Agentic Commerce: The Next Operating System for Online Businesses
Agentic Commerce: The Next Operating System for Online Businesses
Agentic commerce is a shift from tools to AI agents that actually run parts of an online business. Instead of configuring software, merchants set goals and AI systems handle discovery, support, merchandising, and growth. This piece explains why this shift is happening now and how it leads to a future where a single person can run a billion-dollar e-commerce business.
Agentic commerce is a shift from tools to AI agents that actually run parts of an online business. Instead of configuring software, merchants set goals and AI systems handle discovery, support, merchandising, and growth. This piece explains why this shift is happening now and how it leads to a future where a single person can run a billion-dollar e-commerce business.

Lokesh Sharma



Dec 12, 2025
Dec 12, 2025
Why AI agents, not tools or plugins, will run the next generation of commerce.
E-commerce has always been built around tools.
Tools for building pages.
Tools for running ads.
Tools for managing inventory.
Tools for customer support.
But tools still require humans to operate them.
What is changing now is not just how people shop, but how businesses themselves are run.
That shift is what I call Agentic Commerce.
1. What Is Agentic Commerce (In Simple Terms)

Agentic commerce is a model where AI agents do not just assist humans, they actively run parts of the business.
An agent:
understands goals
reasons across constraints
takes actions
learns from outcomes
Instead of saying:
Here is a tool, configure it.
You move to:
Here is an AI employee, give it an objective.
This is a fundamental shift:
from software to autonomous systems
from dashboards to decisions
from manual workflows to self-running loops
2. How We Got Here: The Evolution of Commerce Systems

Phase 1: Web Commerce (2005 to 2015)
Websites, pages, categories
Humans did everything
Software was passive
Phase 2: Mobile and Plugin Commerce (2015 to 2023)
Apps, plugins, integrations
Better UX but same operational burden
Merchants stitched together 10 to 30 tools
Shopify made it easy to start.
But running a business still required marketers, merchandisers, support teams, and analysts.
Phase 3: Agentic Commerce (Now)
AI systems that own outcomes
Continuous learning from data
Fewer tools, more autonomy
This mirrors what has already happened in other domains:
GitHub Copilot in development
AI SDRs in sales
AI analysts in operations
Commerce is simply the next system to evolve.
3. Why Conversational Commerce Was Just the Entry Point
Conversational commerce was the first visible signal.
It proved something important:
AI can understand intent better than static systems.
But conversation alone does not run a business.
Agentic commerce builds on conversational interfaces and adds:
memory
planning
execution
feedback loops
Conversation is the interface.
Agents are the operators.
4. What Makes an AI System Truly Agentic

Not every AI feature is an agent.
A real agent must have:
Context
Catalog data, customer behavior, store policies.
Goals
Increase conversion, reduce support load, improve retention.
Actions
Recommend products, respond to customers, trigger workflows.
Learning
Understand what worked, what failed, and improve automatically.
This aligns closely with how AI agents are defined in industry research.
https://www.ibm.com/topics/ai-agents
5. Why Tool-Based Commerce Is Reaching Its Limits
Today, most merchants operate with:
a search tool
a personalization tool
a CRM
a support tool
an analytics tool
Each solves a slice of the problem.
None understand the full system.
This creates:
data silos
conflicting logic
slow decisions
human bottlenecks
McKinsey has repeatedly shown that AI delivers real value when it replaces fragmented workflows rather than adding another layer of tooling.
https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai
Agentic commerce is about collapsing complexity, not adding more software.
6. How Agentic Commerce Actually Works (A Simple Example)
A shopper:
browses products
searches vaguely
leaves without buying
In a tool-based setup, nothing happens.
In an agentic setup:
the shopping agent captures intent
the merchandising agent learns what failed
the growth agent triggers a relevant follow-up
the support agent is ready if the shopper returns
No dashboards.
No manual rules.
Just outcomes.
7. Why This Is Possible Now (And Was Not Before)
Three shifts made agentic commerce practical:
Large language models can understand unstructured intent.
Modern retrieval systems allow reasoning over large catalogs and policies.
Compute and inference costs now allow always-on decision systems.
This is why agent-based architectures are emerging across industries.
https://blogs.microsoft.com/blog/2024/10/21/new-autonomous-agents-scale-your-team-like-never-before/
8. What Agentic Commerce Means for Merchants
Agentic commerce does not mean replacing people.
It means:
fewer repetitive tasks
faster decisions
better customer experience
lower operational overhead
Think of agents as junior employees who never sleep, never forget, and continuously improve.
9. Eldor AI’s Vision: The Agentic Commerce OS
At Eldor AI, our vision is simple:
Every online store should run on a fleet of AI agents, not a stack of disconnected tools.
We are building:
AI shopping agents
AI support agents
AI merchandising agents
AI growth agents
All powered by a shared commerce knowledge layer that understands:
catalog structure
customer intent
store policies
brand constraints
Our belief is that the next Shopify-scale company will not just host stores.
It will actually run them.
10. One Person Running a Billion-Dollar Commerce Business
This is where agentic commerce ultimately leads.
In the future, a single person should be able to run a billion-dollar e-commerce business, not by doing everything manually, but by orchestrating AI agents.
Historically, scale required headcount:
sales teams to convert users
support teams to handle volume
merchandising teams to optimize catalogs
marketing teams to personalize at scale
operations teams to keep systems running
As revenue grew, complexity grew even faster.
Agentic commerce breaks that coupling.
In an agentic system:
sales agents guide discovery and conversion
support agents resolve issues instantly
merchandising agents learn from intent patterns
growth agents run experiments and reactivation
operations agents enforce policies and workflows
Each agent owns an outcome, not a tool.
The human role shifts from execution to direction.
From managing people to setting goals.
This is not fantasy.
It mirrors what automation has already done in media, software, and infrastructure.
Commerce is simply next.
11. Eldor’s Role in Making This Real
At Eldor AI, we are not trying to replace merchants.
We are trying to multiply them.
Our goal is to give founders and operators:
the leverage of a large team
without the overhead of managing one
without stitching together dozens of tools
without losing control over brand or strategy
In this world:
small teams can compete with giants
creativity matters more than headcount
speed matters more than size
That is how billion-dollar outcomes become accessible to individuals.
Closing Thought
Every major software shift followed the same pattern:
tools to platforms to operating systems.
Commerce is entering its operating system moment.
Agentic commerce is not about hype or chatbots.
It is about building systems that understand, decide, and act the way great humans do.
That is the future we are building toward at Eldor AI.
Why AI agents, not tools or plugins, will run the next generation of commerce.
E-commerce has always been built around tools.
Tools for building pages.
Tools for running ads.
Tools for managing inventory.
Tools for customer support.
But tools still require humans to operate them.
What is changing now is not just how people shop, but how businesses themselves are run.
That shift is what I call Agentic Commerce.
1. What Is Agentic Commerce (In Simple Terms)

Agentic commerce is a model where AI agents do not just assist humans, they actively run parts of the business.
An agent:
understands goals
reasons across constraints
takes actions
learns from outcomes
Instead of saying:
Here is a tool, configure it.
You move to:
Here is an AI employee, give it an objective.
This is a fundamental shift:
from software to autonomous systems
from dashboards to decisions
from manual workflows to self-running loops
2. How We Got Here: The Evolution of Commerce Systems

Phase 1: Web Commerce (2005 to 2015)
Websites, pages, categories
Humans did everything
Software was passive
Phase 2: Mobile and Plugin Commerce (2015 to 2023)
Apps, plugins, integrations
Better UX but same operational burden
Merchants stitched together 10 to 30 tools
Shopify made it easy to start.
But running a business still required marketers, merchandisers, support teams, and analysts.
Phase 3: Agentic Commerce (Now)
AI systems that own outcomes
Continuous learning from data
Fewer tools, more autonomy
This mirrors what has already happened in other domains:
GitHub Copilot in development
AI SDRs in sales
AI analysts in operations
Commerce is simply the next system to evolve.
3. Why Conversational Commerce Was Just the Entry Point
Conversational commerce was the first visible signal.
It proved something important:
AI can understand intent better than static systems.
But conversation alone does not run a business.
Agentic commerce builds on conversational interfaces and adds:
memory
planning
execution
feedback loops
Conversation is the interface.
Agents are the operators.
4. What Makes an AI System Truly Agentic

Not every AI feature is an agent.
A real agent must have:
Context
Catalog data, customer behavior, store policies.
Goals
Increase conversion, reduce support load, improve retention.
Actions
Recommend products, respond to customers, trigger workflows.
Learning
Understand what worked, what failed, and improve automatically.
This aligns closely with how AI agents are defined in industry research.
https://www.ibm.com/topics/ai-agents
5. Why Tool-Based Commerce Is Reaching Its Limits
Today, most merchants operate with:
a search tool
a personalization tool
a CRM
a support tool
an analytics tool
Each solves a slice of the problem.
None understand the full system.
This creates:
data silos
conflicting logic
slow decisions
human bottlenecks
McKinsey has repeatedly shown that AI delivers real value when it replaces fragmented workflows rather than adding another layer of tooling.
https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai
Agentic commerce is about collapsing complexity, not adding more software.
6. How Agentic Commerce Actually Works (A Simple Example)
A shopper:
browses products
searches vaguely
leaves without buying
In a tool-based setup, nothing happens.
In an agentic setup:
the shopping agent captures intent
the merchandising agent learns what failed
the growth agent triggers a relevant follow-up
the support agent is ready if the shopper returns
No dashboards.
No manual rules.
Just outcomes.
7. Why This Is Possible Now (And Was Not Before)
Three shifts made agentic commerce practical:
Large language models can understand unstructured intent.
Modern retrieval systems allow reasoning over large catalogs and policies.
Compute and inference costs now allow always-on decision systems.
This is why agent-based architectures are emerging across industries.
https://blogs.microsoft.com/blog/2024/10/21/new-autonomous-agents-scale-your-team-like-never-before/
8. What Agentic Commerce Means for Merchants
Agentic commerce does not mean replacing people.
It means:
fewer repetitive tasks
faster decisions
better customer experience
lower operational overhead
Think of agents as junior employees who never sleep, never forget, and continuously improve.
9. Eldor AI’s Vision: The Agentic Commerce OS
At Eldor AI, our vision is simple:
Every online store should run on a fleet of AI agents, not a stack of disconnected tools.
We are building:
AI shopping agents
AI support agents
AI merchandising agents
AI growth agents
All powered by a shared commerce knowledge layer that understands:
catalog structure
customer intent
store policies
brand constraints
Our belief is that the next Shopify-scale company will not just host stores.
It will actually run them.
10. One Person Running a Billion-Dollar Commerce Business
This is where agentic commerce ultimately leads.
In the future, a single person should be able to run a billion-dollar e-commerce business, not by doing everything manually, but by orchestrating AI agents.
Historically, scale required headcount:
sales teams to convert users
support teams to handle volume
merchandising teams to optimize catalogs
marketing teams to personalize at scale
operations teams to keep systems running
As revenue grew, complexity grew even faster.
Agentic commerce breaks that coupling.
In an agentic system:
sales agents guide discovery and conversion
support agents resolve issues instantly
merchandising agents learn from intent patterns
growth agents run experiments and reactivation
operations agents enforce policies and workflows
Each agent owns an outcome, not a tool.
The human role shifts from execution to direction.
From managing people to setting goals.
This is not fantasy.
It mirrors what automation has already done in media, software, and infrastructure.
Commerce is simply next.
11. Eldor’s Role in Making This Real
At Eldor AI, we are not trying to replace merchants.
We are trying to multiply them.
Our goal is to give founders and operators:
the leverage of a large team
without the overhead of managing one
without stitching together dozens of tools
without losing control over brand or strategy
In this world:
small teams can compete with giants
creativity matters more than headcount
speed matters more than size
That is how billion-dollar outcomes become accessible to individuals.
Closing Thought
Every major software shift followed the same pattern:
tools to platforms to operating systems.
Commerce is entering its operating system moment.
Agentic commerce is not about hype or chatbots.
It is about building systems that understand, decide, and act the way great humans do.
That is the future we are building toward at Eldor AI.
About Author

Lokesh Sharma
Lokesh Sharma cofounder, Eldor AI works at the intersection of search, machine learning, and agentic systems for commerce. An IIT Kanpur alumnus, he has spent years building large-scale AI and retrieval systems, focused on turning messy, real-world data into intuitive, high-impact user experiences.
Dec 17, 2025
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Gen Z doesn’t shop with keywords anymore. They describe intent, occasions, moods, budgets, and constraints in full sentences. This research unpacks why traditional search fails modern shoppers, how conversational shopping restores discovery and what fashion brands must do now to avoid losing high-intent customers silently.
Dec 12, 2025
/
Post by
Lokesh Sharma
Agentic commerce is a shift from tools to AI agents that actually run parts of an online business. Instead of configuring software, merchants set goals and AI systems handle discovery, support, merchandising, and growth. This piece explains why this shift is happening now and how it leads to a future where a single person can run a billion-dollar e-commerce business.
Agentic commerce is a shift from tools to AI agents that actually run parts of an online business. Instead of configuring software, merchants set goals and AI systems handle discovery, support, merchandising, and growth. This piece explains why this shift is happening now and how it leads to a future where a single person can run a billion-dollar e-commerce business.
Agentic commerce is a shift from tools to AI agents that actually run parts of an online business. Instead of configuring software, merchants set goals and AI systems handle discovery, support, merchandising, and growth. This piece explains why this shift is happening now and how it leads to a future where a single person can run a billion-dollar e-commerce business.
Dec 12, 2025
/
Post by
Lokesh Sharma
Agentic commerce is a shift from tools to AI agents that actually run parts of an online business. Instead of configuring software, merchants set goals and AI systems handle discovery, support, merchandising, and growth. This piece explains why this shift is happening now and how it leads to a future where a single person can run a billion-dollar e-commerce business.
Agentic commerce is a shift from tools to AI agents that actually run parts of an online business. Instead of configuring software, merchants set goals and AI systems handle discovery, support, merchandising, and growth. This piece explains why this shift is happening now and how it leads to a future where a single person can run a billion-dollar e-commerce business.
Agentic commerce is a shift from tools to AI agents that actually run parts of an online business. Instead of configuring software, merchants set goals and AI systems handle discovery, support, merchandising, and growth. This piece explains why this shift is happening now and how it leads to a future where a single person can run a billion-dollar e-commerce business.
