Join me and Shahbaz Khokar, e-commerce growth expert, for a webinar where we'll discuss how to produce, test, and launch more high-performing ad creatives in time for BFCM.

📅 Thursday, October 22 | 2 PM ET

💻 Online | Free to Attend

This is the first Black Friday where AI agents are already live inside ChatGPT, Gemini, Copilot, and Google, buying on your customers' behalf without them ever landing on your site.

Over the last few months I've written about pieces of this separately about UCP, Shopify's agentic storefronts, Google's checkout layer, the new AI connector apps.

This everything in one place to get ready this BFCM.

How big is this, really?

We measured AI-assistant traffic and orders across 1,000+ Shopify stores running Aimerce. It's still small, but it's growing fast.

  • ChatGPT's share of store pageviews nearly doubled (1.97x) in a year, and the jump started in August 2026.

  • 96.3% of stores got ChatGPT traffic in August. This isn't a niche channel.

  • On a given day in early September, 12.96% of stores took at least one ChatGPT order, up from 8.54% in late May.

  • ChatGPT is almost all of it: 96.9% of AI-assistant pageviews and 95.6% of AI-attributed orders.

ChatGPT shoppers also spend more. The median ChatGPT order was $75.46 in August, against $60.25 for orders with no AI referral, about 25% higher.

Your analytics probably can't see most of it. ChatGPT strips the referrer on most clicks, so 81.8% of its traffic shows up as "direct." It adds utm_source=chatgpt.com instead. If you only look at the referrer, you undercount ChatGPT by about 5x, and you'll think it's flat while it's actually doubling.

Before BFCM, in your analytics, count a visit as ChatGPT if the referrer or the utm_source says ChatGPT.

And remember, these numbers only cover shoppers who clicked through to your site. Purchases made inside an AI chat never touch your domain at all. More on that below.

How your products actually get discovered

Shopify's Catalog feature does the heavy lifting by syncing and organizing your products automatically. AI agents can pull details like pricing and variants without you managing feeds. If you use custom fields or metaobjects, Shopify Catalog Mapping keeps your data consistent across AI channels.

If your store is eligible, agentic storefronts are already on by default, so you've been opted in automatically.

Not all AI is created equal:

channel

Where products come from

Checkout in the chat?

Who can buy there

Your pixels fire?

ChatGPT

Shopify Catalog

No, always redirects to your checkout

—

Yes, it's your real checkout

Google AI Mode & Gemini

Your Google & YouTube channel feed

Yes, on by default (early access)

US customers only

No, server-to-server only

Meta (Muse)

Shopify Catalog

Yes, inside Muse with Shop Pay

US, Canada, Mexico shipping

No, server-to-server only

Microsoft Copilot

Shopify Catalog

Yes, on by default

US customers

No, server-to-server only

Check and fix your Catalog before you build your BFCM offers

Direct checkout doesn't support subscriptions, bundles, custom configurations, or local pickup all the stuff you’re likely leaning on for BFCM. Those products still show up in AI search, but customers get sent to your normal checkout to finish.

Here's where I'd start:

→ Confirm your store policies (Terms, Privacy, Return & Refund) are fully filled out under Settings > Policies.

→ Move any holiday-specific legal language into the first 6,000 characters of your product description.

→ Audit your SKUs if you run wholesale pricing through a third-party app or custom theme logic instead of Shopify B2B natively.

→ AI agents (and product feeds) work better when titles include what the product is + key attributes make sure you do a full attribute. However if you don’t want to do it by hand, Catalog AI Enrichment is now available in your Aimerce dashboard.

Here’s a quick recap of what it does:

  1. Audits your product catalog against UCP requirements and real AI agent query patterns → Shows you exactly how your products rank against competitors inside UCP

  2. Enriches your titles, descriptions, tags, and structured metadata automatically

  3. Generates HTML-formatted descriptions you can copy and paste straight into Shopify with no cleanup needed

  4. Syncs your enriched catalog directly into UCP so agents can surface your products in real time

To get started:

Step 1. Install Aimerce (https://apps.shopify.com/aimerce) on Shopify and find the feature here.

Step 2. Aimerce fetches your top 5 products or you can search for specific ones by product URL or variant ID.

Step 3. We generate related prompts and test how your products rank against your competitors inside UCP. You see exactly where you stand.

Step 4. We make specific recommendations to your product titles, descriptions, and tags. You review them, edit if you want, approve, and sync directly to Shopify.

Get attribution right before BFCM

A few things I'd handle first:

→ Your Shopify orders are the source of truth here, not Merchant Center.

→ Plan a separate re-engagement path for agentic buyers. Klaviyo's server-side sync handles orders and customers fine. But the onsite events (Viewed Product, Added to Cart, Started Checkout) never run for an agentic sale, so your abandoned cart flow has nothing to trigger on. Route tagged buyers into post-purchase flows built for them.

→ Tag UCP and agentic orders in Shopify, so they sync into Klaviyo as a segmentable property and you don’t count the same sale twice across Google, Meta, and Klaviyo.

→ Get a server-to-server event pipeline running.

Decide what you actually want live, in the next two weeks

You have more control here than most people realize:

→ ChatGPT and Copilot access can be turned off entirely at the Shopify Catalog level, under Sales channels > Agentic.

→ Direct checkout for Google, Meta, and Copilot can be turned off per channel. Customers are sent to your normal checkout instead.

→ If there's BFCM inventory you don't want an AI agent recommending then mark it Unlisted. Disabling Catalog access on its own won't do it.

→ Review who has access to your Shopify ChatGPT and Claude connectors:

  • Once you authorize one, your data leaves Shopify and is governed by OpenAI's or Anthropic's terms.

  • You can't reduce the access scope later without uninstalling.

  • Shopify doesn't review what the AI does, so if it makes a wrong change, you're responsible.

  • Some write actions may not ask for confirmation.

If you're on Aimerce, this is what we handle for you going into BFCM:

  • Real-time event processing

  • Parameter formatting and validation

  • Dedup across every event

  • Express checkout tracking

  • Cross-device stitching

  • Edge cases that only show up at volume

  • Catalog AI Enrichment

  • AI Data Analysis

This playbook is part of our BFCM Klaviyo & Meta Academy, a free series for DTC brands running through mid-December. New sessions drop every week.

✌️ Here to help you win,

Yiqi

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