Square Customer Lookup with Loyalty Balance
Ask the agent for a customer by name, email, or phone. It queries the Customers API, joins with Loyalty and Orders, and returns lifetime spend, loyalty stars, tier, and last visit in one clean summary.
Conversation example
Pull up Priya D. — she's a regular at Main St. I want to comp her next drink.
Searching /v2/customers for Priya D. and joining with Loyalty + Orders...
Customer: Priya D. ID: CUST_4822 Phone: +1 415 555 0188 Customer since: Sep 2, 2024 Lifetime stats: - Visits: 86 - Total spent: $1,142.60 - Avg ticket: $13.29 - Favorite item: Cold Brew 16oz (32 orders) - Last visit: 2 days ago at Main St Loyalty: - Stars: 2 (just redeemed $5 off) - Tier: Silver - Rewards redeemed lifetime: 7 I can add a $0 custom item 'Thanks for being a regular' to her next ticket via the Orders API so the comp goes on automatically when she swipes in. Want me to set that up?
More Square use cases
In-Store Square Sale Alerts on WhatsApp
Every time a payment is taken at the POS, the Square webhook fires and the agent posts the sale — items, employee, payment method, and total — into your operations WhatsApp group.
Daily Square POS Report on WhatsApp
After close of business the agent pulls the day's transactions, groups them by location and employee, and delivers a clean nightly report with totals, tips, refunds, and top items.
Square Online-to-POS Inventory Sync
A scheduled job reconciles inventory between Square Online and Square POS at every location using the Inventory API, and flags any item where the counts have drifted since the last sync.
Square Loyalty Event Tracking on WhatsApp
When customers earn stars, redeem rewards, or reach a new tier, the Square Loyalty webhook fires and the agent logs the event, pings your CRM channel, and stores the activity for weekly loyalty reports.
Process Square Refunds from WhatsApp
Ask the agent to refund a customer. It finds the payment by order number or card last-four, calls Square's Refunds API, and confirms with the refund ID and gateway posting time — no iPad, no POS, no dashboard.
Deploy this in minutes
Create a LunoGen agent, connect Square, and start running this workflow from WhatsApp today.