Curate a support collection
Choose files that answer recurring support questions while excluding contracts and personnel records.
Plan a Box knowledge connector for selected customer-support files, with clear ownership, access checks and approval before AI use.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
Choose files that answer recurring support questions while excluding contracts and personnel records.
An employee’s permission to read a Box file is not permission to publish its contents to customers.
The proposed sync must retire deleted or inaccessible material and record the source of every imported document.
Define the data, permissions and destination before putting the workflow in front of customers.
Have a content owner select the initial support files and define which are public-safe.
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
Use one restricted file and one approved document to test that only approved information reaches customers.
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
Use one restricted file and one approved document to test that only approved information reaches customers.