receipts for improved financial tracking and accounting


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Boost marketing content creation

Generate consistent, on-brand marketing copy across channels, accelerating content creation and campaign timelines

Accelerate Deal Readiness

Extract NDAs, financial summaries, and key liabilities from dataroom documents to fast-track pre-deal analysis and integration planning


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Automate Regulatory Reviews

Pull KYC details, risk ratings, and flagged transactions from onboarding forms and audit reports to reduce manual compliance effort


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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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airplane

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

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USAA corporate 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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