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BoxSign AI Assistant

How to use AI for the best BoxSign experience

Updated at July 13th, 2023

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Table of Contents

How to enable AI Activating your rule with AI How to have AI send files on its own 1. Create a rule with a preselected file template 2. Give your rule a name that makes sense for the template file How to override the template file

Empower your BoxSign eSignature with AI for truly effortless BoxSign'ing.

The following video shows two ways of using AI with BoxSign:

  1. Requesting AI to send an attached file for eSignature, and
  2. Asking that AI send a specific file for signing without an email attachment.

 

 

How to enable AI

To enable AI, simply check the “Activate with AI” box in your Mail2Sign rule.

 

Activating your rule with AI

Once saved you can activate the rule by simply adding text to your email, like…

AI, please send the attached file for signature.

You must address your AI as either “AI” or your name of choice configured in your settings section (coming soon).

Make sure that Mail2Sign gets your email by putting Mail2Sign in copy (e.g., Cc: go@sign.mxhero.com) 

 

To use an AI enabled Mail2Sign rule, you must copy Mail2Sign (go@sign.mxhero.com) and have text requesting that AI send the attached file for signature.

 

How to have AI send files on its own

For even more flexibility, instead of attaching documents for signature to your email, you can have your AI send documents directly. To do this:

1. Create a rule with a preselected file template

For example, here we have set a template file…

 

2. Give your rule a name that makes sense for the template file

The AI will try to match your rule name to the text request put in the email. 

For example, here we name the rule “NDA”…

 

When the AI sees a request like …

AI, please send our NDA to Tom for signature.

the AI will use this rule, and not another rule named, “Sales Contract”, for example.

A rule named “Sales Contract” will not be triggered if the request was to send an “NDA”.

 

How to override the template file

If you want to send a slightly edited version of the NDA, or Sales Contract, simply attach those files to your email. The AI will first look at the file names of any attached files and see if they match the rule's name.

For example, you send an email and attach a file called “Sales Agreement.docx”, the AI will activate your “Sales Contract” rule, but use the attached file “Sales Agreement.docx” instead of the rule's template file for BoxSigning.

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