Build a sales RFP answer bank with Box Hubs and AI

Sales Content/
├── RFP Responses/
│   ├── 2025-Q1-Acme-RFP-Response.pdf
│   ├── 2024-Q4-Enterprise-Security-RFP.docx
│   └── 2024-Q3-Healthcare-Compliance-RFP.pdf
├── Proposals/
│   ├── Enterprise-Platform-Proposal-Template.docx
│   └── Mid-Market-Proposal-Template.docx
├── Competitive Intelligence/
│   ├── Competitor-Comparison-Matrix.xlsx
│   └── Win-Loss-Analysis-Q1-2025.pdf
└── Pricing/
    ├── Enterprise-Pricing-Guide.pdf
    └── Volume-Discount-Schedule.xlsx

mkdir sales-rfp-hub && cd sales-rfp-hub

python3 -m venv .venv
source .venv/bin/activate

pip install box-sdk-gen python-dotenv

BOX_CLIENT_ID=your_client_id
BOX_CLIENT_SECRET=your_client_secret
BOX_USER_ID=your_box_user_id
SALES_CONTENT_FOLDER_ID=your_sales_content_folder_id

import os
from box_sdk_gen import (
    BoxClient,
    BoxCCGAuth,
    CCGConfig,
)

def get_box_client() -> BoxClient:
    config = CCGConfig(
        client_id=os.getenv("BOX_CLIENT_ID"),
        client_secret=os.getenv("BOX_CLIENT_SECRET"),
        user_id=os.getenv("BOX_USER_ID"),
    )
    auth = BoxCCGAuth(config=config)
    return BoxClient(auth=auth)

import os
from dotenv import load_dotenv
from box_sdk_gen import (
    BoxClient,
    FolderReferenceV2025R0,
    HubItemOperationV2025R0,
    HubItemOperationV2025R0ActionField,
)

from box_client import get_box_client

load_dotenv()

def create_sales_hub(client: BoxClient) -> str:
    hub = client.hubs.create_hub_v2025_r0(
        "Sales RFP Answer Bank",
        description=(
            "Curated library of approved proposals, RFP responses, "
            "competitive intelligence, and pricing materials for the sales team."
        ),
    )

    print(f"Created hub: {hub.title} (ID: {hub.id})")
    return hub.id

def add_content_to_hub(
    client: BoxClient, hub_id: str, folder_id: str
):
    client.hub_items.manage_hub_items_v2025_r0(
        hub_id,
        operations=[
            HubItemOperationV2025R0(
                action=HubItemOperationV2025R0ActionField.ADD,
                item=FolderReferenceV2025R0(id=folder_id),
            )
        ],
    )
    print(f"Added folder {folder_id} to hub {hub_id}")

def main():
    client = get_box_client()

    hub_id = create_sales_hub(client)

    sales_folder_id = os.getenv("SALES_CONTENT_FOLDER_ID")
    add_content_to_hub(client, hub_id, sales_folder_id)

    print(f"\nSales Hub ready. Hub ID: {hub_id}")
    print("Share this hub with your sales team or embed it in your CRM.")

if __name__ == "__main__":
    main()

python create_hub.py

from dotenv import load_dotenv
from box_sdk_gen import (
    BoxClient,
    CreateHubCollaborationV2025R0Hub,
    CreateHubCollaborationV2025R0AccessibleBy,
)

from box_client import get_box_client

load_dotenv()

def add_hub_collaborator(
    client: BoxClient,
    hub_id: str,
    user_email: str,
    role: str = "viewer",
):
    collaboration = client.hub_collaborations.create_hub_collaboration_v2025_r0(
        CreateHubCollaborationV2025R0Hub(id=hub_id),
        CreateHubCollaborationV2025R0AccessibleBy(
            type="user", login=user_email
        ),
        role,
    )
    print(f"Added {user_email} as {role} to hub {hub_id}")
    return collaboration

def main():
    client = get_box_client()

    hub_id = "YOUR_HUB_ID"  # Replace with the hub ID from Step 4

    sales_reps = [
        "rep1@example.com",
        "rep2@example.com",
    ]

    for email in sales_reps:
        add_hub_collaborator(client, hub_id, email, role="viewer")

if __name__ == "__main__":
    main()

from dotenv import load_dotenv
from box_sdk_gen import (
    BoxClient,
    CreateAiAskMode,
    AiItemAsk,
)

from box_client import get_box_client

load_dotenv()

def ask_sales_question(
    client: BoxClient, hub_id: str, question: str
) -> str:
    response = client.ai.create_ai_ask(
        mode=CreateAiAskMode.SINGLE_ITEM_QA,
        prompt=question,
        items=[
            AiItemAsk(
                type="hubs",
                id=hub_id,
            )
        ],
    )

    return response.answer

def main():
    client = get_box_client()

    hub_id = "YOUR_HUB_ID"  # Replace with the hub ID from Step 4

    questions = [
        "What is our standard SLA for enterprise support?",
        "How do we handle data residency requirements for EU customers?",
        "What security certifications do we hold?",
        "What discount tiers are available for 500+ seat deals?",
    ]

    for question in questions:
        print(f"\nQ: {question}")
        answer = ask_sales_question(client, hub_id, question)
        print(f"A: {answer}")

if __name__ == "__main__":
    main()

python query_hub.py

sales-rfp-hub/
├── .env
├── .venv/
├── box_client.py
├── create_hub.py
├── manage_access.py
└── query_hub.py

python -c "from box_client import get_box_client; client = get_box_client(); user = client.users.get_user_me(); print(f'Authenticated as: {user.name} ({user.login})')"

python create_hub.py

Created hub: Sales RFP Answer Bank (ID: 12345678)
Added folder 987654321 to hub 12345678

Sales Hub ready. Hub ID: 12345678

python query_hub.py

from box_sdk_gen import (
    BoxClient,
    FolderReferenceV2025R0,
    HubItemOperationV2025R0,
    HubItemOperationV2025R0ActionField,
)

def refresh_hub_content(
    client: BoxClient, hub_id: str, new_folder_id: str
):
    """Add a new content folder to the hub."""
    client.hub_items.manage_hub_items_v2025_r0(
        hub_id,
        operations=[
            HubItemOperationV2025R0(
                action=HubItemOperationV2025R0ActionField.ADD,
                item=FolderReferenceV2025R0(id=new_folder_id),
            )
        ],
    )
    print(f"Added folder {new_folder_id} to hub {hub_id}")

def remove_outdated_content(
    client: BoxClient, hub_id: str, old_folder_id: str
):
    """Remove a folder from the hub."""
    client.hub_items.manage_hub_items_v2025_r0(
        hub_id,
        operations=[
            HubItemOperationV2025R0(
                action=HubItemOperationV2025R0ActionField.REMOVE,
                item=FolderReferenceV2025R0(id=old_folder_id),
            )
        ],
    )
    print(f"Removed folder {old_folder_id} from hub {hub_id}")