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.

1. • Sample prompts to use:
     • Create a meeting agenda for [topic]
     • Draft a blog post for [topic]
     • Generate a template for meeting agenda on [topic]
2. 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?

Guidelines for Box AI inquires

Box AI for Notes works best for content generation and refinement. 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, 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?
• Focus mainly on content generation.
• 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.

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 (beta) – 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
• Limited to 300 characters per question
• 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 | Box Blog.