Consumer search behavior is shifting from browsers to AI assistants. E-commerce brands must adapt by treating agents like ChatGPT as new traffic sources. This requires making product data discoverable via APIs to enable seamless research and purchasing directly within conversational AI platforms.
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Anticipating a shift to "agentic commerce," SharkNinja is actively re-optimizing its e-commerce site for Large Language Models. The company believes what drives human conversion today may not rank highest in AI-driven search and expects commerce via AI platforms to be meaningful by Christmas 2025.
The marketing dynamic is shifting from influencing human emotions to communicating clear, machine-readable value to consumers' personal AI agents, which will increasingly handle purchasing.
As users delegate purchasing and research to AI agents, brands will lose control over the buyer's journey. Websites must be optimized for agent-to-agent communication, not just human interaction, as AI assistants will find, compare, and even purchase products autonomously.
Search Atlas data reveals users arriving from ChatGPT are significantly more likely to convert. These users have already conducted deep, conversational research within the LLM, answering many of their own questions before landing on a website. This pre-qualification means they arrive with much higher purchase intent compared to traditional search users.
Traffic from ChatGPT to e-commerce sites converts at an exceptionally high rate (12% for one brand, compared to a typical 1-2%). This demonstrates that users turning to AI for product research have extremely high purchase intent by the time they click a link, making AI chat a powerful and potentially lucrative channel for advertisers.
Instead of viewing AI agents as a fundamentally new customer, brands should integrate them as a new channel within their existing omnichannel strategy, much like how e-commerce was added to physical retail. This reframes the challenge from total reinvention to strategic expansion.
The next phase of AI will involve autonomous agents communicating and transacting with each other online. This requires a strategic shift in marketing, sales, and e-commerce away from purely human-centric interaction models toward agent-to-agent commerce.
The primary channel for discovery is shifting from search engines (SEO) to AI-powered "answer engines" like ChatGPT. Product Managers are now responsible for this new distribution channel, requiring a strategy to ensure their brands and products surface in AI-generated responses.
A user arriving from ChatGPT has likely already used the AI to research, compare options, and make a decision. This pre-qualification process means the traffic is extremely high-intent, leading to conversion rates (12% for one brand) that are an order of magnitude higher than typical benchmarks.
As AI agents and synthesized search become intermediaries, traditional channels are insufficient. The new imperative is ensuring your brand’s data is accessible to AI models as they reason and generate responses, directly influencing the outcome before it reaches the consumer.
