Walmart 推出 Agent Gateway 向 AI 智能体开放代购,与 Amazon 的封锁路线相反
While Amazon blocks AI agents, Walmart rolls out the welcome mat
- 1Walmart 发布 Agent Gateway,供经批准的 AI 智能体搜索其在线库存并代用户下单
- 2下月推出 Agent Profiles,用户可为每个智能体设专用档案,选择逐笔审批或设定消费上限
- 3智能体须遵守 Walmart 专属条款,不得访问支付信息,退货流程适用于智能体失当的情形
- 4与 Amazon 封锁代购智能体的做法相反,功能面向所有 Walmart 账户,无需 Walmart+ 会员
零售平台在智能体代购上分化为封锁与开放两条路线,Walmart 选择用协议接入加账户控制把智能体流量变成可管理渠道。
- 影响:是否允许智能体代购正在成为零售电商的渠道策略选项,可对照 Amazon 与 Walmart 两种做法;退货兜底、审批和额度机制会直接影响消费者尝试意愿;接入协议与智能体条款也会构成新的平台对接工作。
- 参考:可考虑先核算自家平台是否已有智能体流量及其下单占比;零售同业值得评估 MCP 这类接入协议的适配成本,以及专属条款、逐笔审批或消费上限机制的搭建可行性。
- 依据:功能、条款与控制机制为 Walmart 在 Masters of Scale Summit 上的官方口径,暂无独立验证;Amazon 开始封锁代购智能体为 TechCrunch 报道的背景事实。
Walmart is embracing agentic commerce with the launch of its own Agent Gateway to manage transactions and other new features aimed at customers using AI agents, the retailer announced on Wednesday. The move comes shortly after Walmart’s top competitor, Amazon, began blocking AI agents from making purchases on behalf of online shoppers.
The company’s embrace of AI technology differentiates it from other online businesses, including not only Amazon but also various travel and booking sites, which have responded to the growing consumer adoption of AI agents by locking them out of their websites completely. Walmart, on the other hand, had already announced a partnership with a leading agent in the space, Meta’s Muse, and offers integrations with popular AI apps like ChatGPT, Gemini, and others.
Now, it’s expanding on those efforts with more technology to prepare for a world where AI agents become mainstream, said Walmart President and CEO John Furner, speaking at the Masters of Scale Summit in San Francisco on Wednesday. The technology will support agentic shopping from both Walmart and the company’s discount warehouse, Sam’s Club.
It starts with Walmart’s Agent Gateway, the company’s new MCP server, which is designed to help approved agents connect to Walmart over the model context protocol (MCP). The protocol, originally created by Anthropic, allows AI agents to connect to external data sources, tools, and other workflows. In this case, it lets an AI agent search across Walmart’s online inventory and make purchases on behalf of the agent’s user.
What’s more, the retailer says that its Agent Gateway will be able to help customers shop for their usual brands or items without having to share their personal information or purchase history directly with the agent.
The company has also developed new technology to differentiate an agent’s purchases from those initiated directly by the customer, and to give shoppers more control over what their agents can and cannot do.
With Agent Profiles, rolling out next month, customers will be able to authorize each AI agent they use with a dedicated profile in their account, allowing them to see the agent’s purchases separately from their own. Plus, customers will be in control of how purchases get approved by either requiring approval for each transaction or by authorizing transactions within a certain spending limit they set.
The retailer says these controls are similar to adding someone as an authorized user on your credit card, where their transactions are identified, and you can cap their spending.
The Agent Profiles will be created the first time you use a given agent to shop through the Walmart Agent Gateway, the company notes. To get started, you’ll authorize and link the Agent Profile to your Walmart account, then set your controls or spending limits. You can also delete an Agent Profile at any time. Agent support is available for anyone with a Walmart account; a Walmart+ membership is not necessary.
Alongside these technologies, Walmart is introducing special “terms” for AI agents, which specify how they must operate and what rights they have to transact on its site. Of note, Walmart says that its returns process applies, including when an agent doesn’t act as intended. That’s a customer-friendly condition that could sway consumers who were worried about being an early tester of agentic commerce, as they won’t fear ending up with products they don’t want because of a misbehaving agent.
Walmart also says that agents can’t take actions beyond what the shopper intends, can’t access the customers’ payment information, and can only access the information they need for the given task. Agents that don’t comply with the terms will be blocked from accessing Walmart’s site.
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来源:TechCrunch · AI · techcrunch.com