Square

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Overview

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About Square

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Transform Your Square Store with AI

• 🚀 Boost Sales - AI converts browsers into buyers with personalized recommendations
• ⏰ 24/7 Availability - Never miss a sale, even at 3 AM
• 💬 Multi-Channel Commerce - Sell on WhatsApp, Instagram, Facebook, Website
• 🎯 Smart Upselling - AI suggests complementary products naturally
• 📊 Real-Time Inventory - Access live stock levels from Square
• ⚡ Instant Service - No waiting, no phone calls, just instant answers
• 🛒 Reduce Cart Abandonment - AI guides customers through checkout
• 💰 Higher Cart Values - Intelligent product recommendations

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What Square E-commerce Offers

• 💳 Payments - Accept payments anywhere
• 🏪 Point of Sale - Retail and Restaurant POS
• 🌐 Online Stores - E-commerce websites and profiles
• 📦 Inventory - Real-time stock management
• 💰 Banking - Checking, savings, loans, credit cards
• 📊 Analytics - Business insights and reporting
• 👥 Customer Engagement - Loyalty, marketing, directories

• 🛍️ Retail (clothing, home & gift, grocery)
• 🍽️ Food & Beverage (restaurants, cafes, food trucks)
• 🎪 And many more

• Square Terminal, Register, Handheld
• Contactless readers, Kiosks, Stands

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Prerequisites

1. Active Square Account - Sign up at squareup.com

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Integration Setup

1

Navigate to Lua Square Auth

Open your browser and go to: https://auth.heylua.ai/square/auth

This secure OAuth flow connects your Square account to Lua without sharing your password.

2

Sign In to Square

Click “Sign in with Square” or “Continue with Square” Enter your Square account credentials: - Email address - Password - (Two-factor authentication if enabled)

Screenshot: Square login form showing email and password fields

Using Square with multiple businesses? Don’t worry - you’ll select which one to connect in the next step.

3

Select Your Business (If Applicable)

If your Square account manages multiple businesses, you’ll see a selection screen. Choose the business you want to connect to your Lua agent.

Screenshot: Business selection screen showing multiple Square locations/businesses

Managing multiple businesses? You can connect different Lua agents to different Square locations. Just repeat this process for each agent/business combination.

4

Grant Permissions

Square will display the permissions that Lua needs to function.Lua requires access to:

• 📦 Products & Inventory (for product search and availability),
• 🛒 Orders (for order creation and tracking),
• 👤 Customer Info (for personalized service),
• 💳 Payments (for checkout links)

Review the permissions and click “Allow” or “Authorize”

Screenshot: Square OAuth permission screen listing required access scopes with “Allow” button

About Permissions: Lua only requests the minimum permissions needed to help your customers. Your payment details and sensitive business data remain secure with Square.

5

Integration Complete!

You’ll be redirected to your Lua Admin Dashboard Your Square integration is now active and ready to use!

Screenshot: Lua admin dashboard showing successful Square integration

Success! Your Lua agent can now access your Square catalog, inventory, and order data in real-time.

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What Your Agent Can Do

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Use Cases by Industry

Customer: "Do you have this dress in medium?"

Agent: [Searches Square inventory]
       "Yes! The blue sundress is available in medium. 
       We have 3 in stock. Would you like to order it?"

Customer: "Yes please"

Agent: [Creates Square order]
       "Perfect! I've added it to your cart. 
       Here's your checkout link: [Square Checkout]
       You can pick it up today or have it shipped!"

Customer: "I need a wine that pairs well with salmon"

Agent: [Searches Square wine catalog]
       "Great choice! For salmon, I recommend:
       - Pinot Noir ($28) - Classic pairing
       - Chardonnay ($32) - Buttery notes
       - Sauvignon Blanc ($24) - Crisp and light
       
       Would you like to know more about any of these?"

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Multi-Channel Sales

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Disconnecting Square Integration

1

Open Square Dashboard

Log into your Square account at squareup.com

2

Navigate to App Integrations

Click on Settings in the left sidebar Select App Integrations from the settings menu

Screenshot: Square Settings showing App Integrations section with Lua Assistant listed

3

Find Lua Assistant

Scroll through your connected apps to find “Lua Assistant” or “Lua”

4

Disconnect App

Click the three dots (⋮) on the right side of the Lua Assistant row Select “Disconnect App” from the dropdown menu Confirm the disconnection when prompted

This will immediately stop your Lua agent from accessing Square data. Your agent will no longer be able to search products, check inventory, or create orders.

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Real-World Examples

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Troubleshooting

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Best Practices

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Pricing & Square Plans

• ✅ Square Free - Basic POS
• ✅ Square Plus ($29/month) - Advanced features
• ✅ Square Premium ($69+/month) - Multi-location, advanced features

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Next Steps