Overview

• The feature lets logged-in Free, Plus, and Pro users buy single items directly in chat from U.S.-based Etsy sellers, with more than one million Shopify merchants coming soon.
• OpenAI open-sourced the Agentic Commerce Protocol, co-developed with Stripe, enabling agent-initiated purchases across different payment processors via shared tokens and ACP specs.
• Merchants remain the merchant of record, receive orders through their existing systems, handle fulfillment, and pay a small fee only on completed transactions.
• Product results are described as organic and unsponsored, with ranking based on relevance factors such as availability, price, quality, primary seller status, and Instant Checkout enablement.
• Initial rollout supports single-item checkout in the United States, with plans for multi-item carts, broader merchant enrollment, and regional expansion; Shopify and Etsy shares rose after the announcement.