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Shopify embraces agentic AI with Google and Microsoft partnerships
Summary
Shopify said it will let merchants sell through Google's Gemini and Microsoft Copilot using agentic AI chatbots, and launched an Agentic plan that lets other brands list products in its catalogue using a Universal Commerce Protocol.
Content
Shopify has announced partnerships with Google and Microsoft to let shoppers find and buy merchants' products through AI chatbots. The company said these integrations will connect Shopify merchants to Google's Gemini app and AI Mode in Google Search, and to Microsoft Copilot. Shopify also introduced an Agentic plan that lets brands from any e-commerce platform list products in Shopify's catalogue for discovery by AI channels. The moves follow earlier work with ChatGPT and reflect broader industry interest in agentic AI for shopping.
Key developments:
- Shopify said it will soon allow merchants to sell directly through Google's Gemini app and AI Mode in Google Search, the article reports.
- Microsoft announced an integration that routes shopping and checkout to Microsoft Copilot with Shopify, the article reports.
- Shopify introduced an Agentic plan to let brands on any e-commerce platform list their products in Shopify's catalogue so AI chatbots can find and suggest them.
- The company co-developed a Universal Commerce Protocol with Google to allow AI agents to complete checkout details inside conversations, including discount codes, loyalty credentials and billing options, the article reports.
- The article reports Shopify first announced a similar partnership with ChatGPT in September and that analysts say agentic AI could reshape online shopping and advertising.
- The article mentions the company's shares were trading at US$164.48 on the Nasdaq near recent highs and that Shopify has reported recent double-digit earnings and revenue growth.
Summary:
These announcements expand where products can be discovered and purchased through conversational AI. Shopify said merchants will be able to sell through Gemini soon and that the new Agentic plan opens its catalogue to other brands. The Universal Commerce Protocol is intended to let AI agents complete checkout inside a chatbot conversation. Broader timing and adoption beyond these statements are undetermined at this time.
