A Gleap custom agent can read Square customers, orders, payments and invoices through Composio and update customer profiles and groups. It helps shops, restaurants and service businesses that sell through Square and answer customer questions in Gleap.
What a Gleap agent can do in Square
- Find the customer: Search Customers and Retrieve Customer find the buyer by email or phone and return their profile.
- Check an order: Search Orders and Retrieve Order show the items, totals and state of the customer’s recent orders.
- Confirm a payment: List Payments returns payments for a location and time range, so the agent can match a charge the customer asks about.
- Answer invoice questions: Get Invoice and List Invoices show an invoice’s status and due date.
Example: A charge the customer does not recognize
A customer writes in Gleap that they see an unknown charge from your business. The teammate asks the agent to check. The agent searches Square for the customer, finds an order from their last visit and matches the payment amount and date. The teammate explains the charge, or escalates to the owner if nothing matches.
How to connect Square
- In Gleap, open AI & Automation > Agents and select a custom agent, or create one.
- In its Tools section, click Add tool and search for “Square”.
- Pick Square under More integrations and click Connect Square.
- Sign in to Square in the popup and approve access.
- Open the new Square tool and switch off every action the agent does not need, such as Cancel Payment or Bulk Delete Customers.
- Tell the agent in its instructions when to use Square, then test it in chat.
Custom agents are included in the Team, Pro and Enterprise plans. Kai Support can use connected apps as tools on Team, Pro and Enterprise. Kai Code, also on those plans, can use Square in coding sessions once you add it under Settings > MCP in Kai Code.
FAQ
Does Gleap integrate with Square?
Yes, through Composio. A Gleap custom agent can read and search customers, orders, payments and invoices and manage customer profiles, groups and custom attributes. Square data is read when the agent runs, not synced into Gleap.
What can a Gleap AI agent do in Square?
It answers purchase and billing questions with the customer’s actual Square records and keeps customer profiles current. Refunds and cancellations stay with your team.
Which Gleap plan includes the Square integration?
Kai Support and Kai Code can use the Square toolkit on Team, Pro and Enterprise; custom agents that use it are on Team, Pro and Enterprise. Kai Support answers customers, so switch on only actions that are safe in a customer conversation. Connect the Square account that owns the locations the agent should look at. AI usage is billed separately; see pricing.
Can the agent cancel payments or invoices?
Cancel Payment voids an approved payment and Cancel Invoice stops further payments on an invoice. Both affect money and the customer, so switch them off or require an Ask for a decision card first.
