Instant Checkout brings shopping into the chat

OpenAI announced that ChatGPT users in the United States can now purchase items from Etsy sellers directly within the conversation. The new Instant Checkout feature presents relevant products, images, reviews, prices and direct links in response to shopping queries. When a user taps “Buy,” they can confirm order details, shipping information and payment method—options include Apple Pay, Google Pay, Stripe or credit card—without leaving the chat.

Expansion to Shopify merchants

OpenAI indicated that the feature will soon be available to more than one million Shopify merchants, naming brands such as Glossier, Skims, Spanx and Vuori as upcoming participants. This rollout aims to broaden the range of products accessible through the AI‑driven checkout experience.

Business model and fees

OpenAI described the product results as “organic and unsponsored, ranked purely on relevance to the user.” The company plans to charge merchants a small fee for each completed purchase, positioning itself as a new gatekeeper for retail discovery and checkout.

Open‑source Agentic Commerce Protocol

Alongside the feature launch, OpenAI said it will open source its Agentic Commerce Protocol (ACP), the technology that powers Instant Checkout and was built in collaboration with Stripe. By making ACP publicly available, OpenAI hopes to enable other merchants and developers to integrate AI‑driven checkout capabilities into their own platforms.

Industry context

The move follows similar efforts by other tech firms, such as Perplexity’s in‑chat shopping and Microsoft’s Copilot Merchant Program. Google recently introduced its own Agent Payments Protocol (AP2) for AI‑initiated purchases. OpenAI’s Instant Checkout therefore adds to a growing ecosystem of conversational commerce tools that aim to reduce friction between product discovery and payment.

Implications for e‑commerce

If more shoppers complete purchases inside AI chatbots, the platforms that host these agents could gain significant influence over which products are highlighted and how merchants are charged for visibility. OpenAI’s entry into this space suggests a shift in power dynamics traditionally dominated by search engines and large e‑commerce platforms.

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