Your AI Agent Runs Square in the Chat

Send payment links, manage subscriptions, process refunds, and look up invoices. Boei's agentic AI calls the Square API on the fly and works across web chat, WhatsApp, email, and SMS.
✓Payment links + subscriptions✓Refunds, cancels, updates✓You pick which actions are on
Start Free Trial

Enterprise? Schedule a demo →

from 159 reviews

Square Capabilities

What Your AI Agent Can Do With Square

Boei's agentic AI calls the Square API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Send a payment link

The agent calculates the total from your pricing rules and sends a Square checkout link inside the chat.

Can I get a quote for the Pro plan?
For 5 seats on the Pro plan that's $245. Here's your secure payment link from Square.

Process a refund

The agent looks up the charge in Square, applies your refund policy, and issues the refund right in the conversation.

Can I get a refund? I forgot to cancel.
Refunded $49 to your card via Square. It'll show up in 5-10 business days.

Cancel a subscription

After verifying the customer, the agent cancels the Square subscription and confirms in the chat.

I want to cancel my subscription
Cancelled in Square effective May 31. You'll keep access until then and won't be billed again.

Look up an invoice

The agent fetches past invoices from Square and emails the right one without opening a ticket.

Can you send me the invoice for March?
Sent. Square invoice #INV-1042 ($49.00) is on its way.

Need something else? Tell the AI in plain English. The agent figures out the right Square API call and runs it live.

One Conversation Replaces Three Phone Calls

If you run a salon, repair shop, consulting practice, or any service business, you know the routine. Someone calls to ask about pricing, you check your calendar, you quote a price, they say they will call back. Half of them never do. The ones who do call back start the whole conversation over again.

With Boei connected to Square, your AI chatbot handles all of this in a single conversation. The visitor asks about your services, the AI explains options and pricing, checks availability through Square, books the appointment, and collects the deposit or full payment. The customer record is created in Square automatically with all the details from the chat.

This is not a simple booking form. Boei's AI understands context. If someone asks "I need a haircut and color for Saturday afternoon," the AI knows to check Saturday availability, quote the combined price, and book the right time slot. It handles the conversation like your best front-desk employee would.

From Website Visit to Booked and Paid

Your AI receptionist works around the clock

1

Visitor Asks About Your Services

Someone visits your website and starts chatting about what you offer, pricing, or availability. The AI answers based on your business information.
2

AI Books and Charges via Square

The AI checks your Square calendar for availability, books the slot, and creates a payment link for the deposit or full amount.
3

Customer Record Created Automatically

A new customer profile appears in Square with the visitor's name, contact info, appointment details, and payment status.
4

You Get Notified

You receive a notification with the booking details and payment confirmation. The appointment is already on your calendar.

What Service Businesses Do With Boei + Square

Payment Creation From Chat

The AI creates Square payment links during conversations. Visitors pay for products or services without navigating away from the chat. Works for one-time and recurring payments.

Invoice Sending

For larger jobs or B2B services, the AI generates and sends a Square invoice directly. The customer receives it by email with a link to pay online.

Customer Record Creation

Every chat interaction creates or updates a customer profile in Square. Contact details, preferences, and conversation history are captured automatically.

Appointment + Payment Bundling

The AI books an appointment and collects a deposit in one seamless flow. No separate emails, no manual invoicing. The visitor confirms, pays, and the booking is locked in.

Frequently Asked Questions

What types of businesses benefit most from this?

Service businesses that take appointments and payments, such as salons, spas, repair shops, consultants, tutors, personal trainers, and cleaning services. Any business where someone needs to ask questions before booking and paying.

How does Boei connect to Square?

Through webhooks. Boei's AI agent makes API calls to Square during chat conversations to create payments, invoices, or customer records. You configure the webhook connection in your Boei dashboard.

Can the AI handle complex service pricing?

Yes. You define your pricing rules, and the AI calculates totals based on the conversation. For example, it can quote different prices for a basic haircut versus a cut plus color, or adjust pricing for weekday versus weekend appointments.

Does this sync with my existing Square catalog?

The AI can reference your Square catalog through webhook calls to look up item prices, check availability, and create orders using your existing products and services.

What Boei plan do I need for Square integration?

Webhook integrations require the Growth plan at $49/month (annual billing). This gives you 3 chatbots, 7,000 AI credits, and the API access needed for Square webhook calls.

Can visitors reschedule or cancel through the chat?

Yes. Returning visitors can ask to change or cancel their appointment. The AI looks up their booking via Square, checks new availability, and updates the appointment accordingly.

Your AI Receptionist That Never Calls in Sick

Book appointments, collect payments, and create customer records, all from one chat conversation powered by Square.

Start Free Trial

Enterprise? Schedule a demo →

✓ 7-day free trial • ✓ No credit card required • ✓ Works with any Square account