Configuring Box AI

Box AI can be made available to your users in Box Notes, Box Hubs, and when previewing files stored in your organization’s Box Service instance.

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Access Permissions

Within the Admin Console, go to the Box AI section and then the Settings tab and set the permissions for both users and groups. If your organization has not fully enabled Box AI, you can select Enable Box AI to do so for all services. Use these settings to control which users and user groups within your organization have access to Box AI for the following services:

• AI Home
• Box Preview
• Box Notes
• Box Hubs
• Box Extract
• Box AI API
• Official Box Integrations
  • To enable Box AI for Slack for your users and for further configuration, see Deploying the Slack Integration in your Enterprise – Box Support.

Enabling Box AI for specific users has the following limitations:

• You can enter up to 100 names/email addresses and up to 100 groups. If you want to enable or disable more, you have to enable or disable Box AI for the entire organization.
• You can only select groups that have a Permission Setting set to Admins Only. For details, see Creating and managing groups.

Before enabling Box AI features in the Admin Console, you will need to review and accept some specific Box AI legal terms. Depending on your agreement terms with Box, you are shown one of the following messages: Box AI Product Addendum Message If you are using your first Box AI feature, when opening the Edit Configuration menu, you will need to review and accept the Box AI Product Addendum before enabling Box AI for your organization: Review Agreement Offline Message If, when navigating to the Box AI tab, the Review Agreement Offline message appears, contact your Box Account Team or select the link in the message to request Box AI access: This message indicates that your organization has specific restrictions when using Box AI, however, as an admin, you may still request access and enable Box AI for your organization by reaching out to our account team or support.box.com.

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Configuring Box AI for users and groups

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Box AI for AI Home

Defines who can use Box AI. Select configure and then select:

• Disable for all managed users
• Enable for all managed users (Default)
• Enable for select users and groups, and then enter one or more user names, email addresses, or groups
• Enable for everyone except select users and groups, and then enter one or more user names, email addresses, or groups

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Box AI for Files

Defines who can use Box AI. Select configure and then select:

• Disable for all managed users
• Enable for all managed users (Default)
• Enable for select users and groups, and then enter one or more user names, email addresses, or groups
• Enable for everyone except select users and groups, and then enter one or more user names, email addresses, or groups

Then select the agent capabilities you want to enable for the users and groups.

• Enable File Q&A — allow users to ask questions about the file content
• Enable File Metadata Autofill — allow users to extract metadata using the Standard and Enhanced Extract Agents in Box Preview
  • Enable references — allow users to locate the supporting information for extracted metadata values, highlighted in the source document
  • Enable confidence levels — allow users to see how confident Box Extract is in each extracted metadata value

References and confidence levels can be enabled independently. Both options are disabled by default.

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Box AI for Notes

Defines who can use Box AI. Select configure and then select:

• Disable for all managed users
• Enable for all managed users (Default)
• Enable for select users and groups, and then enter one or more user names, email addresses, or groups
• Enable for everyone except select users and groups, and then enter one or more user names, email addresses, or groups

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Box AI for Hubs

Defines who can use Box AI. Select configure and then select:

• Disable for all managed users
• Enable for all managed users (Default)
• Enable for select users and groups, and then enter one or more user names, email addresses, or groups
• Enable for everyone except select users and groups, and then enter one or more user names, email addresses, or groups

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Box AI APIs

Defines developer users who can extend Box AI capabilities via AI API to their organization’s ecosystem. Select configure and then select:

• Enable for all
• Disable for all

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Box AI for Official Box Integrations

Defines who can use Box AI. Select configure and then select:

• Disable for all managed users
• Enable for all managed users (Default)
• Enable for select users and groups, and then enter one or more user names, email addresses, or groups
• Enable for everyone except select users and groups, and then enter one or more user names, email addresses, or groups

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Box AI Studio Configurations

Defines who can use Box AI Studio. Select configure and then select:

• Enable for all
• Disable for all

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Box Extract

Box Extract is Box’s AI-powered solution for automatically and accurately extracting structured data from unstructured enterprise content at scale. Extracted data can be saved as metadata in Box or delivered through APIs to downstream systems and custom applications. Box Extract also enables users to create Custom Extract Agents, complete with sample documents, metadata templates, field settings, AI-powered instructions and prompts, choice of the Standard or Enhanced Extract Agent, extraction policy, and more. Custom Extract Agents can be applied to specific root/parent folders, as well as the subfolders within root/parent folders, to automate data extraction at scale. Enterprise admins can enable Box Extract for specific users and groups within the Admin Console after enabling Box AI. Users who have not been enabled with Box Extract do not see the Extract tab when they select Automate from the left-hand menu, and they cannot create an Extract Agent when they select New+ in Automate in the Box web UI. Enterprise admins can define which users or groups can use Box Extract by selecting Edit Configuration and then selecting:

• Disable for all managed users
• Enable for all managed users (recommended) (default)
• Enable for select users and groups, and then enter one or more user names, email addresses, or groups
• Enable for everyone except select users and groups, and then enter one or more user names, email addresses, or groups

You can only select groups that have a Permission Setting set to Admins Only. For details, see Creating and managing groups.