AI Agent for Square

How It Works

Get your Square AI Agent up and running in minutes.

1

Log into the Client Portal and assign Square to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts answering calls with live Square data — customer lookups, order status, and payment information.

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 — pulling up purchase history, loyalty status, and contact details instantly during calls.

Order & Payment Status

Callers can ask about recent orders and payments. Your AI checks Square for transaction details, refund status, and receipt information.

Appointment Access

If you use Square Appointments, your AI can look up upcoming bookings, check availability, and help callers manage their scheduled visits.

Multi-Location Support

Running multiple locations? Your AI accesses the right Square location data based on the caller's context, so answers are always accurate.

Get Started ▶ Hear a real call

AI Agent for Square Example Prompts

Copy and paste these prompts into your Square AI Agent prompt box to get started quickly.

Example 1 — Invoice Status:
"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."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for Square handles a real conversation.

Caller

Hi, I placed an order yesterday and I'm wondering if it's ready for pickup.

AI Agent

I'd be happy to check on that. Can I get the email address or phone number you used for the order?

Caller

Sure, it's maria@email.com.

AI Agent

I found your order, Maria. You ordered a large arrangement yesterday for $85. It's marked as ready for pickup at our Main Street location. You can pick it up anytime during business hours today. Would you like anything else?

Caller

That's perfect, thank you!

AI Agent

You're welcome, Maria! We'll see you when you come by. Have a great day!

Frequently Asked Questions

Does it access my full Square account?

Your AI uses read-only access to look up customers, orders, and payments for the location you configure. It cannot modify orders, issue refunds, or access financial reports.

Does it work with Square Online?

Yes. Orders placed through Square Online, Square POS, or any other Square channel are all accessible through the integration.

Can it handle multiple locations?

You configure one location per AI agent. If you have multiple locations, each can have its own AI agent connected to the appropriate Square location.

Does it support Square Appointments?

Yes. If you use Square Appointments, your AI can look up booking details and check appointment status for callers.

Is my data secure?

Your Square access token is stored encrypted and is only used during live calls to fetch the data needed to help callers. No data is stored or cached between calls.