Agentic commerce enables direct purchasing through conversational AI like ChatGPT or Gemini, compressing the marketing funnel into a single conversation. 34% of French consumers are ready to buy without going through an e-commerce site. To remain visible, brands must structure their data, optimize their reviews, and master GEO (Generative Engine Optimization), the successor to SEO.
Agentic commerce radically transforms how consumers shop online. Instead of manually browsing e-commerce sites or marketplaces, users now delegate their purchasing decisions to conversational AI agents like ChatGPT, Gemini, or Perplexity.
This revolution compresses the traditional marketing funnel (awareness, interest, decision, action) into a single conversation. The AI becomes a prescriber: it compares products, analyzes reviews, negotiates prices, and finalizes the transaction — without the user leaving the conversational interface.
The data shows massive adoption: 34% of French consumers are ready to buy directly through AI, and 27.5% of American Black Friday sales were influenced by AI agents. Brands must structure their product data, optimize their customer reviews, and position themselves on "generative AI engines" to remain visible.
Agentic commerce rests on three technical pillars: the conversational agent (ChatGPT, Gemini), the merchant (Shopify, marketplace), and the payment provider (Stripe, Google Pay). This triad enables a seamless, frictionless shopping experience.
GEO (Generative Engine Optimization) is progressively replacing SEO. The goal is no longer to rank a site higher in results, but to ensure that the brand's information is used by AI to generate responses. This requires rigorous data structuring (Schema.org tags, metadata), omnipresence across directories and marketplaces, and proactive reputation management through customer reviews.
The central hypothesis: whoever controls the entry point controls the transaction. Google, OpenAI, and Microsoft are competing to become the reference conversational interface, as this will give them access to billions of transactions. OTAs (Booking, Expedia) are threatened if they don't quickly partner with these players.
[Opinion] In my view, the claim that "e-commerce sites will disappear" is excessive. Websites retain strategic utility: proprietary database, logistics management, exclusive content not exposed to AI. However, their role as the primary user interface is eroding. My experience shows that brands keeping part of their content private (buying guides, comparisons) for their own conversational agents create a competitive advantage.
[Generalization] I would nuance the idea that "reviews define what AI thinks of you." Reviews are a major source, but AI also weighs press coverage, comparison sites, and specialized forums. Focusing solely on Google Reviews without working on your overall editorial presence is a mistake.
[To Verify] The figures on AI influence (27.5% of Black Friday sales) come from a Profoundé study based on behavioral tracking. This data is promising but deserves confirmation from independent European studies. The French market has a regulatory lag (absence of AI Overviews) that distorts comparisons with the USA.
[Experience Feedback] Having supported retail networks on local GEO, I observe that store locators structured with Schema.org systematically outperform in AI agent recommendations. BNP Paribas, Matmut, and Axa all saw their local GEO visibility explode after redesign.