Connecting to Box as a knowledge source for employee service AI agents (EAP)

For employee service (ES) AI agents, you can connect Box as a knowledge source. You must be a Knowledge admin to create and manage knowledge connections.


What's my plan?







Employee Service Suite

Growth, Professional, Enterprise, or Enterprise Plus







Summary: ◀▼
You can connect Box as a knowledge source for employee service AI agents to surface notes, files, folders, images, videos, and audio based on user permissions. The connection uses OAuth 2.0 and supports restricted or open access types. After setup, content syncs regularly, allowing AI agents to provide relevant information while respecting your company's Box permission settings.






Location: Admin Center > AI > AI agents > Sources


For employee service (ES) AI agents, you can connect Box as a knowledge source. You must be a
Knowledge admin to create and manage knowledge connections.
The connection allows these resource types to be surfaced in ES AI Agents, according to the
applied permissions:

Notes
Files
Folders
Images
Videos
Audio

This article contains the following topics:

Understanding the Box connection and how Box permissions work within employee service AI Agents
Connecting to Box for employee service AI
agents

Related article:
Creating, deploying and editing employee service AI agents
(EAP)




Understanding the Box connection and how Box permissions work within employee service AI Agents

The Box connection is established through the connecting admin's single sign-on (SSO) with
OAuth 2.0 authorization. Once this access is granted, the app enforces permissions based on
those of the admin who established the connection. There are two permission types for the
connection: restricted access and open to everyone.
It is important for your company's information security that you understand how permissions
are managed in Box at your company. Make sure you understand the intended audience for the
information, and ensure that you have applied the appropriate permissions. Ensure the
permissions model applied in Box matches the permissions type applied when the connection is
made.
The following read scopes are required for an open to everyone connection:

"root_readwrite"
"manage_webhook"

The following read scopes are required for a restricted access connection:

"root_readwrite"
"manage_webhook"
"manage_managed_users"
"manage_app_users"
"manage_groups"




Connecting to Box for employee service AI agents

You can connect to Box as a knowledge source for ES AI agents.
To connect to Box as a knowledge source

In Admin Center, click
AI in the sidebar, then select AI agents > Sources.
Click Add source, then for Box, click Connect.
Enter a unique connection name.
Select a user access type:

Restricted access: This connection enforces user permissions. This means that
when users ask questions, they see only information from the connected source that
they already have access to.

Open to everyone: This connection does not enforce user-level permissions for
the connected source. Users see all content available through that connected source.
If a user clicks on a source, but doesn’t have permission, access is denied.

See Understanding knowledge source permissions in employee
service AI agents.

Click Next.
Log in to your Box account, then follow the prompts to authorize the connection.
Select the files and folders to connect, then click Next.
Apply the appropriate time filter, then click Done. The initial connection
sync begins. It might take some time to sync all content, depending on the volume. After
the initial sync, the integration captures file updates every 15 minutes.
At this
point, you can add the knowledge source to one or more AI agents by clicking Add to
AI agent. Or, you can wait to create and deploy an ES AI agent with this knowledge
source at a later time (see Creating, deploying and editing employee service AI agents
(EAP)).




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