Use Square AI to get insights about your business
About Square AI
Square AI allows you to ask for help or ask questions about your Square business data. Simply ask your question in Square Dashboard and AI does the rest. Square AI supports asking about sales, transactions, staff, customers, and general help topics. You can compare, group, and filter your business data in a variety of ways.
The best way to understand what you can and can’t ask is to just try it out, but you can also click through the suggestions in the chat, or look at what’s available in your Square reports. Here are some example questions, listed by topics:
- What were my net sales by location for the last 12 months?
- What are my worst-selling items on weekends?
- What were my sales by category last Labor Day?
- What day of the week gets the best tips?
- What were my busiest hours on Mondays last month?
- Which location gives away the most in discounts?
- What were my sales by channel over the last 13 weeks?
- What were my 10 best sales days of all-time?
- What were my cash sales by day last week?
- Show me transactions over $100
- Show me voided transactions from last weekend
- Show me my largest transactions so far this month
- Did I have any transactions with no tip last week?
- Did any transactions with refunds yesterday?
- How do my labor costs compare to this time last year?
- Is my labor percentage increasing or decreasing over the last 13 weeks?
- Who had the most overtime hours last year?
- What were my sales by employee last week?
- Who has given away the most comps so far this year?
- What hours have the highest labor percentage over the last month?
- Who worked the most hours last January?
- What were my labor costs by location last week?
- Who generated the most tips last week?
- What were the top 10 days with the highest labor costs last year?
- Who were my top spenders last month?
- How many first time customers did each location get last week?
- Have any customers spent more than $10,000 with my business all-time?
- Which customers have visited more than three times this year?
- What day of the week gets the most first-time customers?
- What percentage of sales came from loyalty customers for each of the last 13 weeks?
- Which loyalty customers came in last weekend?
- Did anyone spend more than $100 yesterday?
- Which customer has the most visits at each of my locations?
- Who has the highest average spend per visit?
- Where can I find my customer loyalty reports?
- How do I add a modifier to an item?
- Can I pause online orders temporarily?
- Can I edit a customer’s profile?
- How do I edit my bank account information?
- How do I create a new location?
- Can I set up emails for my daily sales?
- What’s an item variation?
- Can I customize receipts with my logo?
- How do I deactivate an employee?
- How can I contact Square?
If you would like to learn about how Square processes data for use with AI tools, read our privacy notice.
Before you begin
Square AI is a new feature in open beta. This means that it only supports certain data today, and there are some gaps and limitations. We’re eager to get your feedback to learn how to improve the feature, and it won’t affect other parts of your Square experience.
Square AI is not yet available on all Square accounts. If you don’t have access to Square AI but want to use it, contact Square Support to request access.
Square AI is only available in Square Dashboard.
Square AI exclusively uses data available within your Square account or Square’s Support Center. It doesn’t have the complete context of your business, employees, customers, or applicable laws, and it is not meant as legal, financial, tax, or employment advice.
Square AI doesn’t save a conversation history. If you end your conversation, you can’t return to it.
If you aren’t able to answer a question about Square, you can always ask AI for help contacting support.
Ask Square AI a question
Sign in to Square Dashboard and click the star icon in the top-right of your screen.
Type your question or choose one of the suggested questions.
If needed, ask a follow-up or clarifying question to refine your results, such as "I meant for net sales" or “break down by location”.
Answers can be delivered as text, in a table, or chart. AI determines the best format for your answer but you can always ask specifically for what you want in your question like “What were my net sales by day of the week as a bar chart” or as a follow-up “as a line chart”. You can also download the data from your AI chat as a CSV file.
Square AI can be used anywhere in Square Dashboard. You can navigate to other pages in Square Dashboard while keeping your AI chat open, or you can close the chat window and come back to it later. You can also end a conversation by clicking the pencil icon.
Provide feedback about Square AI answers
You can directly help make answers better by providing feedback directly in the chat. To provide feedback:
Follow the steps in the section above to start a conversation with Square AI.
In the Square AI chat, click the thumbs up icon to provide positive feedback about the answer. Click the thumbs down icon if you aren’t satisfied with the AI answer.
If prompted, you can provide additional details about the reasoning for your feedback.
Feedback is entirely optional, but all feedback is reviewed to improve the experience. If Square AI isn’t able to generate an answer, the feedback is automatically reviewed, and you don’t need to submit additional feedback.
Review Square AI best practices
AI is a new, rapidly-evolving technology. It can make mistakes, and you may find it doesn’t help with one type of question, but it can help with another. The best way to understand what Square AI can and can’t do is to try it out, and give feedback when it goes well vs. when it doesn’t.
Be as specific as possible. If you're asking about something in Square, such as a item in your catalog or an employee name, use the exact name. If AI has trouble finding it, try including what it is in the question, such as “what are my sales for my Brownie Bites item last week?”
Verify assumptions. AI will often have to make assumptions about what you are looking for. For example, if you ask for your sales last week it will have to guess whether you meant your net sales or gross sales, and what dates represent last week. It will also include all data unless specified, so if you normally filter out a particular location or channel, you will need to specify that in your question. Read the AI-generated answer to confirm, and ask a follow-up question to refine the response.
Try again. Sometimes, AI can make a mistake or hit an unexpected problem. Simply telling the AI to try again can sometimes be all that’s required, or refining your question with more specificity.
“By” grouping. Asking for data “by” something is an easy way to ensure you get a lot of data at once. For example, you can ask for sales by category, discounts by month, first-time visits by location, and that will create a breakdown.
“At” and “for” filtering. Asking “at” or “for” something is an easy way to filter what you’re looking for. For example, you can ask for sales at a particular location, or refunds for a particular item, channel, or similar.