POS Integrations
Connect Square or Clover so the AI can send phone orders directly to your point-of-sale system.
Overview
POS integration lets the AI send orders placed over the phone directly into your point-of-sale system. The order appears in Square or Clover the same way an in-person register order would, ready for your kitchen or staff to fulfill.
Open this page at: ai.i118.com/app/pos
POS integration is optional. If you do not use a POS or handle orders manually, skip this page. The AI can still take orders and send them via your configured Notifications without a POS connection.
POS integration is not available for all organization types. If your organization type does not support POS, you will see a warning banner instead of the connection options. Contact support if you believe your sub organization should have POS access.
POS integrations are generally free to connect. Exception: Clover requires an Essentials plan or above.
Which organization types have POS?
The POS page is only available to Restaurant and Retail organization types:
| Organization Type | POS Page | Appointments Page | Where Appointment Settings Live |
|---|---|---|---|
| Restaurant | Yes | No | Business Info & Instructions + POS page (once connected) |
| Retail | Yes | No | Business Info & Instructions + POS page (once connected) |
| Contractor | No | Yes | Appointment Integrations page only |
| Personal Assistant | No | Yes | Appointment Integrations page only |
| Information | No | No | Appointments not supported |
If you are a Contractor or Personal Assistant sub organization, you will not see the POS page in your sidebar. Your appointment/booking settings are on the Appointment Integrations page instead, where you connect a calendar provider (Google Calendar, Outlook, or Calendly).
Connecting a POS provider
On the POS Integrations page you will see buttons for each supported provider. You can only be connected to one provider at a time — once connected, the other provider buttons are disabled.
Where do appointment settings appear for Restaurant and Retail?
For Restaurant and Retail sub organizations, appointment/reservation settings are split across two pages:
-
Business Info & Instructions page — This is where the core toggles live:
- Allow Reservations (Restaurant) or Allow Appointments (Retail)
- Take Deposit
- Minimum Lead Time and Maximum Booking Window — these appear here only when no POS provider with appointment capability is connected
-
POS Integrations page (this page) — Once you connect a POS provider:
- The Allow Reservations / Allow Appointments and Take Deposit toggles also appear here
- If your POS provider supports appointments (e.g., Square with Square Appointments), additional provider-specific settings appear: Service, Team Member, Unrestricted Capacity, and Advanced Settings
- When Square manages appointments (service + team member selected), the lead time and booking window become read-only here — they are managed in your Square Business Settings
- When using Clover or Square without appointment capability, the lead time and booking window remain editable on this page
If you connect Square with Appointments capability and select both a service and team member, the Minimum Lead Time and Maximum Booking Window fields disappear from the Business Info & Instructions page. They become read-only values managed by Square. To change them, go to your Square Business Settings.
Connecting Square
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Click Connect Square
On the POS Integrations page, click the Connect Square button.
Authorize
You will be redirected to Square's authorization page. Sign in to your Square account and grant permission to access your catalog and create orders.
Select a location
If your Square account has multiple locations, a dropdown will appear so you can choose which location this sub organization should use. If you only have one location, it is selected automatically.
Sync your catalog
After connecting, click Sync Catalog to pull your menu items, prices, modifiers, and categories into the AI assistant. The AI uses this catalog to handle orders.
Verify and test
Go to Testing, enable Enable POS, and place a test order. Verify the order appears in your Square Dashboard.
Connected state
Once connected, you will see:
- A green Connected to Square banner
- Reauthenticate button — use this to refresh your Square OAuth connection if authentication expires or if you need to re-grant permissions
- Disconnect button — removes the Square connection entirely
If a connection error has occurred, a red error banner will appear describing the issue.
Linked store details
After connecting, the dashboard displays your linked store information:
| Field | Description |
|---|---|
| Provider | Square |
| Merchant ID | Your Square merchant identifier |
| Location ID | The connected Square location. If you have multiple locations, a dropdown lets you switch — switching triggers an automatic catalog resync |
| Name | Business name from your Square account |
| Phone | Phone number on file |
| Address | Business address on file |
| Appointments Capability | Shows Yes or No for the connected location. Capability is location-based, not merchant-based — each location is checked independently. If No, enable booking channels in your Square Booking Channels settings. |
| Currency | The currency code for the connected Square location (e.g., USD) |
Catalog sync
The AI reads your Square catalog to know what items are available, their prices, and available modifiers. When you change your Square catalog (add items, change prices, etc.):
- Return to the POS Integrations page
- Click Sync Catalog to pull the latest changes
The page shows the date and time of the last successful sync.
Catalog sync is not automatic. You must manually click Sync Catalog whenever you update items in Square. If the AI quotes an old price, it means the catalog has not been synced since the last change.
When connected to Square, you will see a note reminding you to sync your catalog after making changes in Square. Do not close or refresh the page while a sync is in progress.
Square Appointments settings
If your Square plan includes Square Appointments (shown by the Appointments Capability field), and you enable the Allow Appointments (or Allow Reservations for restaurant sub organizations) toggle, additional appointment configuration appears.
Square Bookings write operations require a paid Appointments plan. On current Square plans, use Square Plus or higher with advanced bookings enabled. On legacy plans, use Square Appointments Plus or higher.
The Allow Appointments / Allow Reservations toggle and the Take Deposit toggle appear on the POS page when connected to Square or Clover. Restaurant sub organizations see "Reservations" wording; other organization types see "Appointments."
Service
Select the Square service the AI should use when booking appointments. This dropdown is populated from your Square catalog (specifically items of type "Service").
- If no services appear, create an appointment service in your Square Services Dashboard. For a service to appear, it must have a duration set, online booking enabled, and be free (paid services are not supported in the POS appointment flow).
- After creating or updating a service in Square, click Refresh on this page to pull the latest data
If a previously selected service was deleted from Square, a warning will appear. If the service version is outdated (e.g., you changed the service details in Square), a version mismatch warning is displayed. Click Refresh to resolve these warnings.
Team Member
Select which team member the AI should assign bookings to. This dropdown is populated from your Square team.
- If no team members appear, add them in your Square Team Dashboard and enable bookings access for each team member.
- After adding team members in Square, click Refresh on this page
Unrestricted Capacity
This toggle appears only when both a service and a team member are selected. When enabled, the AI does not check the team member's calendar for conflicts — it allows unlimited bookings in any time slot.
Availability
When a service and team member are both selected, appointment availability is managed by Square's calendar. You can configure availability in the Square Calendar Settings.
When either service or team member is not set, availability falls back to your Hours of Operation configured in the dashboard.
Advanced settings
Expand the Advanced Settings accordion to configure:
| Setting | Description |
|---|---|
| Minimum Lead Time | How far in advance an appointment must be booked (e.g., 2 hours means callers cannot book within the next 2 hours) |
| Maximum Booking Window | How far into the future the AI can book (e.g., 30 days means no appointments beyond 30 days from today) |
When Square manages availability (service + team member selected), these values are read-only and managed in your Square Business Settings. The dashboard displays the current values but you must change them in Square.
When availability falls back to Hours of Operation, you can edit these values directly on this page.
Connecting Clover
Clover requires an Essentials plan or above to use this integration.
YouTube playback quality may be low by default. Use the ⚙️ to switch to 1080p manually if needed. To toggle closed captions, click the 🇨🇨.
Click Connect Clover
On the POS Integrations page, click the Connect Clover button.
Authorize
You will be redirected to Clover's authorization page. Sign in and grant permission to access your inventory and create orders.
Select a merchant
If you have multiple Clover merchants, select the one for this sub organization.
Sync your catalog
Click Sync Catalog to import your menu items, prices, and modifiers.
Verify and test
Go to Testing, enable Enable POS, and place a test order. Verify it appears on your Clover device.
Connected state
Once connected, you will see the same green banner, Reauthenticate, and Disconnect buttons as with Square.
Linked store details
| Field | Description |
|---|---|
| Provider | Clover |
| Merchant ID | Your Clover merchant identifier |
| Name | Business name from your Clover account |
| Phone | Phone number on file |
| Address | Business address on file |
| Appointments Capability | Shows whether your Clover setup supports appointments |
Clover does not show a Location ID or Currency field — these are specific to Square.
Catalog sync
Same as Square — the AI reads your Clover inventory. When you modify items in Clover:
- Return to the POS Integrations page
- Click Sync Catalog
Catalog sync is not automatic. Manually sync after every inventory change in Clover.
Clover Appointments / Reservations settings
When connected to Clover and the Allow Appointments (or Allow Reservations for restaurant sub organizations) toggle is enabled, the AI uses your Hours of Operation for appointment availability — Clover does not have its own appointment calendar integration.
Advanced settings
Expand the Advanced Settings accordion to configure:
| Setting | Description |
|---|---|
| Minimum Lead Time | How far in advance an appointment must be booked |
| Maximum Booking Window | How far into the future the AI can book |
These values are always editable on this page (unlike Square, which may manage them externally).
Order types
Clover uses order types to categorize orders (e.g., Dine-In, Takeout, Delivery). The dashboard displays a table of your Clover order types:
| Column | Description |
|---|---|
| Name | The order type label (e.g., "Takeout") |
| ID | The Clover order type identifier |
| Usage | Shows Used or Not Used — indicates whether this type is active for AI orders |
You can delete unused order types, but you cannot delete the last used order type in a category.
Catalog data viewer
After syncing, the dashboard shows your catalog data in a tabbed viewer with four tabs:
Items
Each item shows:
| Column | Description |
|---|---|
| Name | The item name as it appears in your POS |
| Type | Either Item (regular product) or Service (for Square Appointments) |
| Description | Item description from the POS catalog |
| Category | The category this item belongs to |
| Taxes | Tax rates applied to this item |
| Variations | Each variation with its name and price (e.g., "Small ($3.50)", "Large ($5.00)") |
| Modifiers | Modifier groups attached to this item |
Option Groups
Modifier/option groups show:
| Column | Description |
|---|---|
| Name | The group name (e.g., "Toppings", "Size") |
| Description | Optional group description |
| Associations | Which items this group is attached to |
| Options | Individual options with prices (e.g., "Extra Cheese (+$1.50)") |
Discounts
| Column | Description |
|---|---|
| Name | Discount name |
| Type | Discount type (percentage, fixed amount, etc.) |
| Value | The discount value |
| Rules | Conditions for when the discount applies |
| Modify Tax Basis | Whether the discount adjusts the taxable amount |
Taxes
| Column | Description |
|---|---|
| Name | Tax name |
| Rate % | The tax percentage |
| Description | Tax description |
How POS orders work
- Caller tells the AI what they want
- AI matches items to your POS catalog
- AI confirms the order with the caller (reads it back)
- On confirmation, the order is submitted to Square or Clover
- You receive a notification with the order summary
If the AI cannot match an item to your catalog (misspelling, item not in catalog, etc.), it will still capture the order in the notification — but it may not push a fully structured order to the POS.
Common issues
Your POS catalog is out of sync. Go to POS Integrations and click Sync Catalog to pull the latest prices.
- Check your POS connection status on the POS Integrations page
- Verify the order appears in Orders — if it does, the AI captured it but the POS push may have failed
- Re-authorize the POS connection by clicking Reauthenticate or by disconnecting and reconnecting
- Contact support if orders consistently fail to reach the POS
The item may be named differently in your POS catalog than what callers say. Update your Business Info and Instructions to include common alternative names, or rename the item in your POS to match what callers request, then sync the catalog.
After syncing, check that your POS catalog has modifiers properly configured as modifier groups attached to items. The AI can only offer modifiers that exist in the synced catalog.
Services and team members must be created in your Square Dashboard before they appear here.
- Create services at Square Services Dashboard
- Add team members at Square Team Dashboard After adding them, click Refresh on the POS Integrations page.
This means the service details have changed in Square since you last synced. Click Refresh to pull the latest service and team member data.
The service you previously selected was deleted from Square. Select a different service or recreate it in your Square Services Dashboard, then click Refresh.
Switching your Square location automatically triggers a full catalog resync. Do not close or refresh the page during this process.
If a red error banner appears after connecting, try clicking Reauthenticate to refresh your OAuth credentials. If the error persists, disconnect and reconnect from scratch.
Last updated 1 week ago
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