Will affiliates go bankrupt because of Agentic Commerce?

Will affiliates go bankrupt because of Agentic Commerce?
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7min.

(Spoiler: no. You just have to adapt again)

What kind of a beast is Agentic Commerce

Agentic commerce is a new stage of e-commerce development, where, in fact, purchases are made for you not by people, but by artificial intelligence.

You just say: “find me shoes for the gym up to $100” and AI finds the best options, reads reviews, compares prices, and even places an order.

In fact, this is a personalized offline shopping experience: you set the conditions, and the agent does the rest.

The future is already here

The first integrations with agents started in the US, but the model is already expanding globally. Analysts predict that in 2026-2028, agentic commerce will become a mass phenomenon, and by 2030, up to 40% of online purchases will be made or completed by AI agents (according to McKinsey).

Who is already in the game

Etsy and Shopify have already connected to ChatGPT(Reuters)

Frasers Group (brands SPORTS DIRECT, FLANNELS, FRASERS) launched the first European integration(RetailTech Innovation Hub)

What it means for arbitrageurs

Shopping behavior is changing. “Classical advertising” is working less and less well: new generations do not trust banners and targeting at all. Therefore, affiliates will have to update their approaches and adapt traffic sources now.

No panic! When Google replaced print advertising, SEOs did not disappear, they adapted.

When AI agents replace Google Ads, affiliates will also evolve, just into a new role: AliCommerce optimizers.

New rules of the game

Agent instead of advertising

AI assistants (e.g. ChatGPT, Gemini, Siri) decide what to show the user. They do not see banners, do not click ads, but only analyze: ratings and reviews, prices, overall brand reputation, affiliate feeds.
PPC and SEO are fading into the background, while the importance of data and integrationsis growing.

Affiliate links – agency offers

Instead of banners and tracking URLs, affiliates need to offer structured data feeds or API offers that the agent can “read.”“Find cool sportswear up to $150 with 10% off.”AI will pull this data from affiliate networks (e.g. ClickDealer, Impact, Awin, CJ, etc.). And those who integrate earlier will stay in the game.

AI recommendations are a new advertising space

Affiliates can become a “source of trust” for AI. How: “Trusted experts” submit their selections → agents show these products → affiliates receive a commission.

The new generation influencer is a data-driven expert, not a blogger.In the new model, affiliates work for two audiences:

  • AI agents – logic, data, transparency.
    People – emotions, style, trust.
  • Advertising and marketing for AI

    An agent does not evaluate jokes or emotions. It needs clear data: prices, delivery and return terms, seller’s rating.

    If your offers are structured and clear, AI will choose you first.

    Marketing for people

    But it is important for a person to see photos, reviews, and atmosphere. This is where stories, creativity, UGC, and authenticity work.

    Data attracts an agent, and emotions convince a person to make a choice.

    Or there is always another way – to stay away

    Automation will not replace human voice, trust, and taste. If you have your own audience(through newsletters, Discord, Telegram, or Threads), people will come directly, bypassing agents.

    So build a brand that people are looking for themselves.

    Or choose categories that are not automated

    There are niches where AI cannot replace human choice:

    perfumes, fashion, decor, food – where taste and style are important;
    expensive purchases: gadgets, home appliances, cars.

    In these segments, people want to see reviews, videos, comparisons, and it is affiliates who create such content that will remain in demand.

    Summary

    Agentic commerce will not bankrupt affiliates, it will just change the rules.

    Those who learn to give data to agents and emotion to people will take all the cream off the new era of e-commerce.

    And if you are looking for proven offers –they are in ClickDealer

    Share your thoughts!

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