Your Voice Agent Connected to Square
Orders verified, clients identified, payments initiated — by phone.
Our AI voice agent integrates with Square to access client profiles, verify ongoing orders, consult the product catalog and initiate payments — all directly during the call, without human intervention.
Key Benefits
Discover how this feature transforms your business
Clients Identified Automatically
The agent identifies the caller in Square Customers by their phone number and personalizes the conversation based on their purchase history.
Orders Consulted in Real Time
A client calls to track an order? The agent checks Square Orders live and gives them the exact status of their order instantly.
Product Catalog Accessible
The agent knows your Square catalog (products, prices, availability) and can answer questions or take phone orders.
Payment Links Generated
For orders or outstanding balances, the agent generates a Square payment link sent by SMS for the client to finalize in seconds.
Loyalty Program Consulted
The agent can check the client's Square loyalty points and mention them during the call to encourage repeat purchases.
Square Appointments Integrated
For businesses using Square Appointments, the agent can check and create reservations directly in Square during the call.
How It Works
A simple and effective process, set up by our experts
You Share Your Square Credentials
During onboarding, you provide your Square API access. Our team configures the connection and imports your catalog and client data.
We Configure Call Scenarios
Our team defines what the agent can do: order tracking, order taking, loyalty check, reservation creation, payment initiation.
The Agent Responds to Your Clients
A client calls to track an order or place a new one? The agent checks Square in real time and responds with real data from your account.
Square Is Updated Automatically
New orders created, reservations added, payments initiated — everything is recorded directly in Square without double entry.
Supported Square Modules
Our integration covers the main Square modules:
- Square Customers — caller identification and profile
- Square Orders — order tracking and creation
- Square Catalog — product and price consultation
- Square Appointments — appointment booking and modification
- Square Invoices — invoice sending by SMS link
- Square Loyalty — loyalty point consultation
Square Payment Security and Compliance
Our approach guarantees the security of all exchanges:
- No credit card data collected by the voice agent
- Payments are finalized on Square's secure infrastructure
- PCI DSS compliance ensured by Square
- Connection via official Square OAuth 2.0
- Read-only or read/write access based on your needs
Industry Use Cases
Tailored to the specific needs of each sector
Frequently Asked Questions
Related Features
Explore our other solutions to maximize your productivity
Ready to Connect Square to Your AI Voice Agent?
Share your Square access and our team configures everything. Your clients will be able to track their orders, book and pay by phone from the first call.