Hi All
Over the past year, we’ve been tracking traffic patterns across hundreds of Shopify stores using Datma, our analytics platform built on top of Shopify’s data infrastructure. One particularly interesting trend has started to surface, and it’s worth a closer look.
Between January and September 2025, sessions tagged with utm_source=chatgpt have shown a remarkable rise, growing from almost zero visibility at the start of the year to a small but steadily increasing share of total traffic by late summer.
Here’s what the aggregated data looks like across a sample of stores we monitor:
| Month | ChatGPT Sessions | Total Sessions | % Share |
|---|---|---|---|
| Jan 2025 | 115 | 20,495,080 | 0.0006% |
| Feb 2025 | 341 | 17,947,353 | 0.0019% |
| Mar 2025 | 1,727 | 20,504,377 | 0.0084% |
| Apr 2025 | 5,280 | 22,422,817 | 0.0235% |
| May 2025 | 9,926 | 25,029,631 | 0.0397% |
| Jun 2025 | 16,382 | 25,446,637 | 0.0644% |
| Jul 2025 | 23,084 | 27,725,270 | 0.0833% |
| Aug 2025 | 33,548 | 29,392,545 | 0.1141% |
| Sep 2025 | 27,011 | 30,452,958 | 0.0887% |
What does this mean?
Even though the absolute numbers are small, the growth rate is striking, from effectively nothing at the start of the year to over 0.1% of total tracked traffic by August. That may seem minor, but when viewed across tens of millions of sessions, it signals that ChatGPT and other AI assistants are beginning to act as meaningful traffic sources.
This trend likely reflects a few converging shifts:
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The growing use of ChatGPT’s browsing and link-sharing capabilities.
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Customers interacting with AI-based shopping assistants or GPT-based recommendation bots.
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Shoppers asking AI tools directly for product suggestions, and ending up on store pages.
Why it matters
For years, we’ve optimised for search (SEO), ads, and social discovery. But AI tools like ChatGPT, Perplexity, and Gemini are increasingly intermediating customer intent meaning the way people find your store could soon rely on how well your content and product data are understood by these models.
It raises some big questions:
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How will merchants adapt if conversational AI becomes a discovery channel?
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How Shopify stores are thinking about “AI optimization”, similar to SEO ensuring structured product data, clear brand signals, and sharable answers?
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Will there be a new category of analytics dedicated to tracking AI-driven referral traffic?
At Datma, we’ll continue to monitor and share aggregated insights as this pattern evolves but I’d love to hear your thoughts.
Are you noticing any AI-sourced traffic (ChatGPT, Perplexity, etc.) in your own analytics?
Do you plan to adjust your marketing or content strategy for this shift?
Peter - Datma