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AI Agents Are Shopping Your Store (Your CRO Is Invisible) | Raphael Cohen
Right now, while you read this, an AI agent could be on your store, reading your product pages and deciding whether to recommend you to a real customer. You will not see it in Google Analytics, and everything you built to convert a human is invisible to it.
Raphael Cohen ran product for 150 million people at Waze and has had two companies acquired. Now he is building Haggle (haggl.ai), the infrastructure that lets your store intercept AI buyer agents, negotiate with them, and win the recommendation before they move on. This conversation changed how Andrej thinks about where ecommerce is going.
The shift he is betting on:
Attention used to be the scarce resource you paid Google and Meta for.
AI agents have unlimited attention, so that lever disappears.
The only thing that wins an agent is a genuinely better product and offer.
In this episode:
- Why your urgency timers, pop-ups, and CRO tests do nothing for AI agents
- How AI buyer agents already scrape your store without showing up in analytics
- The "1% of traffic" trap, and why that number is about to 10x again
- How agent-to-agent negotiation works, and why you cannot bribe an agent
- Negotiating against verifiable data: discounts that only unlock for proven high-value customers
- Why heavy discounters should go premium up front and negotiate in the back
- Where brand still wins with agents, and where it stops mattering
- The one zero-risk step every Shopify brand should take this week
Chapters:
00:00 The AI agent shopping your store right now
00:55 Why he left Waze: the ad model is a zero-sum game
06:52 The end of the attention economy
09:15 What agents do on your store that you can't see
14:34 The traffic is already here, and growing 100x
19:09 Can you cheat the system? Negotiating against verifiable data
23:34 Why your CRO is invisible to AI agents
26:57 Why "I'll deal with it at 1%" is a trap
30:00 How Haggle works: agent-to-agent negotiation
34:30 Go premium up front, negotiate discounts in the back
37:23 Does brand still matter to AI agents?
39:01 Who actually deserves a discount: defining your ICP
40:37 How Haggle fits with OpenAI and Google's protocols
42:43 What every Shopify brand should do this week
45:18 Lightning round and where to find Raphael
Connect with Raphael:
Haggle: https://haggl.ai
LinkedIn: https://www.linkedin.com/in/raphco/
Ecom Growth Insider is the podcast for ecommerce founders who want to scale profitably. New episodes on paid media, CRO, offers, pricing, and the operating systems that actually move the needle.
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