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.
InsertChat connects to Square so your AI front desk can look up, create, and update customers, search orders, payments, invoices, subscriptions, and catalog items, check booking availability, and update or cancel existing bookings. It can’t take payments, issue refunds, or create new Square bookings.
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.
What your assistant can do in Square
- Look up, create, and update customers
- Search orders, payments, invoices, subscriptions, and catalog items
- Check booking availability, and look up, update, or cancel bookings
- Retrieve payment links
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
How to set up Square with InsertChat
02
Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
03
Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
How businesses use Square with InsertChat
Illustrative examples. Answers depend on the knowledge you add; actions depend on the connections and permissions you turn on.
Move a Square appointment by phone
A client calls to push her color appointment to Thursday. The assistant checks Square availability and updates the booking.
Salons & spas use cases
Answer pickup order questions
A guest calls about a pickup order. The assistant searches your Square orders and tells them where it stands.
Restaurants use cases
Check grooming availability
An owner asks about open groom times. The assistant searches Square availability and passes the new booking request to your team.
Pet grooming & pet stores use casesConnect the rest of your front desk
Scheduling
Your front desk offers open times, books the one the customer picks, and moves or cancels it later, on calls, website chat, and texts. Every booking stays linked to the customer and the conversation.
Explore Scheduling
Contacts
Your AI assistant saves each customer’s details from calls, chats, texts, and emails. Your team sees the history, open tasks, and next appointment in one record.
Explore Contacts
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inboxRelated guides and comparisons
More integrations
All integrations ↗
No. 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.
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