During its third‑quarter earnings call, DoorDash revealed that orders originating from third‑party AI agents such as Muse, Instinct and Fo totalled only “several hundred” to date. That figure is small relative to the company’s overall volume: DoorDash’s 2025 report says it completes an average of 3 million deliveries per day.
CEO Tony Xu’s comments
Responding to an analyst, DoorDash CEO Tony Xu described agent‑based ordering as a highly dynamic area. He cautioned against unrealistic expectations while recognizing technological trends, saying: “if you look at where AI agents are today, we’re seeing maybe several hundred orders in total from some of these third‑party agents.”
Most customers still order through the app
According to DoorDash, the majority of users continue to place orders through the company’s own app. At the same time, DoorDash wants to understand agentic use cases better and cultivate a constructive relationship with third‑party agent developers. Xu also suggested there could be future opportunities to advertise within these agents.
DoorDash’s own agents and integrations
DoorDash has rolled out several agent‑style tools in recent months:
- Ask DoorDash, a chatbot launched in June that accepts prompts and photos to place orders;
- a command‑line (CLI) agent introduced in July;
- a text‑to‑order agent launched in September;
- an MCP released to enable ordering from other chatbots, aimed primarily at corporate ordering scenarios.
Industry stance on agent access
The broader landscape for agent‑based ordering is still evolving, and websites vary in whether they allow agent access to their content. For example, Amazon has been blocking personal agents, while Walmart has explicitly welcomed them in an effort to capture business from competitors.
Why this matters
DoorDash’s figures indicate that, for now, AI agents account for a negligible share of consumer ordering volume compared with traditional app usage. Companies will need to monitor how agent adoption develops and decide how to integrate, partner with, or monetize interactions through these emerging interfaces.
