Square
Customers ask about invoices, orders, and payment disputes. Your AI agent accesses Square in real time, retrieves order details, checks invoice status, and manages dispute evidence. Payment support becomes instant and available around the clock.
From order lookups to dispute management, your AI agent handles Square payment inquiries during live customer conversations without waiting for a support agent.
Square
Real scenarios where AI agents resolve payment questions, invoice inquiries, and dispute challenges through Square, reducing support load and response times.
A customer messages 'Can you tell me what I ordered last Tuesday?' Your AI Agent retrieves their Square order by ID, shows the line items, quantities, and total amount, then confirms the fulfillment status. The customer gets their answer in seconds. Your support team avoids another routine lookup ticket.
Your team receives a chargeback with a 7-day response window. Your AI Agent retrieves the Square dispute, compiles the existing evidence, and submits additional text evidence with transaction details and customer acknowledgment records. Evidence reaches the card issuer's bank well before the deadline without frantic email chains between your team and Square dashboard.
A business owner asks 'Which invoices are still unpaid for our downtown location?' Your AI Agent lists all Square invoices for that location ID, filters for unpaid status, and returns client names with outstanding amounts and due dates. The owner sees exactly who needs a follow-up, turning a 20-minute dashboard session into a 15-second answer.
Square
FAQs
The agent uses Square's Orders API to fetch order data by order ID. When a customer asks about a purchase, the agent retrieves line items, discounts, taxes, fulfillment details, and total amounts in real time. The data comes directly from your Square account during the conversation.
The agent can retrieve dispute details, list and manage evidence, and submit evidence to the card issuer's bank. You control whether the agent accepts disputes or challenges them. For evidence submission, the agent can upload files or add text descriptions before the bank's deadline.
If using OAuth, Tars requests CUSTOMERS_READ, CUSTOMERS_WRITE, MERCHANT_PROFILE_READ, and MERCHANT_PROFILE_WRITE scopes. For invoice and order access, the corresponding scopes are requested during authorization. You control exactly which permissions to grant through Square's OAuth consent screen.
No. Tars queries Square's APIs in real time during conversations. Order details, invoice statuses, and dispute information are fetched on demand and used only for the current response. No payment data is cached or stored separately.
The agent can cancel payments that are still in APPROVED status before they have been completed. Once a payment is completed, cancellation is no longer available through the API. For completed payments, a refund workflow would be needed instead.
Square's messaging is limited to its own ecosystem. Tars AI Agents work across your website, WhatsApp, SMS, and other channels while connecting to Square and 600+ other tools. The agent can combine Square payment data with information from your CRM, helpdesk, or shipping provider in a single conversation.
Yes. The list invoices endpoint requires a location ID, so the agent can retrieve invoices for any specific location. If a business owner manages multiple stores, they can ask about invoices for each location individually. The agent handles the location filtering automatically.
Yes. The agent can list, create, update, test, and delete webhook subscriptions. This means you can configure Square to notify your systems when payments are created, orders are updated, or disputes are opened, keeping your integrations in sync with Square events.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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