Dropbox + 365agents: send files and reference documents during the call

365agents connects natively to Dropbox via OAuth. Your AI agent references Dropbox-stored knowledge and can send specific files to callers — brochures, price sheets, product specs — directly during the conversation.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to Dropbox via OAuth. Your AI agent references Dropbox-stored documents as part of its knowledge base and can send specific files — brochures, price sheets, product specs, policy docs — to callers via a Dropbox share link during or after the call.

What this makes possible

  • File-backed knowledge — AI answers from specific Dropbox files

  • On-demand file delivery — caller asks for a brochure; AI sends a Dropbox link by SMS

  • Central docs library — spec sheets, pricing, terms, any documentation available during calls

  • Live updates — updated Dropbox files immediately affect AI responses

  • Permission-aware — AI only accesses folders you explicitly authorize

How a real call flows

  1. Caller: "Can you send me your pricing?"

  2. AI identifies the right Dropbox file (price sheet PDF)

  3. AI sends a Dropbox share link via SMS during the call

  4. Caller receives and can open the file on their phone immediately

How to connect

  1. Admin dashboard → Integrations → Dropbox

  2. "Connect" and sign in with your Dropbox account

  3. Authorize specific folders for the AI to access

  4. Configure which documents the AI can share

  5. Test with a call

Who this is for

  • Businesses using Dropbox Business as their primary file storage

  • Service businesses with printable marketing collateral

  • Teams that keep operational docs in Dropbox rather than Google Drive

Related

Get started

Book a demo — we'll connect Dropbox during onboarding.