kya Insights · issue #1 · week 2026-W36
The Front Door
The week's news and original research on agentic commerce
New here? This comes in two halves. The first is what happened in agentic commerce this week: policy changes, platform moves, anything that shifts how AI agents reach a commerce site. The second is our own numbers. Every day we send AI shopping agents to 23 big consumer sites, the same sort ChatGPT and Claude use when you ask them to go shopping, and we write down what happens to them. Do they get in. How far do they get. Do they come back with anything you could use. We've been running it since June. We don't name sites.
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What we found this week
Most sites aren't blocking agents on purpose.
18 of the 23 sites we watch publish nothing at all about AI agents. 2 say agents are welcome. None say keep out.
So whatever an agent runs into on your site, there's a good chance nobody chose it. It's a bot rule someone wrote years ago to keep scrapers out.
What to do. Two questions worth putting to your team. Are we turning agents away? Did anyone mean to?
More sites turned an agent away than let one in.
9 of 23 are open to every kind of agent. 6 are closed to all of them.
5 let a real browser in but turned away anything that fetched the page without running it. That's the crawler behind AI search answers getting the door, while agent mode walks in.
3 returned a bot challenge that lets some sessions through. We haven't called those yet.
What to do. If you're in that group, decide whether you want AI search to see your catalog. Right now it can't.
Resale marketplaces are the hardest door to get through. Real-estate marketplaces are the easiest.
auto marketplaces
1 open · 1 interactive only · 2 closed · 2 other (of 6)
resale marketplaces
1 open · 2 interactive only · 2 closed · 1 other (of 6)
home-services marketplaces
3 open · 2 interactive only · 0 closed · 0 other (of 5)
real-estate marketplaces
4 open · 0 interactive only · 2 closed · 0 other (of 6)
Agents let in, by vertical. Each bar is scaled to that vertical's own count.
Real-estate marketplaces let 4 of 6 in. Resale marketplaces let 1 of 6 in.
12 of these 23 readings are the first we've taken. We'll check them again next week before we call them settled.
What to do. Look at your own vertical. If you're in resale marketplaces and never made a call on agents, you're probably blocking them. Worth measuring before the September 15 default change.
Agents rarely finish the job, and they quit in different places.
This one covers home-services sites only.
Of 44 agent attempts across 4 home-services sites over 3 cycles this week, 2 reached the point of submitting a lead.
a national home-services marketplace: 9 of 11 stopped at picking a service (1 at the lead form).
a caregiver marketplace: 5 of 11 stopped at the lead form (3 at picking a service).
a task and handyman marketplace: 7 of 11 stopped at the multi-step quote form (2 at the lead form).
a national handyman marketplace: 2 submitted a lead; 8 of 11 stopped at the lead form (1 at the address step).
3 cycles, 11 agents per site. We can see where a run stopped. We can't yet tell whether the site stopped it or the agent gave up on its own.
What to do. If your funnel has a multi-step form, that's where agents quit. Might be worth checking whether people quit there too.
We got prices back. We can't prove where any of them came from.
This one covers grocery sites only.
Across 10 grocery sites, agents came back with a price and stock status 40 times out of 100. The best site answered 10 of 10. 3 gave us nothing at all.
Then we went back through those 40 answers to see which store each price had been read from. 0 of 40 could say.
That's a limit on what we can prove, not evidence the prices were wrong. We're flagging it because it changes what the 40 is worth.
What to do. If your prices move by location, look at what an agent sees before it's picked a store. That's the number a shopper ends up with.
Biggest change this week
Nothing yet. This is the first issue, so there's no last week to hold it against. From next week this is where the single biggest move goes: a site that opened up, a vertical that tightened, a number that shifted enough to matter. If nothing moved, it'll say that.
How we measure
23 sites across 4 verticals for who gets in. 4 home-services sites for how far agents get. 10 grocery sites for whether an agent can read a price. Our agents visit every site daily, so this is an ongoing panel rather than a one-off sweep. Every site gets two readings we keep apart: what it says about agent access, and what actually happened when an agent turned up. A wall that only stops a fetch-only crawler is counted apart from one that stops a real browser too. We never name a site.
Observatory
Want to know where your own site lands? Everything above is anonymized. We can run the same thing on your domain and leave the name in, every week, stage by stage. From $79 a month. Opening soon.
Generated 2026-09-04T22:16:29.040Z. Anonymized — sites are never named. This report highlights patterns; it does not decide anything on your behalf.