Overview

• Instant Checkout is live for U.S. ChatGPT Free, Plus, and Pro users with single-item purchases from Etsy sellers, with support for over one million Shopify merchants coming soon.
• Orders, payments, and fulfillment are handled by merchants while ChatGPT acts as an intermediary using the Agentic Commerce Protocol, and the experience is free for users with a small fee charged to merchants.
• OpenAI says product results are organic and unsponsored, though whether Instant Checkout is enabled is considered when ranking multiple sellers of the same product.
• The Agentic Commerce Protocol, co-developed with Stripe, is being open-sourced to help merchants and developers adopt agent-enabled checkout across platforms.
• Shares of Etsy and Shopify rose on the news, as analysts framed the move as a potential challenge to search- and marketplace-led commerce from companies like Google and Amazon.