Box
Connect your Box account to let Quin search files, create documents, and organize folders. Access stored information and manage your Box files directly through conversation.
Connect your Box account to let Quin access, create, and organize your documents. When you need information from stored files, Quin can search your Box and incorporate relevant content into responses. You can also ask Quin to create new files, rename documents, or organize files into folders, streamlining your document management.
How to set it up
- Go to Settings > Integrations
- Find Box and click Connect
- Sign in to your Box account when prompted
- Review the permissions Quin is requesting
- Click Allow to authorize the connection
After connecting, Quin can search your Box files, create new documents, and organize files and folders.
What to expect
After connecting Box, Quin can access your documents when you ask questions or request information that might be in your files. For example, if you ask "What did we decide about the Q4 budget?" and the answer is in a Box document, Quin searches your files and provides the relevant information. You can also ask Quin to create new files like "Create a project brief in my Client Work folder" or "Move the quarterly report to the Archive folder." Quin handles file creation, renaming, and organization without you needing to switch apps or manually navigate through folders.
How Quin uses your Box files
Quin accesses your Box files when relevant to your conversation. The system searches your documents based on your questions and pulls in pertinent information to provide accurate, context-aware responses. When you ask Quin to create files, it saves them to your Box in the location you specify or in your main Box folder by default. When organizing files, Quin can rename them, move them to different folders, or delete them as requested. Your existing files remain secure, and Quin only makes changes when you explicitly request them.
Troubleshooting
Quin can't find information that exists in my Box files
- Check that the file isn't restricted by special permissions
- Verify the file format is supported (common document types and PDFs)
- Try rephrasing your question with more specific keywords from the document
Quin can't create files or move documents to folders
- Verify you granted full Box permissions during setup, not read-only access
- Check that the target folder exists and you have permission to add files to it
- Go to Integrations and reconnect Box with full permissions
The connection shows as disconnected
- Go to Integrations and reconnect Box
- Check that you haven't revoked Quin's access in your Box Account settings
- Try disconnecting and reconnecting the integration
Quin is referencing outdated information
- Recent changes to Box files may take a few minutes to be reflected
- Try asking your question again if you just updated a document
- Verify you're looking at the correct version of the file in Box
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Contact us
If you need further assistance, our support team is here to help. Please email us at help@heyquin.io for immediate support.
