Clover POS Integration Guide

What is the Clover POS Integration?

Velaro integrates with Clover POS via the Clover REST API v3, using a Personal Access Token (PAT) for authentication. Your AI bot can look up menu items, check availability, retrieve modifier groups, pull order history, and look up customer records — all from chat, without staff intervention.

Best for: Restaurants, cafes, food trucks, quick-service businesses, and any retail merchant using Clover as their point-of-sale system.

Go to Integrations → Clover POS to set up.

Clover API Credentials Setup

You need two pieces of information from your Clover account: an API Token and your Merchant ID.

Step 1 — Create a developer app:

1. Go to clover.com/developers and sign in with your Clover account.

2. Click Create App and give it a name (e.g., "Velaro Integration").

3. Under OAuth, note your App ID.

4. Under API Access, click Generate Token to create a Personal Access Token.

5. Copy the token — it starts with a long alphanumeric string.

Step 2 — Find your Merchant ID:

1. Log in to your Clover Dashboard at clover.com/dashboard.

2. Go to Account → About This Business.

3. Your Merchant ID is shown there (a 13-character alphanumeric string).

Step 3 — Connect in Velaro:

1. Go to Integrations → Clover POS.

2. Paste your API Token and Merchant ID.

3. Click Save & Test Connection — Velaro will verify credentials and display your merchant name.

Clover AI Skills — Menu and Inventory

16 AI skills are available when Clover is connected. Skills activate automatically — no additional configuration required.

Menu and inventory skills:

• clover_search_items — search menu items by name or keyword
• clover_get_item — get full item details including price, description, and availability
• clover_get_categories — list all menu categories (e.g., Burgers, Beverages, Sides)
• clover_check_availability — check whether a specific item is currently available
• clover_get_modifiers — retrieve modifier groups for an item (sizes, toppings, add-ons)
• clover_get_tags — list all item tags (e.g., vegan, gluten-free, spicy)
• clover_get_items_by_tag — find all items matching a tag
• clover_get_payment_methods — list accepted payment methods at the merchant
• clover_get_discounts — retrieve available discount programs and promo codes
• clover_get_employees — list active employees (useful for order attribution or staff routing)

Skills are visible in Integrations → Clover POS → AI Skills tab.

Clover AI Skills — Orders and Customers

These skills let the bot pull order history and look up customer records for post-order support, loyalty recognition, and self-service order tracking.

Order skills:

• clover_get_order — retrieve a specific order by order ID, including items, totals, and status
• clover_get_recent_orders — get a customer's most recent orders by phone or email

Customer skills:

• clover_get_customer — look up a customer profile by email or phone
• clover_search_customers — search for customers by name, email, or phone

Common use cases: "What was in my last order?", "Do you have a record for the email john@example.com?", "Can I see my order history?"

Clover Skill: Get Modifiers

Clover organizes item customizations into modifier groups — collections of add-ons that apply to a menu item. For example, a "Burger" item might have modifier groups: Bun Type (brioche, lettuce wrap, gluten-free), Cooking Temperature (rare, medium, well), and Toppings (cheese, bacon, avocado).

The clover_get_modifiers skill retrieves all modifier groups and their options for a given item. Use it in your bot workflow right after the visitor picks an item — so the bot can present customization choices before adding to the order or quoting a price.

Example flow: Visitor says "I'd like a burger" → bot retrieves item → calls clover_get_modifiers → presents bun choices and toppings → confirms selections → quotes final price.

Clover Skill: Get Items by Tag

Clover allows you to tag items with descriptive labels — dietary attributes like "vegan", "gluten-free", "nut-free", or category labels like "chef's special", "seasonal", or "kids menu". These tags let visitors filter the menu by preference without browsing every item.

The clover_get_items_by_tag skill finds all menu items that share a given tag. Use it when visitors ask "What's vegan?" or "Do you have anything gluten-free?"

Example flow: Visitor asks "What can I eat if I'm gluten-free?" → bot calls clover_get_items_by_tag with tag "gluten-free" → returns matching items with names, descriptions, and prices.

Setting Up Tags in Clover

Tags must be created in your Clover Dashboard before the bot can use them.

How to add tags to items:

1. Log in to your Clover Dashboard at clover.com/dashboard.

2. Go to Inventory → Items → Labels (Labels = Tags in Clover terminology).

3. Click Add Label and enter a name (e.g., "Vegan", "Gluten-Free", "Spicy").

4. Save the label.

5. Go back to Inventory → Items, open each item you want to tag.

6. In the item editor, find the Labels section and select the appropriate label.

7. Save the item.

Once tagged, the clover_get_items_by_tag and clover_get_tags skills will return these labels automatically. No changes needed in Velaro after tagging in Clover.

Clover Starter Workflows

Launch the Starter Wizard (Integrations → Clover POS → Launch Wizard) to get two pre-built templates:

1. Item and Inventory Bot — a menu assistant that lets visitors search items, check availability, view modifier options, and filter by dietary tag. Best for restaurants and cafes where visitors need to explore the menu before ordering or visiting in person.

2. Order Status Bot — a self-service bot that looks up a visitor's recent orders by email or phone. Eliminates "what was my last order?" and "did my order go through?" calls. Returns item list, totals, and order status directly in chat.

To launch: go to Integrations → Clover POS → Launch Wizard, pick a template, and follow the wizard to create and publish your workflow.

Clover Data Variables

When Clover skills return data, the values are available as workflow variables using the format {clover.scope.field}.

MerchantInfo scope:

• {clover.MerchantInfo.name} — your business name
• {clover.MerchantInfo.address} — merchant address
• {clover.MerchantInfo.phone} — merchant phone number
• {clover.MerchantInfo.currency} — currency code (e.g., USD)

Item scope:

• {clover.Item.name} — item name
• {clover.Item.price} — item price (formatted)
• {clover.Item.description} — item description
• {clover.Item.available} — availability status (true/false)

Order scope:

• {clover.Order.id} — order ID
• {clover.Order.total} — order total
• {clover.Order.createdTime} — timestamp of order creation
• {clover.Order.state} — order state (open, paid, refunded)

Customer scope:

• {clover.Customer.firstName} — customer first name
• {clover.Customer.lastName} — customer last name
• {clover.Customer.email} — customer email
• {clover.Customer.phone} — customer phone number

Use these in bot message nodes to personalize responses — e.g., "Hi {clover.Customer.firstName}, your last order was {clover.Order.total}."