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Let your agent find, share and organize Box files during the call.

Connect Box and your agent can work with the files your team already stores and shares. During a call it can look up a document, check who has access, create a shared link and send it to the caller by text or email. It can also tag files with classifications, so sensitive material is labeled the way your business expects. Setup takes one click from the AgentCalls dashboard. Your agent only uses the Box actions you allow.

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What your agent can do with Box

  • Find files and folders by name and share the right link during a call
  • Create shared links for files, folders and web links and send them to the caller
  • Add classifications to files and folders to label sensitive content
  • Allow collaboration with specific email domains, such as your client companies

Box exposes 284 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for a signed contract

  1. Caller

    Hi, this is Dana Mitchell from Brightline Dental. Can you send me the service agreement we signed last spring?

  2. Agent

    Sure, Dana. I found Brightline Service Agreement 2024 in your Contracts folder. Do you want me to send you a secure link by email?

  3. Caller

    Yes please, to dana@brightlinedental.com.

  4. Agent

    Done. The link is on its way to dana@brightlinedental.com and it will stay active for 30 days.

Customer asks about a warranty document

  1. Caller

    Hello, I bought a heater from you in January. Where can I find the warranty?

  2. Agent

    Thanks for calling. Can I have the name on the order, please?

  3. Caller

    Tom Reyes.

  4. Agent

    Thank you, Mr. Reyes. I have the warranty sheet for the Halden 40 heater. I can text you a link to download it now.

Follow-up after a site visit

  1. Agent

    Hi, this is calling from Coastline Builders about the Harbor Street project. Is this Mrs. Okafor?

  2. Caller

    Yes, speaking.

  3. Agent

    I have the revised floor plans ready in your project folder. Would you like me to send you a view-only link?

  4. Caller

    That would help. Send it to my work email.

  5. Agent

    Sent to ngozi.okafor@harborhomes.co. Anything else you would like me to add to the file?

How to connect Box

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Box

    From Integrations in the dashboard, choose Box and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Box actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

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All Documents, notes & files integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can search Box, create links and send them while the caller is on the line. It can also run actions after a call, such as adding a classification to a file once the conversation is done.

What do I need to connect Box?

You need a Box account and permission to sign in from the AgentCalls dashboard. Click Connect on the Box page, sign in with your Box account and approve access. No technical setup is required.

Which plan includes Box?

Box is included from the Growth plan. Integrations are not available on the Starter plan.

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Put your agent to work with Box.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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