Ads on ChatGPT could be built around shopping intent
November 19, 2025
As the AI platform becomes more central to how people seek information and shop online, the company behind it is exploring how advertising might be introduced in a way tied to “shopping intent”. This article unpacks what that means, why it matters now, and what implications it has for users, advertisers and the digital economy.
When we talk about ads on ChatGPT, we refer to the potential display of promotional or commercial content within the ChatGPT conversational interface managed by OpenAI. According to recent commentary, OpenAI is considering a model where advertisement opportunities align more directly with user commerce intent (for example, when someone asks for product advice)
One of the key pointers: OpenAI’s CEO of Applications, Fidji Simo, said:
“Advertising as a model works really well when you have a lot of commerce intent. We have a ton of it already, people coming and asking for shopping advice.”
So the notion is: when users engage ChatGPT for shopping or product-recommendation conversations, that moment may be a natural fit for ads or branded suggestions.
Here are some of the concrete signals:
- OpenAI already supports a shopping-oriented feature: when a user’s query suggests shopping, ChatGPT shows product options with imagery, descriptions and links — but not ads (for now).
- OpenAI has also launched “Instant Checkout” for merchants to connect in chat conversations, facilitating purchases inside chat.
- Reports show that OpenAI is exploring how ads could be integrated, emphasising that if ads come they must be “very different from what has been done before”, respecting conversational context.
- The commercial-intent angle: major surge in shopping-type queries in ChatGPT is driving the thinking about ads.
The convergence of conversational AI + shopping intent + ad monetization brings several interesting angles:
Instead of banner ads or cold display units, ads could be integrated into the conversation at the moment someone says “I want to buy X” or “recommend me Y”. That aligns with high purchase intent, which typically yields better performance (CTR, conversion) in digital advertising.
If ChatGPT becomes a shopping interface, brands and retailers will see ChatGPT as a channel: not just search, not just retail store, but conversation + recommendation + checkout. This could open new advertising models (sponsored suggestions, product-rank boosts, etc).
Because chats capture user intent intimately (e.g., “I need a durable outdoor jacket under ₹10,000”), advertisers can target much more precisely. But that also raises concerns around privacy, data usage, and transparency. Research in generative-AI advertising shows that embedding ads in chatbots raises trust issues.
As one analytical article put it, conversational shopping is replacing traditional keyword search: users ask “what comfortable shoes for morning walks” instead of “women running shoes size 38”. That means brands must rethink how to appear in such scenarios (feed optimization, conversational SEO, etc).
While the promise is large, several open issues exist:
- User Experience: If ads are too intrusive or break the conversational flow, users may dislike the experience. OpenAI emphasised that ads must be respectful and aligned with user goals.
- Trust & Transparency: Users may distrust recommendations if they suspect monetization bias. The academic study found that unlabeled ads in chatbots were rated lower once users realised they were ads.
- Privacy & Data: Because the model may use memory and past interactions, how much user data will be used for ad targeting? OpenAI noted the data-use side is delicate.
- Monetisation strategy: Will ads come in ChatGPT itself, or another product? The head of ChatGPT suggested ChatGPT “might not be an ads-y product” but other products might. The Verge
- Global/regional rollout and regulation: In India and other markets, regulations around online advertising, personalization, and consumer fairness may shape how this evolves.
- You may start encountering more product suggestions tied to your shopping chats in ChatGPT (if ads roll out).
- The conversational style may make discovering products easier (you ask naturally, you get suggestions).
- But you’ll also want to check for transparency: Are suggestions unbiased? Is your data being used for targeting?
- It could open a new channel: conversational commerce via ChatGPT could be a place to appear.
- Brands will need to ensure their product feeds/data are optimized for conversational AI (structured metadata, correct attributes, clarity) given the research on “optimised feeds” for AI shopping.
- Thought should go into how to integrate with this new form: will you pay for placement? How will you measure performance in the conversational context?
- Be mindful of compliance: ad targeting, disclosures, consumer protections may differ in India vs US.
- Whether OpenAI formally announces an ad programme in ChatGPT — when, how and where.
- How the ad model is structured: Will it be product-suggestion based, sponsored placements, or more integrated?
- How users respond: Will conversational ads maintain trust or drift into annoyance?
- How brands prepare: Are they optimizing for conversational SEO, feeds, merchant integration?
- Regulatory/ethical responses: As chatbots become commerce platforms, oversight of how ads are used will likely increase.
The idea of ads on ChatGPT built around shopping intent is a timely development in the intersections of AI, commerce and advertising. With users already turning to the chatbot for product advice, the moment seems ripe for monetisation – but the challenge will be doing it without undermining user experience, trust or privacy. For brands and advertisers, this could represent a new frontier; for users, a new way of discovering and buying. Whether it becomes a major channel remains to be seen, but the signals are clear.
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