A conversational, seamless, and personalised shopping experience
The next step: Instant Checkout and the Agentic Commerce Protocol
In September 2025, OpenAI unveiled a decisive advancement: Instant Checkout, powered by the Agentic Commerce Protocol co-developed with Stripe. This new standard enables users not only to discover but also to purchase products directly within ChatGPT, in just a few taps. Starting with Etsy sellers in the United States and soon expanding to millions of Shopify merchants such as Glossier, SKIMS, and Spanx, Instant Checkout transforms ChatGPT into a true end-to-end shopping interface.
Unlike the first beta integrations, the Agentic Commerce Protocol introduces an open standard for AI commerce. It allows AI agents, users, and businesses to collaborate securely while keeping merchants in control of their payments, order management, and customer relationship. For shoppers, the experience is frictionless: search, compare, and buy without leaving the conversation. For merchants, it means a direct connection to hundreds of millions of active ChatGPT users while maintaining their existing backend and payment systems.
This milestone marks the beginning of agentic commerce: a future where conversational AI doesn’t just recommend products but actively handles transactions, reshaping how and where purchase decisions are made.
Strategic implications for e-retailers and brands
- What impact on traffic from traditional search engines?
- Integrating shopping into ChatGPT could divert part of the traffic from Google or Amazon by capturing product queries right at their source. Users no longer need to go through a search engine to compare or buy, which redefines the role of SERPs in the purchase journey.
- How can you make your products appear in ChatGPT results?
- For now, results are not sponsored. Products are selected based on relevance, popularity, and the quality of provided data (title, price, reviews, availability, etc.). It’s therefore crucial to optimise your catalogue according to GEO (Generative Engine Optimization) principles.
- What levers can be activated to capture purchase intent on these new interfaces?
- Brands should focus on clear, structured, conversational content that responds directly to naturally phrased needs. High-quality product descriptions, updated data, and presence on compatible platforms (like Shopify) are key levers.
GEO: the new AI-driven SEO
- Impeccable semantic quality: product pages must be well-structured, clearly written, and use natural language aligned with how users formulate queries
- Up-to-date, exhaustive data: pricing, availability, delivery fees or return conditions must be accurate so the AI can generate relevant results
- Coverage of specific user needs: content should address nuanced, real-world questions (“Which ergonomic chair is best for remote work?” rather than just “Office chair”)
- Relevance in a conversational context: AI will favour offers that flow naturally in dialogue, with good value for money, positive reviews, and standout features in carousel-style results
What’s next? A new e-commerce model in the making
- Explore a curated selection of genuinely relevant products
- View aggregated reviews from multiple platforms (Amazon, Best Buy… even Reddit!)
- Ask naturally phrased questions, as they would to a real sales assistant
- Google Shopping could lose its central role in product discovery if users stop clicking on ten sponsored links and instead rely on a single direct answer
- Amazon, long-dominant in internal product search, may see its hold threatened if consumers no longer need to visit the platform to receive relevant recommendations
- TikTok Shop or Instagram Shopping, though on the rise, could also face stiff competition in terms of algorithmic relevance and instant answers
- Integrating into these conversational ecosystems (via structured feeds, enriched product data, and a GEO strategy)
- Evolving their digital presence to be understood and promoted by generative engines
- Breaking down SEO/SEA/social silos to adopt a multichannel approach driven by AI
Alexis Merelle
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