Amazon blocked Meta’s Muse AI assistant. DoorDash launched an AI agent in Apple’s iMessage for text-based orders. The agent uses phone numbers to match user profiles and stored payments. A pilot is live with 20,000 US iOS users. DoorDash’s in-app chatbot saw 50% higher basket values for grocery orders. Early agent traffic had two-thirds smaller baskets. Half of DoorDash customers arrive without knowing what to order. DoorDash is in talks with Meta for a Muse connector. Airbnb added AI search with text or voice input. Airbnb plans to launch its own agent in 2027. Airbnb treats ChatGPT and Muse as traffic sources. Meta has no ads in Muse and explores commerce fees from merchants. Meta aims to profit by taking a small fee from transactions.
What changed
Vertical apps handled all user interactions within their own interfaces.
What it unlocks
Ordering via text in iMessage without opening the DoorDash app.
- 50% higher basket value for grocery orders via DoorDash chatbot
- 2/3 smaller baskets for early agent traffic
- 20,000 US iOS users in DoorDash Messages pilot
- 50% of DoorDash customers arrive without knowing what to order
What you need to act on it
- iOS device
- DoorDash account with stored payment
- known order preference
Sources