Shopping with a Platform AI Assistant: Who Adopts, When in the Journey, and What For

Generative AI is shifting digital commerce from browsing toward agentic search, in which consumers delegate product discovery to AI agents. We compare manual search, which accurately evaluates a limited product set, with agentic search, which screens a broad catalog through noisy representations of preferences and products. Preference complexity is the number of satisfaction-relevant dimensions that are difficult to articulate before search but readily evaluated upon inspection. Consumers have finite attention and choose search intensity: products inspected manually or preference-refinement depth with an agent. We obtain three findings. First, manual search collapses beyond a finite complexity threshold: inspection ceases, mismatch reaches the no-search benchmark, and platform revenue falls to zero. Agentic search avoids this collapse. Once refinement becomes worthwhile, it remains worthwhile as complexity rises; mismatch stays below the no-search benchmark and revenue remains positive, although articulation effort and mismatch may increase. Second, platforms rank the regimes by conversion revenue, whereas consumers also bear search expenditure. When manual inspection is sufficiently inexpensive, agentic search becomes revenue-superior before consumers voluntarily adopt it, creating an adoption lag in which consumers rationally continue manual search. Third, conditional on agentic participation, platforms may assign lower fidelity to consumers with larger attention budgets because they can offset noisier representations through additional refinement, yielding an inverted fidelity allocation. Agentic commerce thus shifts scarcity from product inspection to preference articulation, making consumers' willingness and ability to interact central to voluntary use and platform fidelity design.

Consumers increasingly use AI chatbots for advice on what to buy. With companies like OpenAI and Google monetising their AI through advertising, this raises difficult questions about the bias and impartiality of such advice. In response, we conduct an AI audit of popular chatbots using real commercial-advice queries. First, we curate a dataset of 2,528 real commercial-advice queries (ConsumerQ). Then, we evaluate 1,536 responses to product queries from popular AI chatbots: ChatGPT (chatbot and API), Google Gemini (chatbot and API), and Google Search (AI Overviews). We find that ChatGPT expresses a first-person product preference in 79% of product-recommending responses, compared with 7% for Gemini and 2% for AI Overviews, while the products recommended often change across repeated requests. Displayed sources vary strongly: for the same query, the ChatGPT and Gemini interfaces share only 5.4% of domains on average, with no domain in common in 76.7% of comparisons. APIs provide a different view from their corresponding interfaces, with mean domain overlaps of 12.0% for ChatGPT and 14.8% for Gemini, and also differ in the types and layers of source information they expose. Our findings show that neither isolated responses nor API observations can be assumed to represent the commercial advice consumers encounter. Independent audits of AI-mediated commercial advice should therefore account for repeated responses, consumer-facing conditions, and the source layer being observed.

Consumers increasingly delegate purchasing decisions to Large Language Models (LLMs) acting as surrogate consumers. Using "Tool-Lab," an adaptation of information-board process tracing that places product attributes behind costly tool calls, we examine how marketing pricing cues (i.e., just-below pricing and promotional framing) influence AI shopping agents. Across eight commercially deployed LLMs from three providers, we trace pre-choice information acquisition. Under zero cost, pricing cues rarely mislead. Imposing acquisition costs under a vague goal prompt leads LLMs to omit diagnostic attributes required to compute unit price and choose suboptimal choices resembling human heuristics. Relative to a specific goal prompt that mainly preserves diagnostic search and choice optimality, a vague goal prompt under constraints creates a search-mediated vulnerability. This research demonstrates that marketing heuristics in delegated AI shopping are governed by storefront information architecture, not necessarily immutable LLM flaws.