Can Doozy take a payment or refund one in Square?

Not unless an admin switches those tools on. Paying orders, refunds, cancelling payments and disputes start off, and the audit log records every action Doozy takes.

Does it work across all our locations?

Yes. It reads every location the connected Square account can see, and you can name one in the ask.

Can it see card numbers?

No. Square shares a card's brand, last four digits and expiry with apps, never the full number.

Can Doozy see our Square credentials?

No. Every task runs in its own isolated workspace, and credentials stay outside it: they're added to each call on its way out. Nothing it reads or writes there can expose a key.

Will it change things in Square without asking?

It works like a teammate, so it doesn't stop to ask, and you decide what it can reach. Tools that delete or overwrite start switched off, you can switch off any other, and every action it takes is on the audit log with who asked.

Owners and admins of your Doozy workspace. Members see what's connected and can't change it. Everyone in your Slack can ask Doozy once it's connected.

Nothing extra. Every integration is included on every plan, and the 14-day trial needs no card.

Connector · E-commerce

An AI coworker for Square, in Slack.

Look up Square payments, orders, customers and stock from Slack, and have @Doozy update the catalog or adjust inventory when you ask.

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Works in: Slack
Connects by: Sign in with Square
Can do: 7 things, each with a switch
Price: Included on every plan

What Doozy can do in Square

Doozy reads payments, orders, customers, catalog and inventory. Refunds, cancelling payments, disputes and deleting start off. You approve Doozy on Square's own sign-in screen, with no keys to paste, and each tool has a switch in Doozy.

Read payments, refunds, orders and invoices
Find customers, with their groups, segments and loyalty accounts
Search the catalog and read inventory counts and changes by location
Read bookings, subscriptions, disputes and gift card balances
Create and update customers, and draft or update orders
Add or update catalog items, and adjust inventory
Update a booking

Things people ask

In a thread, after @Doozy. It answers in that thread, with what it did.

@Doozy how did each location do yesterday? Sales and number of orders.
@Doozy which items are below 10 in stock at the Main St location?
@Doozy add Pumpkin Latte to the catalog at $5.50 under Seasonal.
@Doozy every Monday at 9, put last week's payments by location in our Google Sheet.

How to connect Square

No keys to paste: Square asks you to approve Doozy, the way it does for any app, and you can revoke that there any time.

1
Add Doozy to your Slack and open the Integrations page in the web app.
2
Pick Square and click Connect. Square's own sign-in asks you to approve Doozy.
3
Choose which of its tools Doozy may use, and mention @Doozy in a thread.

What stays off, and what's always true

Doozy works like a teammate, so it doesn't stop to ask. You decide what it can reach.

Off until you say so

Paying orders, refunds, cancelling payments and invoices, and responding to disputes
Deleting customers, catalog items and invoices
Gift card activity, team member changes and checkout settings

Always

Every task runs in its own isolated workspace. Credentials stay outside it.
Every tool has a switch. Tools that delete or overwrite start off.
Every action it takes is on the audit log, with who asked and what happened.
Owners and admins connect tools and choose switches. Members can only look.

Works well with

One ask often crosses tools: a Sentry error becomes a GitHub pull request and a Linear issue. Doozy uses whichever it needs.

Questions people ask before they connect Square

Can Doozy take a payment or refund one in Square?: Not unless an admin switches those tools on. Paying orders, refunds, cancelling payments and disputes start off, and the audit log records every action Doozy takes.
Does it work across all our locations?: Yes. It reads every location the connected Square account can see, and you can name one in the ask.
Can it see card numbers?: No. Square shares a card's brand, last four digits and expiry with apps, never the full number.
Can Doozy see our Square credentials?: No. Every task runs in its own isolated workspace, and credentials stay outside it: they're added to each call on its way out. Nothing it reads or writes there can expose a key.
Will it change things in Square without asking?: It works like a teammate, so it doesn't stop to ask, and you decide what it can reach. Tools that delete or overwrite start switched off, you can switch off any other, and every action it takes is on the audit log with who asked.
Who can connect it?: Owners and admins of your Doozy workspace. Members see what's connected and can't change it. Everyone in your Slack can ask Doozy once it's connected.
What does it cost?: Nothing extra. Every integration is included on every plan, and the 14-day trial needs no card.

Something else? Write to [email protected].

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Your next hire is one mention away.

Add Doozy to Slack and hand it the thing that's been waiting on someone all week. It comes back done, and it starts learning how your team works from the first ask.

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14 days free, no card
One price for the whole team
Nothing billed until you pick a plan