Payments & billing · Integration

Square dashboards and chat alerts in Qik Office

Build live Square dashboards from payments, orders, locations and post Square events into the room’s chat as cards your team can act on. The AI project manager in your room sets it up, tests it on real data and hands it to you ready to use.

DashboardsChatTested setupLive events

Payments room

Chat · 8 members · AI Project Manager

Threads
AR

Arjun 9:41

Shipping the checkout work today 🚀

Square just now

PaymentSquare

$2,400.00 from Northwind Traders

Plan
Business annual
Method
Card
Open in SquareMake a taskAsk agent

Square just now

Payment failedSquare

$180.00 from Globex

Reason
Card declined
Retry
Tomorrow
Open in SquareMake a taskAsk agent
What Square brings

Square, where your team already works

Revenue, renewals and refunds become numbers on a live dashboard and moments in the finance room’s chat.

AI dashboards

Live Square dashboards

Payments, orders and locations from your Square seller account. Revenue per month, active subscriptions, churn and refunds.

What the agent reads

  • Payments
  • Orders
  • Locations
  • 61 chart types, from headline numbers and trends to funnels, maps and pivot tables
  • Join Square with your rooms and other apps in one query
  • Read live, or keep a synced table refreshed hourly or daily
  • Sign in on Square’s own screen and approve the access Qik asks for.
About AI dashboards

Chat apps

Square in the room’s chat

Payments, failed charges, refunds, new subscriptions and cancellations. Live: Square sends each event to Qik the moment it happens.

The agent reads Square’s webhook and API docs and lists every event it offers. You switch on the ones the room should see.

  • Filters per event, such as branch, project, label or amount
  • A card, a compact line or a digest, with your own wording
  • Updates to the same item reply in one thread
  • Every card: Open in Square, Make a task, Ask agent
About Chat apps
How it connects

Connect Square in minutes

Qik has already written and tested the Square setup, so the agent starts from it.

  1. 01

    Ask the agent

    Name the app in any agentic room. The AI project manager starts from Qik’s tested setup, or reads the app’s official docs and writes one.

  2. 02

    Sign in once

    A guided sign-in card shows where to make the key and the smallest permission it needs. Keys are sealed in the vault; the agent never sees them.

  3. 03

    Pick and test

    Choose your own projects, boards or accounts from a list. The connection is tested on real data before anything is kept.

  4. 04

    Go live

    Dashboards draw their charts; chat apps stay a draft until a room owner or host presses Go live. Edit events and charts any time.

Ask the agent

Say it in a sentence. The room does the rest.

Type any of these to the AI project manager in an agentic room. It picks the setup, shows the sign-in card and lets you choose your own accounts and projects from a list.

  • Revenue per month from Square
  • Post failed Square payments into the finance room
  • New subscriptions this week from Square
Safe by design

Connected with care, controlled by your admins

Keys sealed in the vault

Every key and sign-in is encrypted in Qik’s vault. The agent works with a handle and never sees the key itself.

Sent only to the app

A key goes only to the hosts it was made for. A recipe naming any other address is refused before a request leaves Qik.

Read, never written back

Qik reads from your apps and leaves their data as it is. The one thing a chat app adds is its own webhook, removed when you delete the app.

Your office, your rules

Company admins switch any app off for the whole office or allow listed apps only. Every member can mute an app’s posts for themselves.

Payments & billing

Works well beside Square

All Payments & billing integrations
Questions

Square and Qik Office, answered

Ask the AI project manager in any agentic room, for example “Revenue per month from Square”. The agent prepares the connection, shows a sign-in card, tests it on real data and hands you a draft. For chat, a room owner or host presses Go live when the events look right.

Square integration

Bring Square into your AI Office

Unlimited agentic rooms and AI project managers on every plan. Start free and ask the agent to connect it.