When the edge starts failing, say so in chat before the complaints arrive.
Get more done with Tidio and Box integration
Share approved documents in chat and file what customers send straight into Box.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
API
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Box
Send the version that is current
The agent shares a Box link rather than an attachment, so a customer reads the document your team approved this week and not a copy from March.
Keep customer files where they belong
A document uploaded in Tidio is saved to Box under the right account folder, with the conversation it came from recorded against it.
Share without losing control
Box permissions and link expiry still apply, so a document sent in a chat can be revoked like any other.
Archive the conversation with the paperwork
Transcripts and their attachments can be stored in Box, so the record of a claim or a deal is complete in one place.
Overview
Box holds the documents your team is allowed to send: price lists, contracts, specs, onboarding packs. Connected to Tidio through Zapier or the Tidio API, an agent shares the current version from a conversation instead of hunting for an attachment, and a file a customer uploads lands in the right Box folder with the conversation recorded against it. Nothing important is left sitting in a chat transcript.
Key features
- Send the current document with a Box link that does not go stale after the next edit
- File what customers send into the Box folder that matches the account or the ticket
- Keep sharing under control using the Box permissions and link expiry your team sets
- Find the right file fast by searching Box from inside the conversation
Box
API
Tags
Custom Integration
Workflow Automation
How it works
Connect Box in minutes
1
Connect Tidio and Box
Link the two with Zapier, Make or the Tidio API, using a Box account scoped to the folders support should reach.
2
Choose folders and rules
Decide which documents agents can send and where files from a conversation are stored.
3
Work from the conversation
Documents go out and come back without leaving the chat, and Box keeps the versions.
Discover more integrations
All Integrations
Turn an alarm into a message to customers, and conversation volume into a metric.
Start the chat with the signed-in user already identified, and act on their account safely.
Stream conversation events into the pipeline the rest of your data already flows through.
Run your own code on a conversation and send the answer back into the chat.
Keep transcripts and the files customers send where the rest of your data lives.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Box integration
Do customers need a Box account?
No. They open a shared link, with whatever permissions and expiry you set in Box. Only your team works inside Box itself.
Where do uploaded files end up?
In the Box folder you map, usually by account, ticket or conversation. The Tidio conversation reference is stored with the file so the two can be matched later.
Is the Box integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Box integration.