From AI Conversations to Real Orders: Who Could Benefit?

When AI moves from recommendations to transactions, platforms already handling frequent digital purchases could gain from smoother, faster, automated commerce. Imagine telling an AI, Earlier, AI could suggest options but the final checkout still needed you. Now, agentic payments are trying to connect AI decision-making directly with commerce and UPI payments. One interesting Nifty 500 name to watch from this theme is Eternal Ltd.

Its Zomato platform was included in the Razorpay–NPCI pilot that allows users to discover and order food through Claude without leaving the conversation. The bigger story is not just one order. If AI agents gradually become the new interface for everyday spending, food and quick-commerce platforms could see a shift from “search → compare → checkout” toward “ask → decide → transact.” That could potentially improve convenience and reduce friction in high-frequency digital commerce. However, this remains an emerging technology and the financial impact on any individual company is not yet established. The pilot itself is an early-stage development. Watch how quickly agentic commerce moves from pilots into meaningful transaction volumes, and whether it improves customer frequency, conversion and economics.