When using Box on your mobile device, you can easily ask Box AI to summarize document content, search for key points, and create outline drafts from your files. Box AI helps you save time by analyzing meeting notes, reports, and marketing materials, providing better insights into your documents.
Supported file types:
- Text documents
- Image files
- Spreadsheets (limited to text-dense files; see Known Limitations)
- Presentation slides
Querying a Document File with Box AI
- Select a supported file type (see above) to open.
- Select Box AI
from the bottom toolbar.
- Ask your AI query using one of these methods.
- Typing in your question
- Using voice dictation by selecting the microphone icon
. Available only after you have given Box access to your device’s microphone.
- Using one of the suggested questions:
- Summarize this document
- What are the key takeaways?
- How can this document be improved?
Working with Responses
After submitting the query, Box AI generates a response in real time. You can ask a follow-up question to the response, which will be kept until leave the document. To clear the chat history, exit out of the document. Your chat history is refreshed when you reopen the document.
If you want to save a response, tap on the copy icon to add it to your clipboard and paste elsewhere.
To give feedback on a response, see Giving Feedback on AI Responses.
To clear the chat history, tap Clear conversation ( /
). This action cannot be undone. Your chat history is refreshed when you reopen the document.
To review citations, which shows which parts of the source document were referenced when generating the response, tap 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:
- Tap on the Agent
tab from the top of the window
- From the list, select from available agents.
- 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 Queries
Box AI pulls information specifically from the document being reviewed. Asking queries outside the scope of the document will prompt Box AI to use general knowledge to answer your query. The responses may not be accurate and need additional verification before using the responses. 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 three 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.
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:
- Is Box AI enabled for your organization?
- Do you have the correct permission for the file?
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 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
- Limited to 1,000 characters per question
- Text content size limit is 2MB, with larger files only processing the first 2MB of text
- 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.