Shopify announced the Universal Commerce Protocol (UCP) yesterday, an open standard co-developed with Google that lets AI agents connect directly to merchants and complete transactions. Alongside the protocol, Shopify is rolling out native commerce experiences across major AI platforms, including Google’s AI Mode in Search, the Gemini app, Microsoft Copilot and ChatGPT — all managed centrally through Shopify’s admin.
The big idea is simple: if consumers are shopping inside AI conversations, merchants need a way to sell there without rebuilding their stack for every new assistant or platform.
UCP is designed to give AI agents a shared, interoperable way to handle real-world commerce. Rather than forcing each retailer to build one-off integrations, the protocol standardizes how agents interact with merchants’ checkout flows, pricing rules, loyalty programs and fulfillment requirements.
According to Shopify, UCP already has backing from more than 20 retailers and platforms. The protocol supports core checkout actions — applying discount codes, selecting subscription terms, confirming final-sale conditions or handling pre-orders — all inside conversational interfaces. It also works with any payment processor, including Shopify Payments.
The goal is flexibility. Whether a purchase happens entirely inside a chat, through an embedded checkout in an app or via a web-based flow, UCP is meant to support it without locking merchants into a single ecosystem or transport method.
Native selling inside Google and Microsoft AI experiences
One of the most immediate outcomes of UCP is native checkout inside Google’s AI Mode in Search and the Gemini app. Shopify merchants will be able to sell directly within those experiences and manage offers, inventory and performance from the Shopify admin.
Shopify merchants will also be eligible for Google’s Direct Offers pilot, which allows select brands to surface exclusive deals inside AI conversations — meeting shoppers at the moment intent is highest, without redirecting them elsewhere.
On the Microsoft side, Shopify is expanding its Copilot integration with Copilot Checkout, an embedded commerce experience that lets users complete purchases in Copilot. The idea is to collapse the path from discovery to transaction into a single conversational flow.
Opening agentic commerce beyond Shopify stores
In a notable shift, Shopify is also opening its Catalog to brands that don’t run a Shopify storefront. Through a new Agentic plan, non-Shopify merchants can list products in Shopify Catalog and use Shopify’s infrastructure to sell across AI channels.
The catalog uses specialized language models to standardize and enrich product data, making it easier for AI systems to surface the right products in response to conversational queries. Merchants set up their data once, and Shopify’s Agentic Storefronts distribute it across platforms like ChatGPT, Microsoft Copilot, Google AI Mode and Gemini.
For Shopify, this move positions the company less as a storefront provider and more as a commerce layer for the AI era.
Why this matters for marketers
For marketers, agentic commerce changes how discovery, persuasion and conversion work. AI assistants don’t browse pages the way humans do. They synthesize information, make recommendations and increasingly take action on the user’s behalf.
That puts pressure on brands to ensure their product data, positioning and offers are structured in ways AI systems can understand and act on. Shopify’s approach aims to simplify this by providing a unified commerce backbone that operates across multiple AI surfaces.
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