Explore the demo01
Connect your account
Find Square in the InsertChat app catalog and authorize the account you want to use.
Payments
Connect Square to your AI front desk.
Connect your Square account in the InsertChat app and choose the customer, booking, and lookup actions your assistant can use. The connection does not take payments or issue refunds.
Answer order and booking questions with Square details
A customer asks about an order, an invoice, or an existing appointment. With the Square actions you enable, your assistant can find the customer, look up orders, payments, invoices, subscriptions, and payment links, and search your catalog. For Square bookings, it can search availability and look up, update, or cancel an existing booking. It can also create and update customer profiles.
How to set up Square with InsertChat
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Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
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Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
Connect the rest of your front desk
Scheduling
Connect your calendar so your front desk can help with appointments. Keep bookings linked to the customer and the conversation that started them.
Explore Scheduling
Contacts
Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.
Explore Contacts
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. See the conversation, the customer, and what needs your attention.
Explore Shared inboxNo. The Square actions available to your assistant look up payments, orders, invoices, subscriptions, and payment links. They do not charge a card, create a payment, or issue a refund, so hand payment changes to your team.
Not through Square. Your assistant can search booking availability and look up, update, or cancel an existing Square booking, but creating a new booking is not a supported action. Handle new appointments with your InsertChat scheduling setup or your team.
It uses the Square account you authorize in the InsertChat app, with that account’s own permissions. Enable only the customer, booking, order, and catalog actions your workflow needs. Connected services such as Square may have their own charges.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.