July 16, 2024
Here's how Loman's AI Receptionist integrates with Square POS to improve restaurant operations:
To set up the integration:
FeatureLoman's AISquare POSCalls✓Orders✓✓Payments✓Insights✓
This integration helps restaurants work faster, be more productive, and make customers happier.
Before connecting Loman's AI Receptionist and Square POS, make sure you have these things ready:
To use Loman's AI Receptionist:
For your Square POS to work with Loman's AI:
ItemRequirementAccountSquare POS account with payment processorHardwareSquare POS terminal or mobile deviceInternetStable connectionSoftwareLatest Square POS update
To let Loman's AI and Square POS work together:
Make sure you complete these steps before trying to connect the two systems.
Now that you have your Loman's AI Receptionist account and Square POS system ready, let's connect them. Here's how to do it:
To connect Square POS:
After linking accounts:
StepAction1Get API keys from Loman's AI Receptionist2Copy the API keys3Paste them into the right spots in the integration settings
This lets Loman's AI Receptionist safely use your Square POS data.
Now that you've linked Loman's AI Receptionist with Square POS, let's set up data sync between them. This step makes sure both systems work well together and share correct information.
Pick which data to share between Loman's AI Receptionist and Square POS. This could be menu items, prices, orders, or customer info. Think about:
You can choose instant sync or batch sync:
TypeDescriptionBest forInstant syncUpdates data right awayBusinesses that need up-to-date info all the timeBatch syncUpdates data at set timesBusinesses with lots of data or slow internet
Think about:
Sometimes, Loman's AI Receptionist and Square POS might have different info. Here's how to handle that:
After setting up data sync between Loman's AI Receptionist and Square POS, let's make the AI's responses match your restaurant's style.
To make the AI sound like your restaurant:
To help the AI talk about your food:
If you serve customers who speak different languages:
FeatureSteps to ChangeAI Responses1. AI settings
2. Response Customization
3. Edit text
4. SaveMenu Phrases1. AI settings
2. Menu Item Phrases
3. Add new phrases
4. SaveLanguages1. AI settings
2. Language Settings
3. Add languages
4. Translate
5. Save
These changes will help your AI Receptionist sound more like your restaurant and serve more customers.
This section explains how Loman's AI Receptionist works with Square POS to handle orders.
When a customer orders, the AI Receptionist:
The AI Receptionist sends this info to Square POS:
InformationDescriptionOrder typeDine-in, takeout, or deliveryMenu itemsWhat food and how muchChangesAny special requestsPaymentHow the customer will pay
The AI uses special codes to send this info safely to Square POS.
The AI Receptionist can handle changes to orders:
It can also suggest food based on what customers liked before.
This section explains how to set up payments using Loman's AI Receptionist and Square POS. We'll cover adding payment options, connecting to Square's payment system, and keeping payments safe.
To add ways for customers to pay:
To link Square POS with the AI Receptionist:
StepAction1Open WISK Web Portal2Click your user icon, then "Venue Settings"3Click "Edit" next to POS Type4Choose Square from the dropdown menu5Click "Set up" to finish
After linking, the AI can send payment info to Square POS.
The AI uses special codes to send payment info safely. To protect payments:
These steps help keep your customers' payment info safe when they order through the AI Receptionist.
When connecting Loman's AI Receptionist with Square POS, you might run into some issues. Here's how to fix them:
If the data doesn't match between Loman's AI and Square POS:
If you still have problems, try connecting again or ask Loman's AI support for help.
If Loman's AI can't talk to Square POS:
If it's still not working, look at the Square POS error messages or ask Loman's AI support for help.
When you change Square POS or Loman's AI, you might need to update how they work together:
StepAction1Look at what you changed in Square POS or Loman's AI2Change the connection settings in Loman's AI3Test to make sure it's working right
Here's how to make Loman's AI Receptionist and Square POS work well together:
Before connecting Loman's AI Receptionist and Square POS:
Keep an eye on how well the integration is working:
To keep everything running smoothly:
TaskWhy It's ImportantUpdate Loman's AIGets new features and fixesUpdate Square POSKeeps security strongCheck for issuesStops small problems from getting big
Connecting Loman's AI Receptionist with Square POS helps your business run better. Here's how:
BenefitDescriptionBetter Customer ServiceAI answers quickly and takes orders easilyFaster WorkStaff can focus on important tasksFewer MistakesOrders go straight to the kitchen correctly
As Loman's AI and Square POS keep improving, you might see:
These changes could help you serve customers better and run your business more smoothly.
To add an employee to Square POS:
You can also add a team member in the Square Point of Sale app by tapping Team.
Yes, you can change how the AI talks. You can:
If Loman's AI and Square POS aren't working together:
If it still doesn't work, ask Loman's AI support for help.
TaskHow It's DoneOrdersSends order details to Square POSChangesCan handle special requestsPaymentsUses Square's payment system
Using Loman's AI with Square POS helps your business by:
BenefitHow It HelpsBetter serviceAI answers quicklyFaster workStaff can do other tasksFewer mistakesOrders go straight to kitchen
Enter your information in the form to receive a call from Loman and place an order like a customer would!
