Square + 365agents: phone payments into your Square account

365agents connects natively to Square via OAuth. Your AI agent takes phone payments securely via PCI-compliant DTMF masking or tokenized checkout links — and the resulting transactions land in your Square dashboard alongside your in-person and in-app sales, using your existing Square customer records, items, and reporting.

What this makes possible

• PCI-compliant phone payments into your Square account

• Invoice against Square items / catalog — AI matches what the caller wants to specific catalog items

• Customer record sync — known numbers tie to existing Square customers

• Appointments + payment together — if you use Square Appointments, the AI can book and collect deposit in one flow

• Unified reporting — phone transactions show up in your Square reports, no separate reconciliation

How a real call flows

• Caller books an appointment and agrees to pay a deposit

• AI collects payment — DTMF for keypad entry, or SMS a Square checkout link

• Square processes the payment, applies it against the caller's customer record

• Transaction visible in Square dashboard; appointment visible in Square Appointments

• AI confirms both actions on the call

How to connect

1. Admin dashboard → Integrations → Square

2. "Connect" with your Square account

3. Authorize payments, customers, and catalog access

4. Map AI payment flows (DTMF or link-based)

5. Test with a call

Who this is for

• Small businesses that use Square as their primary POS

• Service businesses (salons, spas, fitness, personal services) running on Square Appointments

• Restaurants and specialty retailers

• Any business where Square is the commerce hub

Related

• Stripe + 365agents

• PCI DSS SAQ D

• Can an AI take payments over the phone?

Get started

Book a demo — we'll connect Square during onboarding.