Box as a File Data Source
This topic describes how to use a Box Data Source with the File Data options and OAuth authorization credentials.
The Box Data Source, when you connect it using the File Data setup, now supports these key features:
Multiple Folder Ingestion: You are no longer limited to ingesting files from a single Box folder at a time. In the Data Source configuration, you can now enter multiple Box Folder IDs separated by commas in the Folder Id parameter. This allows you to include content from several specific folders within a single data source.
Recursive Folder Crawling: A new Enable Recursion checkbox has been added to the Box connector configuration. When selected, the connector will automatically crawl and ingest supported files from all sub-folders nested within the specified Folder IDs. This eliminates the need to manually add every sub-folder ID individually, when you want to include nested content.
OAuth Client Credentials Authentication: For enhanced security and alignment with standard Box integration practices, we now support the OAuth Client Credentials authentication method for your Box Integration. This option provides a secure way for server-to-server communication between Aisera and Box.
This connection configuration gives you:
Increased Flexibility: Easily ingest data from multiple, non-contiguous folders and their sub-folders.
Simplified Configuration: Reduce manual effort by specifying multiple folders and enabling recursion instead of creating numerous data sources or listing every single folder ID.
Comprehensive Data Coverage: Ensure you capture all relevant files from deeply nested folder structures within Box.
Prerequisites
To pull records from a data source, you need to create an Aisera Service User account that needs a minimum of Read-only or Read-Write access to the User, File, and/or Knowledge Article tables. The Aisera Service User needs to log into your data source system to pull data from the pre-mapped User, File, and/or Knowledge Article fields. Your Aisera team can use test knowledge articles to ingest and then determine the specific fields that are mapped, if your data source administrators want to restrict the access of the Aisera Service User account to only those fields.
Create a Box Account for the Aisera Service User:
Log in to the Box UI.
Navigate to the Dev Console under your Account Settings.
Create a new Platform App.
Use Custom App.
Select the Oauth User (this should be the Aisera Service User).
Generate Credentials:
For OAuth applications, generate the following credentials:
Client ID
Client Secret
IMPORTANT: Specify the Redirect URI where users will be sent after authorization (this is crucial for the OAuth flow).
https://{{yourtenant}}.login.aisera.net/?id=aisera.oauth.oauthCommand
Define Scopes: specify the necessary scopes within the Platform App settings window, based on your use case.
Enable the following options:
Write All files and Folders Stored in Box
Manage Enterprise Properties
Choose Save.
Copy the ClientID, but keep this tab open for the integration steps.
Authorize the Application
Go to Box Admin.
Click Integration.
Click Platform Apps Manager.
Click + in the upper right corner.
Paste in the ClientID.
Choose OK.
Confirm.
Box Integration Setup
Navigate to Settings > Integration > + New Integration to create an integration between your Box application and the Aisera Gen AI platform, using the OAuth 2.0 Client Credentials Grant.
Choose Box from the list of Integrations.
Select OAuthClientCredentials and enter the OAuth parameters.
Add the Data Source
Navigate to Settings → Data Sources → + New Data Source.
Choose the File Data option, instead of the regular Box connector option.
Select Cloud Files. You can now see the integrations that are available for your tenant.
Choose the Box integration that you created in Step 2.
After you enter the integration, you can see the updated Folder Id parameter where you can enter comma-separated Data Source IDs.
Data Source ID You can find the Data Source ID on the lower right side of the Data Source Details window. (Settings >Data Source > open the data source).
Note that Folder Id is a required field.
Enable the Enable Recursion checkbox if you want to include sub-folders.
Use the default configuration for the rest of the Configuration parameters.
Zendesk Community Posts Integration
You can now leverage the Generic Connector to ingest Community Posts (and their associated comment) directly from your Zendesk instance into your Aisera Gen AI tenant instance as Knowledge Base Articles.
The Community Post Integration allows you to:
Expand Your Knowledge Base: Bring valuable discussions and solutions from your Zendesk community forums into Aisera, making this knowledge accessible for AI-powered answers and automation.
Capture Richer Content: Ingest both the original community post and all its comments, providing a comprehensive view of the conversation and potential solutions.
To set up the Zendesk Community Integration:
Create an Aisera Service User for your Zendesk application, if you don’t already have one.
Use Settings > Integration > + New Integration to create an integration between your Zendesk application and your Aisera Gen AI platform instance, using the Generic Connector.
Choose Generic from the list of Integrations.
Specify the authorization option that you use with your Zendesk instance.
Navigate to Settings → Data Sources → + New Data Source.
Choose the Generic API Data Source option.
Specify Knowledge Base Learning as the function for your Data Source.
Configure the data source to connect to your Zendesk instance.
Specify the endpoints for the Community Posts and comments.
This integration helps you unlock more knowledge from your support ecosystem, enhancing the overall effectiveness of your Aisera Gen AI platform.
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