Walmart just ran a real-world test of agentic commerce, and the results weren’t encouraging.
Purchases completed directly inside ChatGPT converted at roughly one-third the rate of transactions where users clicked through to Walmart’s site. In other words, moving checkout into the AI interface reduced conversion rates by about 66%.
Why this matters: Agentic commerce isn’t ready to replace traditional shopping flows. For now, owned environments still convert better, likely because they provide the context, trust and experience shoppers expect at the point of purchase.
In November, Walmart made around 200,000 products available through OpenAI’s Instant Checkout, allowing users to complete purchases in ChatGPT without ever visiting Walmart.com. According to Daniel Danker, Walmart’s EVP of product and design, those in-chat transactions underperformed significantly. He described the experience as “unsatisfying,” and the company is already pulling back.
That aligns with a broader shift. OpenAI has begun phasing out Instant Checkout in favor of merchant-controlled checkout experiences. Instead of trying to complete transactions inside the AI interface, the model is moving toward handing off the transaction back to the retailer.
Walmart’s next move reflects that direction. The company plans to embed its own chatbot, Sparky, داخل ChatGPT, allowing users to log into their Walmart accounts, sync carts and complete purchases within Walmart’s own system. A similar integration is expected to roll out with Google Gemini.
The takeaway is straightforward. Discovery may be moving into AI interfaces, but conversion still happens where brands control the experience.
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