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Connect Square so your agent can look up orders, send invoices and answer payment questions on calls.

Square runs payments, point of sale, invoicing and online sales for a lot of small businesses. With AgentCalls connected to Square, your agent can answer the questions customers call about most: whether an order was paid, what a balance is, and where a recent purchase stands. It can also send an invoice or payment link while the caller is still on the line. Connect Square with one click by signing in from the AgentCalls dashboard, and your agent works with your existing Square account and data.

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What your agent can do with Square

  • Look up a customer's recent orders and payment status during the call.
  • Send an invoice or payment link by text or email while the caller is on the line.
  • Check a customer record and balance before the agent answers billing questions.
  • Create a new customer profile when a first-time caller gives their details.
  • Follow up on unpaid invoices with a short outbound call and a fresh payment link.

Square exposes 122 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks if their order was paid

  1. Caller

    Hi, I placed an order on your site yesterday under Dana Reyes. Did the payment go through?

  2. Agent

    Yes, Dana. Your order for two ceramic planters and a shipping fee of $12.50 was paid yesterday at 4:18 PM. It is packed and will ship tomorrow.

  3. Caller

    Perfect, thank you. Can you send me the receipt?

  4. Agent

    Done. I sent the receipt to the email on your order.

Booking a payment for an invoice

  1. Caller

    I got an invoice for the kitchen repair but I want to pay over the phone.

  2. Agent

    I can help with that. I see invoice 1047 for $685.00, due on the 30th. Should I send you a secure payment link by text?

  3. Caller

    Yes, text it to the number I am calling from.

  4. Agent

    Sent. Once you pay, the invoice will show as paid in your account.

Outbound reminder for an unpaid invoice

  1. Agent

    Hello, this is calling for Oakline Dental. May I speak with Marcus?

  2. Caller

    Speaking.

  3. Agent

    Marcus, invoice 2290 for $140.00 from your visit on the 3rd is still open. Would you like me to text you a payment link now?

  4. Caller

    Yes, go ahead. I forgot about that one.

How to connect Square

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Square

    From Integrations in the dashboard, choose Square and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Square actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Square during the call or after it?

Both. During a call, your agent can look up orders, balances and invoices in Square and send payment links or receipts. It can also run follow-up calls after the call, such as reminders for unpaid invoices.

What do I need to connect Square?

You need an active Square account. Sign in to Square from the AgentCalls dashboard with one click, and your agent will use the account you approve. You can disconnect at any time from the same screen.

Which AgentCalls plan includes the Square integration?

Integrations, including Square, are included from the Growth plan. Plans below Growth do not include tool connections.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Square.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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