Forter’s AI agent order data has shown a steady growth throughout the summer. From August to September, there was 24% month-over-month growth — or 48% if we include Instinct and Grok Bot, whose first orders we detected on September 1.
Then Meta launched Muse.
We began detecting Muse orders on September 21. That week, agentic orders were up by 229% month-over-month. While Muse’s dominance has since waned, it still placed 43% of agentic orders in the week of October 12.
Read on to learn more about data from our network.
Last updated: October 23, 2026
The methodology of our AI agent order data
This content is based on agentic commerce data from Forter’s network, spanning July 23 to October 20, 2026. Here is a quick guide on how to read the data:
- Agentic orders refer to orders placed through an AI agent. OpenAI (ACP or ChatGPT Instant Checkout) and Google (UCP or Gemini) check out through commerce protocols, identified by where the shopper came from. Muse, Instinct, Grok Bot, and ChatGPT Agent — a browsing agent that’s reported separately from OpenAI’s protocol checkout — use screen scraping, driving the merchant’s own checkout pages, identified by the agent platform. “All agents” counts each agentic order once.
- Detection dates are the dates we started detecting agents reliably, which may be later than the dates they actually started placing orders. Instinct and Grok Bot first appeared on September 1. Muse was first detected on September 21.
How agentic orders have accelerated since the launch of Muse
Throughout August, OpenAI placed 82% to 93% of agentic orders every week. During its first week of detection, Muse accounted for more than half of agentic orders. Growth has been so fast that within eight days, Muse placed two-thirds of the agentic orders we saw during the previous month.
However, Muse’s growth has been additive, rather than coming at the expense of other agents. Since its launch, all agentic orders are now roughly 5x their level in the first week of this data.
Since Muse arrived, OpenAI’s daily orders are up 25% week-over-week. The gap between Muse and OpenAI narrows when you factor in basket size. There are 16 percentage points between the two agents’ share of orders. Their share of spend is farther apart still — 21 points, since Muse’s orders skew smaller than OpenAI’s.
Muse ushered in a shift in AI agent order data, with screen-scraping agents overtaking commerce protocols. They made up 1% of agentic orders in late July and 70% in the week of October 12. OpenAI is the one company that sells through both a checkout protocol and through a screen-scraping agent. Within three months, ChatGPT Agent went from placing 1% to 15% of OpenAI’s agentic orders.
Screen-scraping agents outpace the commerce protocols in part because they reach far more stores. They can shop anywhere, while the protocols can only reach those stores that have integrated them.
Muse bought at 74% of the stores that received any agentic order. ChatGPT Agent bought at 45%: nearly double OpenAI’s commerce protocol.
The shopping habits of AI agents
Agentic orders are heavily concentrated in North America. The Google and OpenAI protocol pilots are US-only, while Muse is limited to the US and Canada. ChatGPT Agent has the most global footprint, placing nearly a quarter of its orders outside the US.
To keep the comparisons fair, we removed the effect of agents making shopping decisions based on price alone. The average agentic order was $226.
Spending 55% below the average, Google skews the numbers significantly as it only supports a single-item checkout. Google’s smaller orders suggest single-item or repeat purchases.
This is atypical for agents, which tend to be used for larger, more considered purchases. Only 27% of agentic orders are $50 or less: another average skewed by Google.
Purchases between $50 and $200 are the most common for all agents. Grok now has the largest share of orders greater than $500, and also makes the most expensive purchases on average, just ahead of OpenAI. Looking at which agents shop where, we see very little overlap in agents’ specialties. OpenAI dominates shipped retail categories: apparel, beauty, sporting goods, and consumer electronics.
Take control of your agentic checkout
The right customer experience and ease of access to the agentic commerce will drive a step change very quickly. Merchants must prepare before the tidal wave, not rush to fix after it arrives.
Forter helps merchants both protect themselves from automated fraud and promote a seamless customer experience with headless checkout.
Contact [email protected] to start now.
