Box AI for Hubs

With Box AI for Hubs, you can ask questions across multiple files in a Box Hub. Quickly find and summarize answers all in one place, making it a one stop source for gathering information. In turn, Box AI for Hubs saves you time by analyzing content in a Hub, such as meeting notes, reports, and marketing assets and then providing summaries and key insights across your content. 

Using Box AI

To get started, go to the Hubs tab on the All Files page and open a Hub in the Box web app. From the Hub, click on the Box AI button  from the Preview toolbar.

In the Box AI window, 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 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 choose agents assigned to you by your admin 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 questions

Box AI pulls information from the files in the Hub you are viewing. If you ask any questions about information not contained in the Hub, Box AI informs you that it cannot answer the question based on  the information in the Hub. As you ask Box AI to analyze information in your Hub, consider these suggestions:

• Be as specific as possible. 
• Use parameters, such as:
  • numbered lists, 
  • length,
  • central themes,
  • key points, and
  • tables
• Stay within the scope of the documents in the Box Hub.
• Focus on text-based responses only.

For more guidelines, visit Best Practices with Box AI

Box AI Unit Usage

Important

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:

• Is Box AI enabled for your organization?
• Is Box AI for Hubs enabled in your organization? (Enterprise Plus and Enterprise Advanced)
• Do you have the correct permissions to view the files and folders?

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

File Size

Files added to a Hub may take up to an hour to be indexed. Most files are usually indexed within minutes, but larger Hubs may experience some delay. This delay in indexing may cause a temporary pause when using Box AI. Wait a few moments and retry your questions

Known Limitations

• Questions on, or including these topics or commands, return mixed and sometimes inaccurate information, such as :
  • Calculations, table structures, and numbers
  • Counting words or phrases
  • Document metadata such as page number, authors, file size, word count, and collaborators
  • Images, videos, charts, graphs, etc
  • Following up on chat history from a previous question or answer is not supported
    • This means Box AI cannot, in one document session, incorporate questions or answers from a prior document session, because  the chat history is cleared every time you exit a document preview
• Non-English languages may produce lower quality results 
• Box AI for Hubs limitations
  • 10,000 file limit per Hub 
  • 1 million file limit across all Hubs in the organization. 

Box AI Principles

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