> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Box integration

> Connect Box as a knowledge source so the AI agent can search and reference files in Box folders when answering inquiries

Connect Box as a knowledge source. The AI agent can then search and reference files in the Box folders you specify when answering employee inquiries.

You sign in with your Box account and connect via OAuth.

<Note>
  AI Helpdesk requests permission to read and write all files and folders in Box (`root_readwrite`). As Box's "[Scopes (external site)](https://developer.box.com/guides/api-calls/permissions-and-errors/scopes/)" guide describes, the write permission is required to download file content.
  AI Helpdesk never modifies your Box files.
</Note>

## Prerequisites

<Info>
  * **Admin** role in AI Helpdesk is required
  * You need a Box account that can access the folders to import
  * Prepare the IDs of the Box folders to import
  * Knowledge sources must be initialized. If the **Knowledge sources** section shows the **Initialize Knowledge sources** button, click it and wait until initialization finishes
</Info>

<Warning>
  AI Helpdesk does not apply access permissions of Box folders or files. Files imported from the folders you specify can be used to answer questions from every employee in your organization who uses AI Helpdesk.

  Do not specify folders that contain sensitive files. For details, see [Set what to import](#crawl-scope).
</Warning>

<h2 id="connect">
  Connect Box
</h2>

<Steps>
  <Step title="Start connecting a source">
    Select **Settings** from the left navigation, then open the **Integration** tab.
    Click **Connect a source** in the **Knowledge sources** section and select **Box**.
  </Step>

  <Step title="Choose the connection method">
    Select **Authorize with Box**.
  </Step>

  <Step title="Authenticate with Box">
    Click the **Authorize with Box** button. You are redirected to the Box authorization page.
    Sign in with your Box account and grant access to AI Helpdesk.
  </Step>

  <Step title="Set the folders to import">
    After authorization, you return to AI Helpdesk and the **Configure Box** screen appears.
    Enter folder IDs in **Folder IDs to crawl**, then click **Save Settings** ([Set what to import](#crawl-scope)).
  </Step>

  <Step title="Start the first sync">
    Click **Start first sync**.
    To run the sync later, click **Skip for now**.
  </Step>

  <Step title="Confirm the connection">
    A Box row appears in the **Knowledge sources** section.
    When the sync finishes, the row's badge shows **Synced**.
  </Step>
</Steps>

<Info>
  Box cannot sync until you save at least one folder. You cannot click **Skip for now** on the **Configure Box** screen.

  If you close the screen without saving, the Box row shows a message that asks you to finish setup. Click **Edit Config** in the row's menu (**…**) and save the folder IDs.
</Info>

<h2 id="crawl-scope">
  Set what to import
</h2>

Set the following on the **Configure Box** screen when you connect.
To change the settings later, click **Edit Config** in the menu (**…**) of the Box row.

1. In **Folder IDs to crawl**, enter the IDs of the folders to import, one ID per line (at least one is required)
2. Under **File types to sync**, select at least one file extension to import. All extensions are selected by default
3. Click **Save Settings**

<Info>
  * Subfolders of the specified folders are imported too
  * You can choose from `pdf`, `doc`, `docx`, `txt`, `md`, `html`, `csv`, `xls`, `xlsx`, and `pptx`
  * Files in formats you did not select under **File types to sync** are not imported
  * Files larger than 25 MB are not imported
</Info>

<Warning>
  A single sync can import up to 3,000 items. If the files in the specified folders exceed this limit, the sync fails. Specify folders at a lower level to narrow the scope.
</Warning>

## Using Box with the AI Agent

Once connected, the AI agent includes Box in knowledge searches automatically.

The AI agent does not access Box each time it answers a question. Instead, it searches the content that each sync imports and indexes. Files you add or update in Box appear in search results after the next sync.

By default, the sync schedule is set to **Manual (default)**. With Manual, Box syncs only when you click **Sync Now**. You can find it in the menu (**…**) of the Box row in the **Knowledge sources** section. To sync automatically, open **Sync schedule** in the same menu and change it to **Every hour**, **Every 6 hours**, **Daily**, or **Weekly**. You need the AI Helpdesk **Admin** role to run a sync or change the sync schedule.

To explicitly reference Box in a Playbook step, use the `{{document_search}}` tool.

```markdown theme={null}
### Step 2: Search internal documents

Use {{document_search}} to find relevant procedures.
Include the IT manual folder in Box in the search.
```

## Check the sync history

To open the sync history, click the badge that shows the sync status of the Box row (such as **Synced**). You can also click **Sync history** in the row's menu (**…**).
For what each count in the sync history means, see "[Read the sync history](/en/ai-helpdesk/integrations/confluence#sync-history)" in Confluence integration.

## Disconnect Box

<Steps>
  <Step title="Open Knowledge sources">
    Go to **Settings** > **Integration** tab and open the **Knowledge sources** section.
  </Step>

  <Step title="Disconnect">
    Click **Disconnect** in the menu (**…**) of the Box row you want to disconnect.
    In the confirmation dialog, click **Disconnect**.

    For 5 seconds after you click the button in the dialog, you can click **Undo** in the notification to cancel the disconnection.

    <Warning>
      After disconnecting, the AI agent will no longer search Box. Synced content is removed on the next update.
    </Warning>
  </Step>
</Steps>

Disconnecting does not remove the access you granted on the Box side. If you no longer need it, revoke it in Box.

## Troubleshooting

**The row shows "Box connection expired. Please reconnect."**

Click **Edit credential** in the row's menu (**…**). Then click **Re-authenticate** in the confirmation dialog, and authorize with Box again.

**The row's badge shows "Sync failed"**

Check the error in the sync history. If the specified folders contain more than 3,000 files, open **Edit Config** in the row's menu (**…**). Then specify folders at a lower level.

**You cannot click "Sync Now" in the row's menu**

No folder IDs are saved. Click **Edit Config** in the row's menu (**…**) and save **Folder IDs to crawl**.

**Certain files do not appear in search results**

AI Helpdesk imports only files in the folders in **Folder IDs to crawl**, including subfolders. The files must also be in a format selected under **File types to sync**. Check the settings from **Edit Config** in the row's menu (**…**).

## Related pages

* [AI Helpdesk integrations overview](/en/ai-helpdesk/integrations/index)
* [Confluence integration](/en/ai-helpdesk/integrations/confluence)
* [Add knowledge](/en/ai-helpdesk/knowledge/adding)
* [Register playbooks](/en/ai-helpdesk/playbooks/creating)


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