Shopify Reports Sevenfold Surge in AI-Driven Traffic, Marking the Rise of Conversational Commerce

Shopify Reports Sevenfold Surge in AI-Driven Traffic, Marking the Rise of Conversational Commerce
London, 5 November 2025
Shopify [SHOP −6.94%] has reported a sevenfold increase in online store traffic originating from AI tools since January, with orders attributed to AI-driven searches rising elevenfold.
The data, revealed during the company’s third-quarter earnings call, highlights a major shift toward conversational AI commerce.
📊 Record Growth Amid Market Volatility
Shopify’s quarterly revenue reached 2.84 billion USD, representing a 32% year-on-year increase, despite earnings coming in slightly below analysts’ expectations.
The company’s stock dipped 3% in pre-market trading following the announcement, reflecting investor caution amid rapid AI-driven transformation across the retail sector.
🤖 AI Integrations Reshaping E-Commerce
Shopify has integrated with ChatGPT, Perplexity, and Microsoft Copilot, enabling what it calls “Agent Commerce.”
Through this system, AI assistants can search, compare, and complete purchases directly within conversational interfaces — effectively turning chat into a shopping channel.
President Harley Finkelstein described AI as “the most significant technological shift since the Internet,” noting that Shopify’s access to data from millions of merchants and billions of transactions provides a structural advantage in the AI era.
🧠 Internal AI Transformation
Internally, Shopify’s AI assistant Sidekick has generated nearly 100 million merchant interactions since its launch, helping store owners optimise listings, pricing and marketing content.
The company also uses an in-house tool called Scout, designed to analyse merchant feedback and accelerate product decision-making.
Together, these systems reflect Shopify’s push to embed AI at every level — from customer search to merchant insight.
🧩 FLASHOP Editorial Perspective
Shopify’s evolution shows how AI is redefining commerce from both sides of the counter.
Shoppers now interact with AI agents that can search, compare and purchase, while merchants rely on AI co-pilots to analyse data and predict trends.
For platforms like FLASHOP, this signals a profound industry pivot:
“E-commerce is becoming conversational. The next checkout happens inside the chat.”