AI Receptionist for
Square
Connect your Square account to your AI chat agent so it can look up customers and check order and payment status on web chat, Facebook, Instagram, and WhatsApp.
How It Works
Get your Square AI Receptionist up and running in minutes.
Key Features
Everything your AI needs to handle Square inquiries like a pro.
Customer Lookup
Your AI searches Square customers by name, email, or phone number — reading purchase history, loyalty status, and contact details so a returning customer is recognized.
Order & Payment Status
A customer asking about a recent order or payment gets a read — your AI checks Square for transaction details, refund status, and receipt information.
Booking on Your Calendar
New appointments are booked on your connected calendar — Google, Outlook, or Cal.com — with real-time availability, not written into Square.
Read-Only by Design
The Square integration reads customer and order data; it does not modify orders, issue refunds, or read or change Square Appointments bookings.
AI Receptionist for Square Example Prompts
Copy and paste these prompts into your Square AI Receptionist prompt box to get started quickly.
"When a customer calls asking about an invoice, look it up in QuickBooks by their name or invoice number. Let them know the amount, due date, and current status — whether it is paid, overdue, or pending. If overdue, offer to help them make a payment."
Example 2 — Payment Confirmation:
"If a customer says they sent a payment, check QuickBooks to see if it has been recorded. If the payment shows up, confirm the amount and date received. If not, let them know it may take 1-2 business days to process and suggest they send a payment receipt for faster resolution."
Example 3 — Account Balance:
"When a customer asks about their account balance, look up their customer record in QuickBooks. Provide their current outstanding balance and list any open invoices with amounts and due dates."
See It in Action
Here's how your AI Receptionist for Square handles a real conversation.
Hi, I placed an order yesterday and I'm wondering if it's ready for pickup.
Happy to check. Can I get the email or phone number you used for the order?
Sure, it's maria@email.com.
Found it, Maria — a large arrangement ordered yesterday for $85, marked ready for pickup at our Main Street location. You can come by anytime during business hours today. Anything else?
That's perfect, thank you!
You're welcome, Maria — see you soon!
Frequently Asked Questions
Built for Online Stores
Your AI receptionist handles order and customer questions live — looking up orders, checking status, and capturing issues — without pulling you off the business.
For your firm
- Handle support at scale. Order-status and product questions are answered automatically, 24/7.
- Fewer interruptions. Routine queries are resolved without staff time.
- Logged and tracked. Every customer contact is captured for follow-up.
For your customers
- Instant order answers. Customers get real-time order and shipping status.
- Always open. Support is available outside business hours.
- Quick resolution. Issues are captured and routed to the right person.