Box AI for Notes

When working on a Box Note, you can ask Box AI to generate draft outlines, meeting agenda templates, email announcements, and numerous other content ideas. In turn, Box AI can save you time when getting started on your sales, marketing, or team projects.

Using Box AI

Get started creating or refining content with Box AI for Notes by opening a new or existing note.

Content Generation

1. Click the plus icon and select Box AI from the context menu.
   • Alternatively, you can use keyboard shortcut ⌘/Ctrl + Shift + I.

2. Enter a request in the textbox and press enter or click the “Ask” button. After submitting the request, Box AI generates the response in real time.

1. • Sample prompts to use:
     • Create a meeting agenda for [topic]
     • Draft a blog post for [topic]
     • Generate a template for meeting regarding [topic]
3. Click “Refine” to adjust the response until you are satisfied with the answer. To use the text, click “Add to Note”.

Content Refinement

1. Highlight the text to edit and click the Box AI button .
2. Ask to refine the selected text and include these parameters for better results:
   • Length
   • Tone
   • Details
   • Reading level
3. After two revisions, you can click the Go Back button to:
   
   • See previous questions
   • Select “Return to Start” to reset inquiry
4. Once you’re satisfied with the results, click “Add to Note”.

Content Questions

In addition to refining text, you can ask questions on the highlighted content such as:

• What is the summary of the text?
• Can you list what the key points are?
• What is the central theme of the text?

Using Box AI To Get Document Insights

In a note, click on the Box AI button from the toolbar.
In the Box AI window, you can select one of the suggestions provided for quick document insights:

• Summarize this document
• What are the key takeaways?
• How can this document be improved?
• Are there any next steps defined?

For more specific responses, type your question or request into the textbox and press enter or click the “Ask” button.

Working with Responses

After submitting the question or request, Box AI generates responses in real time. If you want to stop the response, select Stop Response. Following a response, you can ask follow-up questions to gain better insights. These questions help build context and narrow down results. 

To save a response, select Copy (). It is sent to your clipboard, and you can then paste it elsewhere.

To give feedback on a response, see Giving Feedback on AI Responses.

To clear the chat history, select Clear conversation (), which gives you the option to start a new topic, or exit out of the document. Your chat history is refreshed when you reopen the document. 

To review citations, showing which parts of the source document were referenced when generating the response, hover over the number(s) in the bottom left corner of the response. A small window shows the source text from the document.

Agents Selection

If enabled for your organization, you can change agent to get more customized responses when working with Box AI.

To switch Agents or Models:

1. Click on the Agent button next to the Box AI icon. 
2. From the list, select from available agents.
3. Ask Box AI your questions to test responses.

The list of agents will depend on what your Admin has enabled for your organization.

Guidelines for Box AI inquires

Box AI for Notes can generate, refine, and analyze text within a note. As you ask Box AI to generate text, consider these suggestions:

• Be as specific as possible. Use parameters, such as asking for numbered lists, brevity, tables, and central themes or key points. For example:
  • OK: list some ideas on [product];
  • Better: Can you create a numbered list of ideas for advertising [product]?
  • OK: draft an email on [topic]
  • Better: Can you draft an outline for an email to my team regarding our recent quarterly earnings?
  • OK: generate a job description template
  • Better: Can you generate a template for a job posting on software development?
• Stay within the scope of the document.
• Always refine your response if it’s not exactly what you’re looking for, as it may take a few reiterations to get the results you want.

Box AI Unit Usage

For pricing information and AI unit usage rules, contact your Box account executive or visit our pricing page.

Troubleshooting

If you are unable to use Box AI, check the following with your admin:

• Has your organization been provisioned for Box AI?
• Is Box AI for Notes enabled in your organization?

For information on enabling Box AI as admin, visit Enterprise Settings: Box AI Tab – Box Support

Known Limitations

• Questions on, or including, these topics or commands return mixed and inaccurate information:
  • Calculations, table structures, and numbers
  • Counting words or phrases
  • Images, videos, charts, graphs, etc. within text documents
  • Video and images
• Questions are limited to 300 characters

• Limit of selecting 10,000 characters for content refinement

• Non-English languages may produce lower quality results

Box AI Principles

To view Box’s policies and practices surrounding using AI, visit The Box AI Principles Page  and Box AI: Acceptable Use Policy & Guiding Principles.