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 for your content

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 AI-powered extract agents in Box Preview and Box Apps. Precisely define custom fields and extraction logic to turn unstructured data into structured metadata. Plus, soon, 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.

smart search
deep research
metadata extraction
chatting with an AI financial agent

Anatomy of a Box AI Agent

The LLM is the foundation of the Agent, the “brain” that powers reasoning, summarization, and generation

The specific task an agent is designed to accomplish

Structured prompt(s), logic, or plans the agent follows to complete its task

The agent’s functions and what it uses to get the job done

Agents draw from your enterprise content, the foundation of grounded AI

diagram of a Box AI Agent
diagram of a Box AI agent
diagram of a Box AI agent
diagram of a Box AI agent
diagram of a Box AI agent

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.

Box AI Studio 
Customize your Box AI Agents

Customize agents with 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.

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

Power every workflow with Box AI Agents

Unlock legal insights

Extract key clauses, terms, and summaries from contracts, speeding up review processes and enabling smarter legal decisions

Streamline financial reporting

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

Simplify HR document management

Extract key clauses, terms, and summaries from contracts, speeding up review processes and enabling smarter legal decisions

Enhance customer support efficiency

Analyze customer interactions and generate context-driven responses, boosting support efficiency and satisfaction

Boost marketing content creation

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

Capture invoice metadata

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

Accelerate Clinical Ops

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

Accelerate Deal Readiness

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

Automate Regulatory Reviews

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

Box AI Agent for Microsoft 365 Copilot

Unlock the power of your content with a personal AI assistant enabling effortless analysis, synthesis, and querying of your files across Teams, Word, PowerPoint, and Copilot Chat. Extract actionable insights and generate comprehensive reports from all your Box content in a single prompt, transforming how you work.

Ready to get started?

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