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Agentic Commerce: The Next Operating System for Online Businesses

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

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:

  1. Large language models can understand unstructured intent.

  2. Modern retrieval systems allow reasoning over large catalogs and policies.

  3. 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:

  1. Large language models can understand unstructured intent.

  2. Modern retrieval systems allow reasoning over large catalogs and policies.

  3. 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

/

Post by

Lokesh Sharma

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.

Thought Leadership

Dec 17, 2025

/

Post by

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.

Thought Leadership

Dec 17, 2025

/

Post by

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.

Thought Leadership

Dec 12, 2025

/

Post by

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.

Thought Leadership

Dec 12, 2025

/

Post by

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.

Thought Leadership

Dec 12, 2025

/

Post by

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.

Thought Leadership

Dec 12, 2025

/

Post by

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.