Creating and Configuring Agents

Once you have enabled Box AI studio, go to the AI Studio tab to see the list of agents available and start building one yourself. 

To get started, click on New Agent.

New Agent 

1. Start by naming the agent
2. Click on Add Capabilities and select from:
   • Content Q&A
     • Box AI for Documents/Hubs
       • Answer questions from documents
   • Compose
     • Box AI for Notes
       • Generate and refine text
3. Click on the logo icon to update the image according to the agent’s intended purpose. 

After creating the agent, you can:

• Add more capabilities
• Enable or disable an agent
• Configure agent settings
• Remove an agent

Configuring and Testing Agents

Once you have a set of capabilities selected for the agent, you can configure specific instructions for the agent to follow.

Configuring Agent Parameters

From the left side panel, you can start customizing the agent settings:

• Description
  • Explain the use and intent of the agent and its capabilities.
• Model
  • Select which specific model available you want to use for the agent
    • Images and spreadsheets will need to be configured in advanced settings.
• Custom instructions
  • Adjust the tone and style of the responses
    • Example: You’re an expert in marketing campaigns. You assist copy writers by providing short, concise, and creative answers
• Suggested Prompts
  • Create custom prompts to use with your agent
• Advanced:
  • Single Documents
  • Multi Documents
  • Q&A for Images
  • Q&A for Spreadsheets

Suggested Questions and Content Generation

For Q&A capabilities, you can create your own custom template questions that appear when asking Box AI questions. You can add up to 4 custom questions. 

To add suggested questions:

1. Toggle on Use custom suggestions
2. Click Add +
3. Add your custom question
   1. Click the X icon to remove the question

These questions can be in reference to specific content you upload, such as having marketing, financial, or legal related questions for various materials:

• What are the top 3 differentiators of [Product Name] for an enterprise buyer?
• How does [Product Name] compare to [Competitor Name] for [Use Case or Industry]?
• Write a 3-sentence value proposition for [Product Name] tailored to [Persona, e.g., IT leaders or CMOs].
• Draft a LinkedIn post announcing a new feature launch for [Product Name], highlighting its impact in 1-2 use cases.

Advanced Settings

Select and customize specific LLMs for generating responses in different scenarios. This setting applies to both Q&A and Compose capabilities.

You can configure the following items:

• Single Documents
  • Short
  • Long
• Multi Documents
  • Short
  • Long
• Q&A for Images
  • Single
  • Multiple
• Q&A for Spreadsheets

Click the Edit icon to configure for each document:

Model

• Toggle On to use a custom model
  • Select from the available models to use for the document
• Within Advanced Settings you can adjust:
  • Temperature: for when you want answers that vary between formal and random. Ideal for creating agents to brainstorm with on ideas.
    • Lower settings are more consistent and formal responses,
    • Higher settings offer more creative and random response.
  • Top P: use for generating more creative responses that widely vary.
    • Sets how wide of word possibilities for the model to consider when responding.
    • A parameter that sets the range of words considered when generating text by controlling a probability boundary.

Prompt

• Enable Use custom system prompt to set context, tone, and boundaries:
• Once enabled, add a detailed and explicit set of instructions for the model to use when responding to inquiries.
  • Examples of system prompts
    • Setting a persona
    • Analyzing specific details in a file
    • Limiting response length
    • Creating a boundary for follow-up questions 

Suggested Questions

For Q&A capabilities, you can create your own custom template questions that appear when asking Box AI questions. You can add up to 4 custom questions. 

These questions can be in reference to specific content you upload, such as having marketing, financial, or legal related questions for various materials:

• How does the document effectively convey its main message or purpose?
• What are the branding elements consistently applied throughout?
• Is the language suitable for the intended audience?
• Are there clear calls to action to encourage engagement?

For the Compose Capabilities, you can set up to 4 suggestions to generate content with the agent.

These questions can be in reference to specific content you upload, such as having marketing, human resource, or legal related suggestions:

• Explain the key elements that should be included in a client services agreement.
• Create a guide on how to create a budget for small businesses.
• Are all relevant HR policies, procedures, and legal requirements addressed in this document?
• Create an email campaign template for promoting a new product or service launch.

These are some examples of suggestions and questions you can have for your agents. You will need to create your own set that fits your organization’s requirements. 

Enabling Agent for users and groups

After creating an agent, you can choose to enable or disable the agent for specific users and groups. 

Within the configuration window, click the Access button at the top.

Select the access level of the agent:

• Disable
• Enable
• Enable for select users and groups
  • Add the names of the users and groups. 

Attaching and testing files in AI Studio Playground

To get started

• Attach a document or Hub for the agent to reference and base its responses on.
• Click Select Content and, from the file viewer, select the files and/or Hubs you want to add.

From this point, in the Playground window, you can ask questions to test and refine the responses from the agent. 

The type of processor, either single or multi-document, is listed below the response for reference when testing custom settings.

Below are guidelines for asking Box AI questions. Consider adjusting the following as well:

• Custom instructions
• Model type
• Model Parameters
  • Temperature
  • Max Length
  • Top P
• Custom system prompts

Detailed information on responses

After reach response, you can click the  icon that will give information on:

• Configuration
  • Model
  • Processor
  • Temperature
  • Max Tokens
  • Top P
  • Response Time
• System Prompt
• Custom Instructions

You can use this information to iterate and improve your agents.

Guidelines for Box AI questions

Box AI pulls information only from the document you loaded in preview. If you ask any questions outside of the scope of the document, Box AI informs you that it cannot answer the question with the information provided. As you ask Box AI to analyze your document, 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 key points
  • Better: Can you list the key points in a numbered list?
  • OK: What’s the point of this document?
  • Better: Can you briefly and succinctly outline only the most important points with a list?
• Stay within the scope of the document.
• Focus on text-based responses only.