Connecting a Box account

This step-by-step guide explains how to connect a Box account to your Dialpad knowledgebase.

Get your Box configuration URL (Step 1/3)

In Dialpad, go to AI Agents > AI Agent Management, open the agent you want to configure, go to its Documents tab, then click Configure sources and hit Connect next to Box.

This opens the Connect Box account drawer. At the top there’s a Box configuration URL field with a copy icon — copy it now, you’ll need it (and its origin) in the next step.

Create and configure your Box application (Step 2/3)

Navigate to your Box developer console and click New App.

Name your application and, under App Type, choose User (“For apps where users link their Box accounts”). This is required — Dialpad’s integration uses per-user OAuth authorization, not the Server (service-account) app type.

Open the app you just created and go to its Configuration tab. Under OAuth 2.0 Redirect URIs, paste the Box configuration URL you copied in Step 1.

Under Application Scopes, check both Read all files and folders stored in Box and Write all files and folders stored in Box — Box requires Read to be enabled before it lets you enable Write.

Under CORS Domains, paste just the origin of the Box configuration URL — scheme and host only, no path, query string, or trailing slash (e.g. https://console.us.karehq.com, not the full .../ingestion/box/return?origin=... URL).

Click Save. Back on the Configuration tab you’ll find your Client ID and Client Secret — you’ll need both in the next step.

Authorize your Dialpad account (Step 3/3)

Back in the Connect Box account drawer, fill in the rest of the form:

• Client ID and Client Secret: the OAuth 2.0 credentials from the Box app’s Configuration tab.
• Folder URL: the ID of the Box folder Dialpad should import — paste it after the https://app.box.com/folder/ prefix shown in the field. It’s the number at the end of the folder’s URL in your browser, e.g. for https://app.box.com/folder/123456789 paste 123456789. Leave it as 0 to import your entire Box account (usually not what you want).
• Labels: pick or type labels to tag every resource imported from Box.
• Allow downloading files: lets users download files, instead of only viewing them online through Box.
• Allow public access to files: by default only Box users in your organization can access imported files; enable this to share them publicly.
• Import web links: also imports web links bookmarked in your Box account.
• Custom user agent: Dialpad identifies itself to websites as KareBot when downloading a page; change this if needed.

Click Connect. Box will handle the authorization prompt, and once it succeeds your files will start importing into Dialpad.