Box AI is available across the Box web application, including AI Home, Preview, Hubs, and Notes, giving users consistent access to document analysis and content generation.

At the center is AI Home, a workspace accessible from the left navigation bar. AI Home offers a comprehensive session history, a central prompt library, and the ability to aggregate context from files, folders, and Hubs — making it ideal for complex, multi-source queries.

You can seamlessly aggregate context by dragging files directly into a session, using @ mentions, or browsing Box to add files, folders, and entire Hubs as sources. This workspace is designed for complex multi-source queries, giving you the flexibility to select from an agent gallery to tailor the AI's expertise to your specific business needs.

Box AI Home and Across Platforms

AI Home provides a full-page workspace accessible from the left navigation. This option offers the most complete feature set:

View and resume previous sessions from session history
Add sources from Box or from your device
Select from available agents, including custom agents from Box AI Studio
Access the prompt library and agent gallery

This AI agent experience is shared across the following platforms:

See the each of the specific uses for the platforms above

Working with Box AI

When starting, you can begin working on your content by entering your prompt or request into the text box and pressing Enter.

After you submit your request, the Box Agent searches through all content accessible to you via permissions and collaboration settings and provides a response to which you can continue to work on, or clear to begin again. See working with responses to see more options.

To specify how you want to work on your content, you can use the prompts below the text box to:

Summarize content
Research files
Analyze patterns
Create templates, drafts, outlines, etc

Clicking on the options gives you template prompts to use as is or modify for your use case.

Pro Mode

Users can enable Pro Mode by using the toggle in the prompt entry box. When Pro Mode is enabled, the agent uses deeper reasoning for tasks like strategic analysis or complex coding. Responses may take longer to generate as the Box Agent is creating more robust plans and executing tasks using increased reasoning capacity.

Pro Mode can also be used with AI Studio created agents by selecting which mode you want your agent to operate in. Note: users will be unable to toggle to another mode different than what was selected during agent creation.

Adding Sources

If you need to narrow down what exactly the Box Agent uses as reference, you can add sources to your questions by:

Dragging and dropping from your device or external drive
Dragging from left navigation (Recents or from Collections)
Upload from your device or external drive
@ mention to choose a user or content

For best results, use @ mentions in your prompt in reference to files that have been added to sources, providing specific instructions to the agent on how to use attached files and folders.

Working with Responses

After submitting the question or request, Box AI generates responses in real time. Following a response, you can ask follow-up questions to gain better insights. These questions help build context and narrow down results.

Saving response

To save a response, select Copy. It is sent to your clipboard, and you can then paste it elsewhere.

You can review past responses and prompts by clicking on the History button in the top left corner of the model, where you can see recent chat logs or view full history.

Giving Feedback

To give feedback on a response, see Giving Feedback on AI Responses.

Clearing Sessions

To clear the chat history, click on the edit icon on the top right corner of the page. To delete the session, click on the trash icon in the far right corner of the page. Doing so permanently deletes the chat history and cannot be undone.

Sources and citations

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.

Agent Selection

The Box AI Agent is selected by default when using AI Home. If you have another agent you would prefer to use, either made by your admin or another model, you can change the agent to tailor your use case.

To switch Agents or Models:

Click on the Agent button next to the sources button.
From the list, select from available, from provider models and custom agents.
Begin prompting the selected agent.

When selecting a custom agent, it may have Pro Mode enabled by default based on its settings.

The list of agents available will depend on what your Admin has enabled for your organization.

Troubleshooting

If you are unable to use Box AI, check the following with your admin:

Has your organization been provisioned for Box AI?
Is AI Home enabled in your organization?
If the "Pro" toggle is missing, check if your organization is on the Enterprise Advanced tier or if the specific agent creator has disabled Pro Mode for that agent.

For information on enabling Box AI as admin, visit Configuring Box AI

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.