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Box Integration

Import documents and files from your Box account to train your SiteGPT chatbot. Perfect for enterprise teams using Box as their secure cloud storage for support documentation and knowledge base content.

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Prerequisites

  • A Box account (Personal, Business, or Enterprise)
  • Access to the files and folders you want to import
  • Owner or Editor permissions on the SiteGPT chatbot

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Connecting Box

1

Navigate to Training

Go to your chatbot dashboard and click the Training tab
2

Add Data Source

Click Add Data Source and select Box
3

Authenticate

Click Connect Box and sign in with your Box credentials. Grant SiteGPT permission to read your files.
4

Select Content

Browse your Box account and select:
  • Individual files
  • Entire folders (all supported files within)
  • Shared folders you have access to
5

Start Training

Click Import Selected to begin training. SiteGPT will process each file and add the content to your chatbot’s knowledge base.

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Supported File Types

File TypeExtensions
Documents.doc, .docx, .txt, .rtf
Spreadsheets.xls, .xlsx, .csv
Presentations.ppt, .pptx
PDFs.pdf
Markup.html, .md, .markdown
Box Notes✅ Supported
Box Notes are automatically converted and imported. Other proprietary Box formats are also supported.

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Best Practices

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Organize Your Content

Create a dedicated folder structure for chatbot training: 
📁 Support Content/
  ├── 📄 FAQ.pdf
  ├── 📄 Getting Started.docx
  ├── 📁 Product Guides/
  │   ├── 📄 Feature Overview.docx
  │   └── 📄 Advanced Settings.pdf
  └── 📁 Troubleshooting/
      ├── 📄 Common Issues.docx
      └── 📄 Error Messages.pdf

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Security Considerations

  • Watermarked files: Watermarks are preserved but don’t affect text extraction
  • Encrypted files: Cannot be imported (decrypt before importing)
  • Retention policies: Ensure content you import is approved for external use

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Keep Content Fresh

  • Re-import regularly: Sync your Box content periodically to capture updates
  • Use Box’s version history: Ensure latest versions are uploaded
  • Remove outdated content: Clean up old files before re-importing

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Troubleshooting

  • Verify you have at least Viewer access to the files
  • Check that files are in supported formats
  • Ensure files aren’t in a restricted or external folder
  • Try importing smaller batches of files
  • Check for very large files (>100MB may take longer)
  • Ensure your Box connection is still valid
  • Box Notes should import automatically
  • If issues persist, export as PDF and re-import
  • Check that the Note isn’t shared with restricted permissions

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Box Enterprise Features

For Box Business and Enterprise accounts:
  • Collaboration folders: Import content from shared collaborative folders
  • Admin capabilities: Admins can connect organization-wide folders
  • Metadata: File metadata is preserved in import logs
  • Compliance: SiteGPT respects Box’s governance and retention policies
Enterprise admins can restrict which apps can access Box content. If you can’t connect, check with your IT administrator.