Box AI Agents

Tool Introduction

Box AI Agents elevate enterprise content management by combining advanced AI with Box’s secure platform. Built for high-scale use, they analyze, extract, and act on unstructured data like contracts, emails, images, and scanned documents. By integrating top-tier models from Amazon, Google, OpenAI, and others directly into Box’s ecosystem, these agents automate workflows and generate insights. You can orchestrate custom agents to work across tools like Microsoft 365, Salesforce, and Slack. This approach turns enterprise content into actionable intelligence while maintaining compliance.

Demo Available?

Box offers a free trial for the platform and provides demo access for Enterprise Advanced plans that include Box AI Agents by request.

Tool's Accuracy

-

Aggregate Rating

-

Detailed Overview

Box AI Agents bring intelligent automation to enterprise content by applying AI-driven search, extraction, analysis, and workflow control across structured and unstructured data.

What Box AI Agents Does

Box AI Agents use advanced AI to manage enterprise content stored in Box. They run semantic searches across millions of files to deliver precise answers. Agents perform deep research by analyzing trends or generating summaries from large datasets. They extract structured data from unstructured sources using OCR (optical character recognition), NLP (natural language processing), and document intelligence. The platform automates workflows such as tagging or approval routing. It also supports integration with systems like Microsoft 365 Copilot or Salesforce through Box AI Studio and APIs.

Who Box AI Agents is for

Box AI Agents serve knowledge workers, IT teams, legal departments, finance professionals, HR staff, developers, and compliance officers. Business users benefit from no-code tools for automation while technical teams build custom agent logic using APIs and SDKs. The platform supports mid-size to large enterprises with complex compliance or automation needs.

Top Differentiators

Agentic Reasoning: Operates directly where content resides using task-specific intelligence.
Built-in Compliance: Inherits granular permissions and audit trails from the Box platform.
Model Flexibility: Supports multiple leading AI providers for cross-agent collaboration.
Custom Workflows: Enables tailored agent behavior via Box AI Studio.
Deep Integrations: Connects seamlessly with Microsoft 365 Copilot and other platforms.

Introductory Video

Founding Year

2025

Target Industry

B2B, Enterprise, Financial Services, Healthcare & Life Sciences, Legal & Professional Services, Government & Public Sector, Technology & Software, Manufacturing, Education, Media & Entertainment

Available Integrations

Microsoft 365 Copilot: Lets users search, analyze, and act on Box content directly in Microsoft Teams, Word, PowerPoint, and Copilot Chat.

Google Agentspace: Enables access to Box content within Google Workspace using Google’s AI for document analysis; some features are in preview or limited release.

IBM watsonx Orchestrate: Supports workflow automation by combining Box’s content intelligence with IBM’s AI orchestration tools; may require enterprise licensing.

Salesforce Agentforce: Brings Box AI Agents into Salesforce workflows for automating sales and CRM processes; setup may need Salesforce Enterprise edition and connector.

Slack AI: Allows real-time collaboration by delivering insights and automating actions through Slack channels; advanced features may need Slack Enterprise Grid.

ServiceNow AI Agent Fabric: Supports IT service, HR onboarding, and customer support workflows with agent-to-agent automation between ServiceNow and Box.

Zoom AI Companion: Surfaces and acts on Box content during meetings to support tasks like summaries and action tracking; may need enterprise subscriptions.

Developer Tools & SDKs: Developers can build custom agents using tools like Box MCP server, Google ADK, OpenAI SDK, Airbyte, LangChain, LlamaIndex, Pinecone, Pydantic AI, Unstructured, Weaviate.

Plans & Pricing

Business Starter: $5.00 per user/month. Includes secure file collaboration, storage, and native e-signatures for up to 10 users.

Business: $15.00 per user/month. Adds team collaboration tools with AI built in.

Business Plus: $25.00 per user/month. Offers content management and external collaboration, including AI-driven Q&A.

Enterprise: $35.00 per user/month. Provides content management, data protection, and AI-driven Q&A.

Enterprise Plus: $50.00 per user/month. Delivers advanced content management and security with AI-driven multi-document Q&A, unlimited storage, and uploads up to 150GB.

Enterprise Advanced: Contact Box for pricing. Features AI-powered workflows, automation, and agents. Includes access to Box Apps, Box AI Studio, and Box Doc Gen via API.

Features & Specs

Semantic Search: Use natural language queries to find exact answers across secure file sets.
Research & Summarization: Extract trends or summaries from multiple documents at once.
Data Extraction: Turn scanned PDFs or handwritten notes into usable fields using OCR/NLP.
Workflow Automation: Assign agents to handle classification tasks or route approvals automatically.
Custom Agent Building: Create agents with defined instructions through APIs or the no-code studio.
Agent-to-Agent Protocol: Uses Google’s Agent2Agent protocol for cross-platform collaboration.
Image Querying: Ask questions about graphics or blueprints to get contextual responses.
Multi-doc Analysis: Analyze several files simultaneously with synthesized output across them all.
Low-Code Tools: Build apps that embed agent capabilities into business processes without full coding skills.
Security Monitoring Agents: Detect threats like unauthorized access or ransomware using specialized detection logic.

Supported file types include text docs (DOCX, PDF), spreadsheets (XLSX), presentations (PPTX), images (JPG/PNG), handwritten notes via OCR, and other standard formats.

APIs/SDKs support integrations via OpenAI SDKs, LangChain tools, Pinecone vector stores, Weaviate databases, Airbyte connectors, Pydantic models, CrewAI frameworks—and more

Security & Compliance

All content is encrypted in transit using TLS/SSL and at rest using AES-256 encryption. Box supports SSO via SAML and SCIM for secure user provisioning. Role-based access control allows granular permission settings. Customers can configure retention policies, apply legal holds, and manage secure deletion workflows. Data residency options meet regulatory needs across regions. Box AI Agents operate within a secure content environment, with customer data excluded from training third-party models unless explicitly authorized. Certifications include SOC 2, ISO 27001, HIPAA, FedRAMP.

Industry Use-Cases

Financial Services

Box AI Agents help analysts extract financial metrics and market trends from large volumes of reports, enabling faster insights. Compliance teams use agents to monitor documents for regulatory violations in real time.

Healthcare & Life Sciences

Clinical research teams use Box AI Agents to pull structured data from lab results and notes, speeding up analysis. Providers rely on the platform to protect patient privacy and enforce compliance policies.

Legal & Professional Services

Box AI Agents let legal teams search contracts semantically, surfacing key clauses instantly. They also support version tracking and audit trails to maintain governance across legal documents.

Technology & Software

Product teams use Box AI Agents to extract themes from feedback, improving prioritization. IT departments automate onboarding workflows by routing approvals and enforcing access policies with the agents.

Manufacturing

Quality assurance benefits from agents that scan inspection logs for anomalies. Supply chain managers monitor contract deadlines using automated extraction of terms and schedules.

Education

Academic institutions use Box AI Agents to organize research content through summarization and tagging. The platform also supports FERPA compliance by enforcing document access controls.

Tool's Alternatives

Microsoft 365 Copilot
Offers AI-powered content search and workflow automation within Microsoft apps. It integrates deeply across the suite but is limited to Microsoft 365 environments.

Salesforce Agentforce
Automates business processes inside Salesforce. It supports multi-step workflows across departments but depends fully on the Salesforce platform.

IBM watsonx Orchestrate
Delivers task orchestration across business systems with strong governance controls. It suits IBM users

Frequently Asked Questions

What are Box AI Agents designed to do?
Box AI Agents automate content analysis and workflows using advanced AI. They extract data, run semantic searches, generate summaries, and integrate with platforms like Microsoft 365 and Salesforce to streamline business processes.

Which file types can Box AI Agents analyze?
Agents work with DOCX, PDF, XLSX, PPTX, JPG/PNG images, scanned documents, and handwritten notes. They apply OCR and NLP techniques to extract structured data from unstructured formats within supported files.

What security features support Box AI Agents?
Box encrypts content in transit with TLS/SSL and at rest with AES-256. It supports SSO via SAML/SCIM, role-based access control, audit trails, legal holds, secure deletion workflows, and compliance certifications including HIPAA and FedRAMP.

Which subscription plans include Box AI Agent features?
AI-driven Q&A is included in Business Plus ($25/user/month) and Enterprise ($35/user/month). Advanced features like multi-document Q&A and agents require Enterprise Plus ($50/user/month) or Enterprise Advanced plans.

Can users build custom agents without writing code?
Yes. Business users can create agents using a no-code studio in Box AI Studio. Developers have API access for custom agent logic using tools like LangChain or OpenAI SDKs.

How do Box AI Agents integrate with other platforms?
Agents connect with Microsoft 365 Copilot, Salesforce Agentforce, Slack AI, Zoom AI Companion, ServiceNow Agent Fabric, IBM watsonx Orchestrate, Google Workspace (via Google Agentspace), and various developer toolkits through APIs.

Who benefits most from using Box AI Agents?
Knowledge workers across finance, healthcare, legal services, manufacturing, education, government sectors benefit. IT teams use automation tools; developers extend capabilities via SDKs; compliance officers leverage built-in governance controls.

Do Box AI Agents support image or visual document queries?
Yes. Users can ask contextual questions about graphics or blueprints. The platform supports image querying along with multi-document analysis for synthesized insights across visual content types.

Is a demo available for trying Box AI Agents?
A free trial of the platform is available. Demo access for Box AI Agents is provided upon request through the Enterprise Advanced plan.

Comments are closed.