Box
Customers ask for contracts, invoices, or product specs. Your AI agent pulls the right document from Box, generates a secure shared link, and delivers it within the chat. No support tickets, no email attachments, no waiting for someone to dig through folders. Enterprise content becomes instantly available through natural conversation.
Your AI agent navigates Box folders, retrieves file details, creates shared links, and even asks Box AI questions about document contents, all inside a live customer conversation.
Box
See how businesses use AI agents to surface the right Box files during customer conversations, eliminating email chains, support tickets, and folder spelunking.
A customer messages 'Can you send me my invoice from last month?' Your AI Agent identifies their account, navigates the invoices folder in Box via the Get Folder Information endpoint, locates the correct file, generates a password-protected shared link through Add Shared Link to File, and delivers the secure URL within the chat. The customer downloads their invoice in under a minute. Your finance team never sees the ticket.
A client asks 'When does my service agreement renew?' Your AI Agent retrieves the contract file from Box, sends it to the Ask Question endpoint powered by Box AI, and extracts the renewal date and terms from the document. The client gets an accurate answer in seconds. Your legal team spends zero time on routine contract lookups that used to generate weekly support requests.
An onboarding workflow requires a new vendor to submit tax forms and insurance certificates. Your AI Agent creates the target folder in Box via Create Folder, guides the vendor through the upload process during the conversation, and confirms each document lands in the right location using Get File Information. Compliance paperwork collects itself, and your operations team gets a notification only when the folder is complete.
Box
FAQs
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.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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