Square + Beside: Keep Square customer records updated from every call

Why integrate Square with Beside

Give support the story behind every purchase. Reduce callbacks and speed up resolutions.

How it works

For each call, voicemail, voice memo, voice note, or text, Beside matches the number to a Square customer. If no match exists, a customer can be created so history starts on the first interaction. We then write AI summaries and transcript links to the profile or notes your team uses.

Features

• Auto create customers for first time callers
• Log AI summaries and transcript links to the customer record
• Add notes or tags to flag issues and next steps
• Consistent post call updates for support