The agent uses a combination of folder navigation and file metadata. It calls Get Folder Information to browse directory contents, matches files by name, date, or metadata fields, and retrieves details via Get File Information. You can configure customer-to-folder mappings so the agent knows which Box directory corresponds to each account.

Yes. The Add Shared Link to File endpoint supports access levels (open, company, or collaborators only), password protection, expiration timestamps, download permissions, and custom vanity URLs. The agent applies your sharing policy automatically based on the document classification and the recipient.

Tars connects via OAuth with read and write scopes. Read scope covers file retrieval, folder browsing, and metadata queries. Write scope enables uploads, shared link creation, and folder management. You authorize from your Box admin console and can revoke access anytime without affecting other Box integrations.

No. Tars facilitates the file transfer between Box and the customer but does not cache or store document contents. When generating shared links, the file stays in Box entirely. When using the Download endpoint, the binary content passes through to the customer without being persisted on Tars servers.

Yes. The Ask Question endpoint powered by Box AI sends the document to a language model that reads the content and returns specific answers. Your agent can extract contract terms, summarize reports, or find specific clauses within files up to 1MB in text. This requires a Box plan that includes Box AI capabilities.

The agent respects Box's permission model. If the authenticated connection cannot access a file or folder, the API returns an authorization error. The agent communicates this to the customer and offers to escalate the request to someone with the appropriate access level. No unauthorized files are ever exposed.

Manual sharing requires a team member to locate the file, generate the link, and paste it into an email or chat reply. Tars automates the entire workflow. The customer asks, the agent finds the file, creates the secure link with your sharing policy applied, and delivers it within the same conversation. Seconds instead of hours.

Yes. The Upload File endpoint lets the agent accept documents from customers and place them in the designated Box folder with proper naming and attributes. This works for collecting signed contracts, onboarding documents, insurance certificates, or any file your workflow requires from external parties.