Website and commerce
Help customers connect with the business behind Square
Square can sit at the center of a local business, from its product catalog to its appointments and sales. Bob helps customers ask questions and reach the appropriate next step using the Square workflows your business has enabled.
Bob connects the in-person or online request to the Square customer, order, or appointment your team runs.
Bring everyday business questions into one conversation
The useful starting point is the job your customer needs done: understand an item, check an authorized order, or arrange a service. Office 168/52 can connect that request to the relevant Square tools instead of treating every Square account as if it uses the same products.
Workflows
Use the right catalog context
Consult permitted item or service information to help explain the options your business offers.
Support an existing customer
Use enabled customer and order lookups to prepare an appropriate answer or service handoff.
Guide a booking workflow
For businesses with a supported Square Appointments setup, help gather the service and scheduling details needed for the next step.
Example workflow
Example workflow
A salon customer asks which service to book and whether their usual provider is an option. Bob explains approved service descriptions and collects the preference. The enabled scheduling path can then handle availability or prepare the appointment request for staff.
Illustrative example, not a live execution log.
Connection and setup
Connect Square, identify the relevant business locations and Square products, and enable only the catalog, order, customer, or booking actions your workflow needs.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Does connecting Square enable every Square product?
No. Products, permissions, subscriptions, and implemented tools determine which workflows are available.
Can Bob take payment details in chat?
Use the business’s approved payment flow. Customers should complete payment through the appropriate secure payment interface rather than typing card details into a conversation.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
Get started with Square
Tell us how your front office handles this job today. You send the message when you are ready.