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Using the Box AI Agent in Copilot

Microsoft , Integration

The Box AI Agent in Microsoft365 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 and serves as our primary Copilot integration.  For more details about the Copilot Connector, refer to this article.

In the initial phase of the Box AI Agent in Copilot, only read-only actions are supported, such as search, summarization, and Q&A.  Additional features and tools will be introduced as the integration evolves.

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

Note: This integration is not yet supported on Microsoft Office files stored in Box while co-authoring is enabled.

 

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.

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 Box AI Agent from the Agent Store, unless agents are disabled by default.

To enable the Box AI Agent in Copilot:

  1. In the Microsoft 365 Admin Center, go to All Agents and click Box AI Agent.
  2. Click the Users tab and configure the Box account holders for the following:
    • Deployed to: These account holders will have the agent added to their accounts automatically.
    • Available to: These account holders can search for the Box AI Agent in the Agent Store.
  3. Be sure you follow Microsoft's documentation to configure these permissions.
Note: You can also block the agent.

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 Box AI Agent.  Otherwise, search for and select the Box AI Agent in the Agent Store.

Authorizing the Box AI Agent

To authorize the Box AI Agent:

  1. Select Box AI Agent.
  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 Box AI 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 AI Agent.  You can also access the Box AI Agent by staying in the main Copilot Chat window and @ mentioning the Box AI Agent.

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

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