Square

Ask the Managerbot team: How can Square’s AI help your business? | Q&A, November 12

Hi Square Community,

 

I’m Abhi (@abhiroop), Product Manager for Managerbot. Managerbot is now available to Square sellers in the United States, and I’d love to answer your questions about it.

 

Managerbot is AI built into Square. It uses the Square data already in your account (like sales, items, customers, team, locations, and more) to answer questions about your business in plain language. It can also help with tasks like drafting a marketing email, updating items, or building a report. You review and approve proposed changes before they’re applied.

 

Join me and @Donnie-M , Square Champion and owner of Table & Ledger, for a Managerbot Q&A. Ask us how to get started, what tasks Managerbot can assist with, how it handles your Square data, when it requests approval, or what features you want to experience in the future.



Post your questions in this thread between now and November 12, then come back on November 12 at 10 AM PT / 1 PM ET for our answers.

 

All sellers are welcome to participate, though Managerbot is currently only available in the United States.



Not sure where to start? Here are a few ideas:

 

“I run a coffee shop. How could Managerbot help me during a busy week?”

“Can Managerbot compare my item sales this month with last month?”

“What changes can Managerbot make, and when does it ask for my approval?”

“Can Managerbot help me create a promotion for customers who haven’t visited in a while?”

“I run a [type of business]. How could I use Managerbot to [task or goal]?”



Try it before the Q&A

Open Square Dashboard and look for Chats in the left navigation. You can also watch the video below or read the Managerbot guide in the Support Center.

 

 

Leave your questions below. Donnie and I look forward to hearing from you!

Product at Square (Dashboard App)
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When using manager bot to update our menu (across POS, pickup, and self serve—e.g. a beer sells out and we need to remove it)—how long should it take to update across channels after the manager bot applies the channels? Scan we expect to be able to use it during service to make changes like this? — The Lodge Fairfax

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Square Champion

@Thelodgefairfax Here is how I run a sell out in my own places.

 

For a one night special I do not remove the item, I give it a stock count. Not inventory, just a sell amount. When we are down to ten left, I set the count to five or eight. The counter can still ring it, but the online channels stop taking it, so the last few never get oversold to a pickup order. For something that is gone for good, I archive it, which hides it everywhere at once.

 

One habit that saves me: check upcoming orders in Order Manager. That is where the sneaky ones hide, an order placed for later that has not hit the queue yet. It takes some discipline. This is also where Squaremates earns its keep, by counting what an item sold the last few weekends so you have a real number for how many to prep.

Try asking Square: "How many of the Friday fish special did I sell each of the last four Fridays, and what time did sales slow down?"

 

I know Squaremates can help set inventory counts for you, and as it get's better even counts like these should become no problem.  I typically see it updating with 1-2 minutes across channels.  What I can't wait to see is when the AI becomes more proactive and you can actively watch inventory and the AI alerts you when you "might" be getting low so you can check.  That way you can focus on the 1000 other things you need to do.

 

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Donnie
Multi-Unit Manager | Founder, Table & Ledger
tableandledger.com

Square AI Champion | Using Square since July, 2017

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." - Z.Z.

"AI doesn't replace your judgment. It gives your judgment better information to work with."
Message 23 of 33
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I’ve been using manager bot to update my menu during service. For example, if a beer or appetizer sells out,  I need to take it off our POS, self serve, and pick up channels. It seems like there’s inconsistent sync times. Should we be able to expect to use the manager bot to update menus during service?

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When will opening a tab in one mode sync across all modes? Better yet can there just be one mode for all kinds of businesses?

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Square Champion

Love this question @cedarroom !

John Losito,
Sun Valley Lanes & Games

A flute without holes, is not a flute. A donut without a hole, is a danish.

Square Champion and Square Innovator
www.sunvalleylanes.com
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I have a hair salon, at this point, I have to separate retail and service transactions at POS.  Otherwise, a tip is calculated with both.  How do I complete a transaction with both and  with the tip based off of service only?

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All this new AI with buttons bows and bells and yet you still can't give us the basic requirements. Like the ability to do stock counts by vendor so that we can see what's missing. (That we first asked for in 2018 and I posted about here in 2024) Being able to 'tick off' correct stock counts of items so we can focus on finding missing items. A decent search function that is urgently needed. And the ability to check transactions by product - particularly important for finding a sale when the customer doesn't have the receipt and when you think something might have been stolen and you need to find out FAST! 

 

Please quit trying to give us something we don't want and focus on the things we need as a priority!

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Hello Abhi and Donnie,

I am experiencing a critical security issue with the Manager Bot integration on Square POS with a a common team passcode.

Currently, the bot appears to completely bypass role-based access controls and team permissions. Even when logged in under restricted employee profiles using personal passcodes, employees can still access the Manager Bot. Through the bot, users are able to pull up sensitive account information, including:

  • Full financial and sales reports

  • Employee details and payroll data

  • Banking and payout information

There does not appear to be an option to set a PIN/passcode override specifically for the bot,nor a way to restrict its visibility by staff role.

i would like to enforce strict owner-only permission controls for AI/assistant features.

All the information that I am trying to shield from employees and their personal information is easily accessible. This is a gross violation of privacy.

 

i have called Square support and they were able to dismantle access on the app on personal cell phones within 24 hrs.

However, access on the POS is a huge problem.

i have set the POS iPad on airplane mode and keeping my fingers crossed 🤞🏽 🙄

 

How have you all missed this?

 

 

 

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This is actually a huge Cybersecurity & Privacy risk and violation. This needs to be addressed IMMEDIATELY, and I feel compelled to reply to boost this comment. 

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I discovered this on 10/29 and immediately reached out to square support. No idea how long since this is going on. 

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Square

Hi @salontas thanks for reaching out and sorry for the trouble. We're looking into this and will get back to you shortly.

 

In the meantime, just confirming that you are logging in with your owner account and your team is using the passcode?

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Square

Just following up that we disabled Squaremates on the POS for now, while we get this resolved. Sorry for the trouble!

Product at Square (Dashboard App)
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