Agentic AI

Jun 26, 2025

Why Box’s AI Pivot, and Agentic AI - Is Your Team’s Competitive Wake-Up Call

Why Box’s AI Pivot, and Agentic AI - Is Your Team’s Competitive Wake-Up Call

Why Box’s AI transformation and the rise of agentic AI signal a turning point for enterprise teams, and what you must do now to stay ahead.

Why Box’s AI transformation and the rise of agentic AI signal a turning point for enterprise teams, and what you must do now to stay ahead.

Deepak Singla

IN this article

Box’s integration of enterprise-grade AI isn’t just a feature upgrade—it’s a clear signal that the future of work is AI-native. This article explores how organizations like Box, Shopify, and Duolingo are rethinking workflows, hiring, and compliance through embedded AI, and why simply surfacing knowledge is no longer enough. With agentic AI platforms like Fini, enterprises can go beyond chatbots and RAG-based systems to automate real actions, refunds, CRM updates, escalations—with full context, empathy, and compliance. Learn why this shift is critical across support, HR, finance, sales, and product, and get a step-by-step guide to make your team AI-competitive before it’s too late.

AI Isn’t Optional Anymore—It’s Operational

As Box adopts enterprise-grade AI with built-in Meta’s Llama and IBM’s watsonx, it’s no longer experimenting—it’s rewriting how work gets done. AI is not a future upgrade. It’s now a prerequisite for survival in modern enterprises.

If you’re still asking, “Should we try AI?”, your competitors are already miles ahead.

What Box Is Doing—and Why It Matters

Box is transforming from file storage to intelligent automation.

By embedding large language models directly into Box AI, the company is helping enterprises move from content management to content intelligence.

Key areas Box is transforming:

Old workflows—manual search, delayed tickets, rigid processes—are being replaced.

🔍 Still relying on manual document lookup or human escalation loops? You're operating at a disadvantage.

AI Fluency Is the New Workplace Currency

Across industries, AI adoption isn’t a trend—it’s a mandate:

  • Shopify includes AI proficiency in hiring and performance reviews

  • Duolingo slashed contractor reliance in favor of AI workflows

  • Box is upskilling teams around AI-native development environments

Teams are being hired, trained, and promoted based on how well they use AI tools in real time. If your workflows are still human-dependent by default, you’re falling behind on productivity and talent retention.

Why Content Discovery Isn’t Enough Anymore

Many companies are stopping at content-AI—using tools to find and surface answers. But the real business impact comes when AI can take action on that content.

What modern teams now expect from AI:

  • Process a refund from your billing system

  • Update records in a CRM like HubSpot or Salesforce

  • Respond to customers across chat, email, and social

  • Trigger diagnostics and escalate with full context

✅ Surfacing knowledge is useful. Taking compliant, governed action is transformative.

What Comes After Chatbots and RAG: Agentic AI

Traditional chatbots and even retrieval-augmented generation (RAG) tools are showing limitations. They don’t retain memory, handle edge cases, or execute backend actions reliably.

Enter: Agentic AI

A new class of AI systems that:

  • Retain context and user memory across sessions

  • Trigger real-world backend actions (like refunding, verifying, escalating)

  • Adapt to nuanced, multi-turn conversations

  • Improve continuously through learning loops

Box solves enterprise content intelligence.

Agentic AI platforms like Fini solve enterprise action intelligence.

Fini: Turning Your Content into Automated Resolution

Fini is the missing execution layer on top of your AI-enabled content stack.

Where Box organizes and governs knowledge, Fini turns that knowledge into action.

With Fini, support and ops teams can:

“Read and react” is outdated. With Fini, teams delegate and resolve.

Agentic AI Beyond Support: Use Cases Across Departments

AI-native workflows are transforming every function, not just CX.

Real-world examples by team:

  • HR: Resume screening, onboarding workflows, candidate feedback automation

  • Finance: Expense reconciliation, fraud detection, report generation

  • Legal: Policy reviews, smart contract creation, compliance audits

  • Sales: Lead scoring, outbound sequencing, follow-up nudges

  • Product: Feedback triage, user research synthesis, roadmap suggestions

Agentic AI doesn’t just answer questions. It moves processes forward.

CX and Support Teams: You’re Already in the Hot Seat

Support is the proving ground for AI transformation.

Why?

  • Customers expect real-time, accurate responses

  • Legacy systems cause friction, delays, and drop-offs

  • Traditional chatbots lack context and empathy

How Fini helps CX teams lead the AI shift:

Proof in the Market: AI-Native Startups Are Winning

Today’s most efficient companies are born AI-first.

But even mature organizations can make the shift—if they move fast and move smart.

Lessons from the field:

  • Klarna faced backlash for over-automating, then rebalanced

  • Box is getting it right by starting with trusted content, then layering in governed actions

The takeaway: Start where trust lives (content). Then scale with action and governance.

4 Steps to Start Winning with AI (Today)

Step

What to Do

1. AI Audit

Identify where humans are repeating tasks AI can now handle

2. Governance Check

Ensure tools are secure, explainable, and compliant

3. Build Agentic Capabilities

Go beyond chatbot Q&A—use platforms like Fini to trigger real actions

4. Prove ROI

Measure gains with CSAT, resolution time, automation %, and cost savings

The Cost of Waiting Is Growing

LLMs and agentic AI aren’t future tech, they’re already shaping how your competitors operate.

With Box and Fini in tandem, your organization can:

  • Enable fast, accurate decisions without waiting on humans

  • Improve customer experience while reducing overhead

  • Scale operations without scaling headcount

  • Build AI workflows that are secure, explainable, and trusted

The age of manual, reactive work is ending. The age of AI-powered, action-oriented workflows is here.

👉 Book a Demo with Fini - See how agentic AI transforms your support, operations, and beyond.

FAQs

FAQs

FAQs

AI Adoption & Enterprise Strategy

1. Why is Box’s shift to AI being called a wake-up call for enterprises?
Box is not merely adding AI features—it’s rebuilding enterprise workflows around AI-native principles. By embedding LLMs like watsonx and Llama into content governance, automation, and compliance, Box is setting a precedent: if your company isn’t operationalizing AI across core processes now, it risks falling behind competitors that are.

2. What does “AI-first” actually mean for modern teams?
“AI-first” means AI is no longer optional. It must be part of hiring, performance, and workflow design. Teams are expected to default to AI tools before adding headcount or expanding manual workflows. This is about reimagining how work gets done—not just adding tools, but changing foundational structures.

3. How are companies like Shopify and Duolingo enforcing AI mandates?
Shopify requires teams to demonstrate why AI can’t do the job before hiring new employees. Duolingo eliminated contractors for tasks AI can manage and has made AI use part of performance reviews. These policies reflect a growing norm where AI skills and usage are baked into job expectations.

4. Is this transition limited to tech companies?
No. AI-first mandates are expanding into finance, retail, logistics, and professional services. As AI becomes embedded in productivity tools and CRMs, even traditional enterprises must adapt or risk inefficiency and obsolescence.

5. What are the risks of not acting on enterprise AI adoption now?
The biggest risks include higher operational costs, delayed customer responses, poor employee productivity, and inability to scale. Moreover, lagging in AI adoption can damage employer branding and talent acquisition as more professionals seek AI-enabled workplaces.

The Evolution from Chatbots to Agentic AI

6. Why are chatbots considered obsolete in this new AI era?
Chatbots are limited by rigid scripts and shallow integrations. They can't retain context across sessions, handle multi-intent interactions, or trigger backend actions. Agentic AI, like Fini, overcomes these limitations by being proactive, context-aware, and outcome-driven.

7. What’s the problem with traditional RAG (Retrieval-Augmented Generation) in customer support?
RAG often fails to maintain dialogue context, handle real-world variability, or trigger actions. It focuses on surfacing documents rather than executing resolutions—resulting in partial answers and escalations instead of end-to-end resolution.

8. What is Agentic AI and how is it different?
Agentic AI refers to systems that don’t just respond—they act. It retains memory, understands user intent, executes backend actions (like issuing refunds or updating CRMs), and improves with every interaction. It’s the evolution of AI from passive Q&A to dynamic task execution.

9. How does Fini embody agentic AI principles?
Fini doesn’t stop at answering queries—it resolves them. It integrates with enterprise systems, executes multi-step actions, remembers past interactions, and applies business logic to deliver real-time, secure, and empathetic customer service.

10. Why is agentic AI considered the future of enterprise automation?
Because it closes the loop. Agentic AI doesn’t just suggest solutions—it implements them. This leads to higher resolution rates, reduced agent load, and dramatically better customer experiences at scale.

How Box and Fini Work Together

11. What role does Box play in the AI enterprise stack?
Box provides the secure, governed content layer. With Box AI, enterprises can extract insights from documents, ensure compliance, and manage knowledge assets. It’s the foundation for safe, enterprise-grade AI operations.

12. How does Fini complement Box’s AI efforts?
While Box structures and governs enterprise content, Fini activates it. Fini uses this content to power conversations that resolve customer issues, trigger workflows, and personalize experiences—all while maintaining compliance.

13. Can Fini use Box-managed content securely?
Yes. Fini is built with enterprise-grade security in mind, compatible with SOC 2, GDPR, and HIPAA standards. It respects content permissioning, redaction policies, and audit trails—making it safe to integrate with Box.

14. Is Fini a replacement for Box AI?
No. Fini and Box AI are complementary. Box is designed to organize and govern enterprise knowledge. Fini is designed to act on it—through customer conversations, backend actions, and support automation.

15. What happens when you combine Box + Fini?
You get both secure, governed knowledge and real-time resolution capabilities. This combo enables enterprises to reduce ticket volume, increase agent productivity, and deliver world-class support experiences while maintaining control and compliance.

Impact on CX Leaders and Customer Teams

16. How are customer support teams impacted by this AI evolution?
Support teams must now deliver 24/7, multilingual, instant responses—without increasing headcount. AI is no longer just a helper; it’s a necessity. Fini allows these teams to resolve >80% of tickets autonomously, improving CSAT while reducing operational costs.

17. What metrics should CX leaders track to measure AI impact?
Key metrics include ticket deflection rate, first contact resolution (FCR), average handle time (AHT), CSAT, and escalation rate. Fini’s platform includes analytics to benchmark and optimize these KPIs.

18. Can agentic AI handle complex, multi-turn conversations?
Yes. Unlike chatbots or RAG tools, agentic AI maintains conversation history, understands follow-ups, and adapts responses. Fini excels in real-world scenarios like subscription changes, payment failures, and multi-step troubleshooting.

19. Is human escalation still possible with Fini?
Absolutely. Fini supports intelligent handoffs with full context, so human agents receive clean, categorized tickets with user history and AI recommendations—making their jobs easier and faster.

20. How should CX leaders begin adopting agentic AI like Fini?
Start by identifying repeatable support tasks, integrating with your existing CRMs (like Zendesk, HubSpot, Intercom), and measuring quick wins (e.g., reduced response times, improved CSAT). Fini offers white-glove onboarding to help CX teams hit the ground running.

Deepak Singla

Deepak Singla

Co-founder

Deepak is the co-founder of Fini. Deepak leads Fini’s product strategy, and the mission to maximize engagement and retention of customers for tech companies around the world. Originally from India, Deepak graduated from IIT Delhi where he received a Bachelor degree in Mechanical Engineering, and a minor degree in Business Management

Deepak is the co-founder of Fini. Deepak leads Fini’s product strategy, and the mission to maximize engagement and retention of customers for tech companies around the world. Originally from India, Deepak graduated from IIT Delhi where he received a Bachelor degree in Mechanical Engineering, and a minor degree in Business Management

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