700M ChatGPT Users Can Buy Your Products in Chat Now

Five weeks ago, on September 29, 2025, OpenAI and Stripe quietly launched something that will reshape ecommerce for the next decade.

Most merchants missed it. Your competitors probably still don't know.

But 700 million weekly ChatGPT users can now buy products without ever leaving their chat window. No browsing to a website. No opening new tabs. Just conversation to checkout in seconds.

ChatGPT isn't just recommending products anymore. It's selling them.

Here's how it works: A user asks ChatGPT "best hiking boots under $150." ChatGPT shows relevant products from participating merchants. User clicks "Buy" directly in chat. A Stripe-powered checkout appears inline. Purchase complete. Merchant fulfills normally.

The entire flow happens without leaving the conversation.

Currently, U.S.-based Etsy sellers are live and capturing 700 million weekly user exposure. Over 1 million Shopify merchants—including Glossier, SKIMS, Spanx, and Vuori—are coming soon.

This runs on the Agentic Commerce Protocol (ACP), an open-source standard co-developed by OpenAI and Stripe. It's Apache 2.0 licensed, which means it works across any AI agent, not just ChatGPT.

PayPal announced support on October 28. Salesforce joined October 14. The ecosystem is forming fast.

The Revenue Opportunity

700 million weekly ChatGPT users represent an unprecedented sales channel. Not potential users. Not maybe-someday users. Active users, right now, asking product questions in natural language.

Traditional ecommerce: Search → Browse → Cart → Checkout. Conversational commerce: Chat → Buy.

The funnel collapsed. Discovery and purchase happen in one interface.

Early data suggests conversational commerce converts differently than traditional channels. Chat context creates warmer leads—users are asking specific questions, getting personalized recommendations, making decisions in real-time conversation.

The First-Mover Window Is Real

Etsy sellers went live 5 weeks ago. They're building advantages right now while most merchants don't know this exists.

Here's what early adopters get:

• Discovery rankings: ChatGPT builds market associations now. Early product mentions establish relevance signals that compound over time.
• Conversion learnings: First merchants learn what works in conversational commerce. Which product descriptions AI prefers. Which formats convert. Which questions drive purchases.
• Customer data: Early reviews and sales signal quality to the algorithm.

By Month 3, these advantages become difficult to overcome. Similar to SEO in 1999—early domains still dominate certain queries 25 years later.

The technology sounds complex. It's not.

The 4-Party Architecture

Every transaction involves four parties:

1. Buyer: Uses ChatGPT to discover and select products
2. AI Agent (ChatGPT): Recommends products and requests checkout from merchant
3. Merchant: Receives checkout request, maintains full transaction control
4. Payment Provider (Stripe/PayPal): Issues secure payment token, processes payment

You remain the merchant of record. You control pricing, brand presentation, and fulfillment. Nothing changes in your normal workflow.

The Shared Payment Token Innovation

Here's the clever part: Stripe created Shared Payment Tokens (SPT).

When a buyer wants to purchase, Stripe issues a token that allows ChatGPT to initiate payment without ever exposing the buyer's credentials. The token is scoped to a specific merchant and cart total—security by design.

Stop reading about it. Start implementing it.

For Shopify + Stripe Merchants (Priority 1)

1. Verify Stripe Integration Status (5 minutes)

Log into your Stripe dashboard. Check for Agentic Commerce Protocol settings. Confirm you're using Stripe for payments.

If you don't see ACP settings yet, you're on the waitlist. Monitor Stripe announcements for access.

Documentation: docs.stripe.com/agentic-commerce

2. Review Product Data Quality (30 minutes)

AI agents need clean, structured product information to recommend your products.

Check your top 10 selling products:

• Titles: Clear, descriptive, includes key attributes
• Descriptions: Natural language, answers common questions
• Pricing: Up-to-date, includes all variants
• Inventory: Accurate stock levels
• Images: High quality, multiple angles

Optimize for conversational queries. Instead of "Men's Hiking Boot - Model XJ2000," write "Waterproof hiking boots for men, best for rocky terrain under $150."

Product Data Quality = New Competitive Advantage

Most merchants have messy product data. Inconsistent titles. Vague descriptions. Missing attributes. Outdated inventory.

It didn't matter much before. AI makes it critical.

ChatGPT needs clean, structured information to recommend products confidently. Merchants who optimize product data win discovery. Merchants who don't get ignored.

First-movers who clean up their data now build advantages that compound as more merchants join.

ChatGPT SEO = Google SEO in 2005

Remember when SEO was new? Early adopters learned the patterns. They built ranking authority. They captured market share.

25 years later, many of those early domains still rank first.

ChatGPT SEO is at that exact moment right now.

Shopify Integration (Coming Soon)

Over 1 million Shopify merchants getting access. Shopify announced the integration but hasn't specified timing.

Monitor Shopify announcements. Join waitlists when available. Prepare your product data now so you're ready when it launches.

Multi-Item Carts (In Development)

Currently, Instant Checkout supports single-item purchases. Multi-item carts are coming.

When they launch, average order value will increase. The opportunity expands.

Five weeks ago, 700 million customers became accessible through a new channel.

Most merchants missed the announcement. Your competitors probably still don't know.

But the first-mover window is open right now.

Etsy sellers are live, capturing exposure. Shopify merchants have access coming soon. The ecosystem is forming fast—PayPal, Salesforce, Stripe, OpenAI.

The technology is simpler than you think. The implementation barrier is low. The opportunity size is massive.

While competitors read about it, will you optimize for it?

While others wait and see, will you test and learn?

While late-movers fight for scraps, will you capture early market share?

The next decade of commerce runs on conversational AI. This week, you choose which side you're on.