Clover POS Integration Guide

Overview

The Clover POS integration enables your ElevenLabs voice agents to interact with your Clover point-of-sale system. Your agents can:

• Take customer orders over the phone
• Search menu items and check prices
• Create orders directly in Clover
• Update order status
• Calculate totals with tax

Step 1: Obtain Clover API Credentials

For Production (Live Orders)

1. Log into your Clover Dashboard
2. Navigate to Account & Setup > API Tokens
3. Click Create New Token
4. Set the following permissions:
   • Orders: Read and Write
   • Inventory: Read
   • Merchants: Read
   • Payments: Read and Write (if processing payments)
5. Copy and save the generated API token (you won’t see it again!)
6. Note your Merchant ID from the dashboard URL or account settings

For Testing (Sandbox)

1. Create a Clover Developer Account
2. Create a test merchant
3. Generate a sandbox API token
4. Use these sandbox credentials for testing

Step 2: Request Integration Activation

Contact your TriLuna administrator to enable Clover POS for your account. Provide them with:

• Your Merchant ID
• Your API Token
• Environment preference (Sandbox for testing, Production for live orders)

Step 3: Configure Your Agent

Once Clover POS is enabled for your account, add these instructions to your agent’s behavior/prompt:

You have access to a Clover POS system for processing orders. When a customer wants to place an order:

1. Use search_items to find menu items by name
2. Confirm the items, quantities, and any modifications with the customer
3. Ask for the customer's name for the order
4. Use create_order to submit the order to Clover
5. Provide the order ID to the customer for reference

Available actions:
- search_items: Find menu items
- get_menu: List all available items
- create_order: Submit a new order
- get_order: Check order status
- add_item_to_order: Add items to existing order
- calculate_total: Get order total with tax

Always confirm the total price with the customer before finalizing the order.

Step 4: Add Clover Tool to Your Agent

In your ElevenLabs agent settings, add a new custom tool with these settings:

• Tool Name: clover_pos_tool
• Method: POST
• URL: https://api.triluna.app/api/clover/webhook
• Headers: Content-Type: application/json
• Description: Process orders and interact with Clover POS system

Example Order Flow

Customer: “I’d like to order a cheeseburger with extra pickles”

Agent: Uses search_items to find burger

Agent: “I found our Cheeseburger for $12.99. I’ll add extra pickles. What else would you like?”

Customer: “Add large fries and a coke”

Agent: Searches for items and builds order

Agent: “Your order: 1 Cheeseburger with extra pickles, 1 Large Fries, 1 Coke. Total is $21.47. May I have your name?”

Customer: “John Smith”

Agent: Uses create_order to submit

Agent: “Perfect! Your order #ABC123 has been placed. It will be ready in 15 minutes.”

Troubleshooting

Connection Failed

• Verify API token is valid and not expired
• Check merchant ID is correct
• Ensure proper environment (sandbox vs production) is selected

Items Not Found

• Verify items exist in Clover inventory
• Check that items are not hidden or out of stock
• Ensure item names match exactly

Order Creation Failed

• Check all required fields are provided
• Verify prices are in correct format
• Ensure you have necessary permissions

API Limits

• Clover API rate limit: 16 requests per second
• Maximum items per order: 100
• Webhook timeout: 30 seconds

Security Best Practices

• Use sandbox environment for all testing
• Limit API permissions to only what’s needed
• Regularly rotate API tokens
• Monitor API access logs in Clover dashboard
• Never expose API tokens in agent prompts or responses

Support

For integration issues:

• TriLuna Support: support@triluna.app
• Clover Help Center