Square

Square is a payments platform aimed at small and medium-sized companies that enable them to receive credit card payments and use tablet computers as payment logs for a point-of-sale system. This document describes how to connect IBM watsonx Orchestrate to Square and use its skills on watsonx Orchestrate.

Before you begin

  1. Enable the pop-up window on your browser.
  2. You must have an account on Square, if you don't have one you can create on Square.

Connecting to Square

Connect to the app according to the credential type that you or your team want to use.

If you want to connect the app to the Orchestrate Agent skill set, skill sets from AI assistants, or the Team skill set with Team credentials, refer to Managing app connections.

If you want to connect to the app to the Personal skill set or the Team skill set with Member credentials, refer to Connecting to apps.

Configuring the connection

To connect watsonx Orchestrate to Square, complete the following steps:

  1. Click Connect app. It redirects you to sign in to a Square account and authorize the connection.
  2. From the authentication page, on Email, set the email of your Square account and click Next.
  3. On Password, set the password of your Square account and click Signin.

After you sign in, watsonx Orchestrate connects to it automatically.

Note: The icon A green check icon appears to show that the app is connected. indicates that the connection was successfully established.

What to do next

After you connect to the app, you can use the Square skills. For more information see, Using the chat.

To learn about the available skills, see List of prebuilt apps, skills and skill flows.

Parent topic:

→ Connecting to apps