If your team stores documents, guides, or policies in Box, you can connect it directly to Outlearn. Your agent will be able to draw on that content when answering questions - without you having to copy anything manually.

In this article, you'll learn:

• What happens when you connect Box
• How to connect your Box account 
• How to manage the connection after it's set up

What Gets Connected

When you connect Box, Outlearn syncs the files and folders you authorize and uses them as a source of answers. Your files stay exactly where they are - Outlearn reads them, it never modifies or moves them.

Supported file types include documents, spreadsheets, and text files. Files in unsupported formats will be skipped.

How to Connect Box

1. Go to the Sources tab.
2. Click + Add Knowledge.
3. In the Add Knowledge Sources modal, click Cloud Storage in the left panel.
4. Select Box.
5. Log in to your Box account when prompted and authorize Outlearn to access your files.
6. Follow the on-screen steps to select which files or folders to sync and set accessibility.

After Connecting

Once connected, Box will appear in your Sources list. Outlearn will keep it in sync automatically as your files change.

From the Sources list you can:

• Change accessibility using the dropdown next to the source.
• Toggle it on or off using the In Use toggle.
• Resync manually using the three-dot menu to force an immediate update.
• Delete the connection using the three-dot menu if you no longer need it.

Best Practices

• Only connect folders or files that are relevant to the questions your agent will be answering - connecting your entire Box adds noise and can dilute answer quality.
• Use Internal accessibility for files containing sensitive company information that shouldn't be shared with public users.
• If you reorganize or rename files in Box, trigger a manual resync to make sure the changes are reflected in your agent.