How Consumers Buy in the Age of AI
Commerce Intelligence Report
Free report
Data from 329 brands and hundreds of millions of visitors reveals a new channel hierarchy and the widening gap between brands that are ready for agentic commerce and those that aren't
The channel map has already changed.
LLM traffic is growing 40% quarter over quarter with no ad spend. ChatGPT-driven revenue grew 130% within the dataset. The brands that understand this channel now will be the ones with a structural advantage when AI shopping integrations fully mature. This report gives you the data to act with clarity.
Built for
commerce leaders
This report is for the teams deciding how to allocate attention and budget as AI fundamentally reshapes how shoppers discover, research, and buy.


What the data actually says about AI-driven commerce
AI-referred traffic is small in volume but converts above paid search and paid social without a dollar of acquisition cost behind it. The US is converting AI traffic at a dramatically higher rate. AI Shopping Assistants are the most under-leveraged tool in commerceBrands engaging just 1% of visitors see those visitors account for ~10% of total revenue. The brands winning are making AI visible not investing more in acquisition.
Insights from the report
LLM traffic converts at 2.47%
More that traffic from Google Ads and Meta
40% QoQ growth
in AI-referred visitors, zero ad spend
5.5× Gap
between proactive and passive AI deployers
Why AI-Driven Shopping & Support?
Instantly recommend products to turn browsers into buyers, driving conversions with personalized suggestions.
Reduce Costs with AI-Powered Automation
Automate returns, order tracking, and more complex questions—reducing agent workload and speeding up customer service.
Gain Actionable Insights
Use AI-driven analytics to refine your product offerings, optimize your knowledge base, and improve support accuracy.
