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Agentic Commerce takes shape: New price models and Instant Checkout.

June 7, 2025

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Reading Time 7 mins

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Why It Matters?

What’s truly groundbreaking isn’t just the new features — it’s the emergence of shared standards that define how Agentic Commerce will actually work in practice.

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E-commerce has never lacked innovation, but without a solid infrastructure, most ideas remain pilots or proof-of-concepts. Think of it like electricity: the concept existed for decades, but it wasn’t until we agreed on common voltages and plug types that it became scalable and accessible to everyone.

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That’s exactly what’s happening now with AI-driven commerce. With OpenAI’s ACP and Google’s AP2, major players — from Google and OpenAI to Stripe, Mastercard, VISA, Shopify, and Etsy — are starting to speak the same technical language. For the first time, we have a unified framework for AI shopping, transforming agentic commerce from experimental innovation into real, operational infrastructure.

The Early Terms of Instant Checkout

OpenAI has confirmed that Instant Checkout is powered by the Agentic Commerce Protocol (ACP) — an open-source standard designed to give webshops a unified way to join AI-driven purchase flows without building unique integrations for every platform.

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In practice, this means:

  • ACP is fully open source. Developers can already explore and implement it via agenticcommerce.dev. Similarly, Google’s AP2 protocol is available on GitHub.

  • Stripe takes the lead. Purchases through Instant Checkout currently run via Stripe, with Shopify next in line for integration.

  • Limited functionality (for now). Only single-product purchases are supported, but multi-item carts are already in development — paving the way for a true Universal Cart experience.

  • Gradual rollout. Webshops can apply to join, but access remains limited during this initial testing phase.

 

While questions remain — like how easily non-Stripe stores can participate, or how much control brands will have over presentation in ChatGPT — one thing is clear: for the first time, a shared protocol exists that can seamlessly connect AI agents and webshops.

The Foundations for Agentic Commerce Are Now in Place

For e-commerce leaders, this moment marks far more than a technical leap — it’s a strategic turning point. As AI agents begin to guide, recommend, and even complete purchases for customers, the center of commerce is shifting. Your website will no longer be the destination — the shopping experience will unfold directly within AI conversations.

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In this new landscape, your data becomes your brand. If AI systems can’t interpret your product descriptions, metadata, or availability information, your store effectively vanishes from the digital shelf. Where design and conversion optimization once dominated, the focus now expands to data precision, structured APIs, and machine-readable storytelling.

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Trust, too, becomes a new form of currency. Many consumers will hesitate to hand over control to AI, but the newly established standards — such as ACP and AP2 — are designed to ensure safety and transparency. The brands that move first and demonstrate reliability will win the confidence of tomorrow’s shoppers.

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Of course, adoption won’t happen overnight. Just like the rise of mobile and social commerce, the transition to agentic commerce will come with skepticism, experimentation, and gradual acceptance. Yet the infrastructure is now being built by the largest players in tech — and the shift is inevitable.

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In essence, agentic commerce is no longer a concept — it’s a foundation. The question isn’t if AI will act on behalf of customers, but how ready your brand will be when it does.

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Man with Wooden Background

Liam Sørensen

Head of AI & Digital Strategy

It’s official — Agentic Commerce is here. OpenAI and Google have just supercharged it by introducing shared standards for checkout and payment. This marks a major step toward a future where AI takes a central role in the customer journey. It’s no longer about imagining what’s possible — it’s about how your brand will take part in this new, AI-powered way of doing commerce.

Agentic Commerce. Agentic Shopping. Conversational Commerce.

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There’s no shortage of buzzwords in today’s AI-driven e-commerce revolution. While the terminology may blur together, the underlying technology is what truly matters. We’re witnessing a fundamental shift in the customer journey — one where AI agents act on behalf of users, searches become contextual and value-based, and everything from reviews to price comparisons, personalization, and checkout merges into a single, seamless flow.

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At Novara, we’ve previously explored concepts like semantic search, Universal Cart, and Agentic Shopping — all pointing toward a future where AI deeply transforms how consumers discover and buy online.

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Until recently, these ideas felt like visions of what could be. But that future is now taking shape. For the first time, we’re seeing real infrastructure and shared standards that can bring agentic commerce to life at scale. Three major developments stand out:

  • Instant Checkout: OpenAI has partnered with Shopify, Etsy, and Stripe to roll out Instant Checkout in ChatGPT (currently in the U.S.), allowing users to search for and purchase products directly from a chat.

  • Agentic Commerce Protocol (ACP): Alongside Instant Checkout, OpenAI introduced ACP — an open standard that lets AI agents and webshops communicate across platforms, meaning stores aren’t limited to Shopify or Stripe integrations.

  • Agent Payments Protocol (AP2): Google, working with major marketplaces and payment providers, has launched AP2 — a framework ensuring secure, verified AI-driven payments across e-commerce ecosystems.

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