The Box AI Agent in Microsoft 365 Copilot is a seamless integration between Copilot and Box, enabling you to fully utilize all the features that Copilot offers while working with your Box files.  Powered by Box AI, the Box AI Agent in Copilot acts as a personal AI assistant, allowing you to easily search, analyze, and query Box content to gain actionable insights.

This integration is separate from our Box Copilot Connector.  For more details about the Copilot Connector, refer to this article.

The Box AI Agent is available where third-party agents are supported, including Copilot Chat, Microsoft Teams, Word, Excel, and PowerPoint.

For Box admins

Enabling the Box AI Agent in Copilot

To enable the Box AI Agent in Copilot:

1. Go to Admin Console > Integrations.
2. In the sidebar, click Integrations.
3. Search for Box AI Agent in Copilot.
4. Verify the status is Available.  If it is disabled, under the Availability Status column or the dropdown menu, click the corresponding down arrow and then click Available.  You can also choose to enable Box AI Agent in Copilot for only select users.

Enabling Box AI APIs

To manage Box AI API access for Managed Users, Box AI APIs must be enabled in your Box Tenant.

To enable Box AI APIs:

1. In the left sidebar of your Admin Console, click Box AI.
2. In the Box AI window, click Settings.
3. Ensure that AI API is enabled.  If required, ensure that you provide consent to the Box AI Terms of Usage.

Managing Tool Access

Since this integration uses the Box MCP server, you can control which MCP tools users can access through the Box Admin Console, the same controls that apply to other Box MCP clients. Please refer to our MCP Server Admin Controls Documentation for more information.

Note: Even though this is an MCP-based integration, not all Box MCP tools are currently supported with the Box AI Agent:

• User and authentication: All supported Box MCP tools
• Files and folders:
  • Read-only: All supported Box MCP tools
  • Write: create_folder; update_file_properties; update_folder_properties; upload_file; upload_file_version
• Search: All supported Box MCP tools
• Collaboration:
  • Read-only: All supported Box MCP tools
  • Write: create_file_comment
• Box AI: ai_qa_single_file; ai_qa_multi_file

For more detailed information on supported tools, please refer to the Box MCP Server Tools Documentation.

For Microsoft 365 admins (recommended)

This step is optional but recommended. If you choose not to configure the agent from your Microsoft 365 Admin Center, Box account holders in your organization are able to find and add the agent from the Agent Store, unless agents are disabled by default.

You can manage the availability of the Box AI Agent directly from the Microsoft 365 Admin Center. Simply navigate to All Agents under your list of agents to control its settings. For detailed, step-by-step instructions on managing agents, please refer to Microsoft's official support documentation.

For Box account holders

Before using the Box AI Agent in Copilot for the first time, you must authorize it in your Box account.  This authorization is a one-time action.

If this integration is deployed by your admin, in the list of available agents on the left sidebar of your Copilot window you’ll see the agent.  Otherwise, search for and select Box in the Agent Store.

Authorizing the Box AI Agent

To authorize the Box AI Agent:

1. Select Box.
2. Sign into your Box account.  Your Box email address does not need to match your Microsoft email address.
3. Grant permission for the integration to access your account.

After you authorize the agent, you can start using it.

Using the Box AI Agent in Copilot

To use the Box AI Agent in Copilot:  In Copilot, select Box.  You can also access the Box AI Agent by staying in the main Copilot Chat window and @ mentioning Box.

Now, you can start asking Copilot questions on your Box content.