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Import files and folders from Box into your Knowledge Base so your Agents and Workflows can search and reference them when generating answers.

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Connect your account

1

Open Connected Apps

Click your name in the bottom-left of the sidebar, then click the settings icon to open Settings. Select Connected Apps.
Cassidy sidebar showing the account settings popup
2

Connect Box

Locate Box in the list and click Connect Box.
Connected Apps page showing Box with a Connect Box button
3

Grant access

Sign in to your Box account if prompted, then review the permissions and click Grant access to Box to authorize Cassidy.
Box authorization page showing permissions Cassidy is requesting with a Grant access to Box button
4

Confirm the connection

Box now shows as Connected in your Connected Apps list.
Connected Apps list showing Box with a Connected status and Disconnect button

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Import Box content

1

Select Box as the source

Navigate to your Knowledge Base, click Sync From Integrations, and select Sync from Box.
Knowledge Base Sync From Integrations dropdown showing Sync from Box option
2

Select files and folders

Browse your Box account, select the files or folders you want to import, then click Import.
Import Documents from Box dialog showing folders with checkboxes
Imported content syncs automatically on a regular schedule. Learn more about sync schedules and options.

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Next steps

Automate Box with Workflows

Trigger Workflows from file events and automate file operations.

Explore the Knowledge Base

Learn how to organize and manage your imported content.