In April my biggest e-commerce client saw a 340% increase in non-Googlebot traffic. The culprit wasn't a scraper. It was ChatGPT Agents executing user tasks — checking prices, comparing specs, sometimes adding items to carts on behalf of humans who'd never see the page.
The new traffic class
Agent traffic behaves nothing like classic crawler traffic. It's transactional, it converts (sometimes), and it doesn't respect crawl-delay the way Googlebot does. Most sites are either blocking it entirely or letting it through unmanaged. Both are mistakes.
- Identify the user agents — OpenAI's GPTBot and ChatGPT-User are different things.
- Decide per-bot what to allow, not blanket allow or blanket deny.
- Rate-limit agent traffic on transactional endpoints, not on content pages.
- Serve the same HTML to agents as to humans — cloaking signals distrust.
The conversion question
When an agent converts on behalf of a user, who owns the customer relationship? I don't know yet. Neither does anyone else. But the sites that show up as the source the agent chose will be the ones that get to find out.
Treat AI agents like very motivated, very fast affiliate partners. Optimise the page for both the human watching and the model deciding.