AI and advertising traffic: when the click does not come from a person

The way we discover content, offers and ads is changing rapidly as AI agents and virtual assistants become part of the online journey.

According to Gartner, traditional searches on Google were projected to decline by 25% by 2026 as chatbots and virtual agents gained ground. This shift also changes how advertising traffic is generated and measured.

Beyond reading: AI browses, clicks and interacts

AI agents are not passive viewers of the web, but actors who use mouse, keyboard and even visual browsers to interact with pages, fill out forms, book hotels and complete tasks. OpenAI, Anthropic and Microsoft have developed systems that allow these agents to do exactly what a human user would do, but with different precision and speed.

This changes everything, especially for those who care about paid media: AI agents not only read ads, but often click them, evaluate them and even perform conversions. In the most recent tests, GPT-4o-based agents, Claude 3.7 Sonnet and others showed a very similar behavior to that of a real consumer, clicking banners, sponsored ads and completing bookings with very high conversion rates.

Real conversions or simulations? The AI traffic dilemma

A surprising fact: some conversions generated by AI agents reach success rates of 100%. But what does this mean for a business? A click or a tracked conversion may look perfect for Google Ads or analytics, but do not always reflect a true intention of human purchase. Agents could simply compare offers, test experiences or simulate a route, without a real will to buy.

Agents see advertising differently from people

An interesting study highlighted that AI agents tend to ignore purely visual elements such as GIF or only textual banners, preferring instead buttons and links semantically clear in the page code. When the call to action (CTA) “Order Now” was just a text in an image, no agent clicked. But when that CTA became a real HTML button, clicks increased significantly.

In addition, agents show a trend to “satisficing”: they stop just finding a pretty good answer, without scrolling through the pages or exploring too much. This indicates that their way of interacting can be very different from the human one, with important impacts on digital advertising.

Automation and abuse risks

The ability of AI agents to complete economically sensitive actions, such as subscription offers or participate in sweepstake, opens delicate scenarios. It’s not about “rubing money” but an automation that crosses commercial funnels and generates conversions that for advertising systems look genuine. The real challenge is to distinguish between useful, risky or even fraudulent automations.

AI traffic: a complex and growing ecosystem

According to HUMAN Security, traffic generated by AI agents increased by 7,851% only in the last year, and often these agents navigate product pages, account access and checkout flows. Here the boundary between legitimate automation and abuse becomes very thin, and understand who is acting on behalf of those who and with what intent is fundamental.

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Questions and answers

Why does the expected decline in traditional research change how advertising traffic should be handled?

According to Gartner, by 2026, the volume of traditional Google searches will fall by 25%, largely replaced by AI chatbots and virtual agents. This means that a growing part of the traffic that comes to your ads is no longer born from a person who types a search, but from an automatic system that acts on its behalf. If the campaigns continue to treat this traffic as if it were always human, they risk optimizing on increasingly less reliable signals. It is therefore necessary to recognize and correctly interpret this new type of traffic generated by AI agents.

Are AI agents limited to reading pages or really interacting with ads?

AI agents are not passive viewers of the web, but actors who use mouse, keyboard and even visual browsers to interact with pages, compile forms, book services and complete entire tasks. Companies like OpenAI, Anthropic and Microsoft have developed systems that allow these agents to do exactly what a person would do, but with different precision and speed. This means that agents not only read ads, but often click them, evaluate them and arrive until conversion. In the most recent tests, some of these agents showed very similar behavior to that of a real consumer, with even very high conversion rates.

Does a conversion generated by an AI agent always mean a really interested customer?

Not necessarily. Some conversions generated by AI agents reach success rates of 100%, a data that looks great but hides a problem: that click or that tracked conversion can look perfect for Google Ads or analytics, but without reflecting a true human purchase intention. An agent could simply compare offers, test the experience of the site or simulate a purchase path, without any real will to buy. For this reason it is important not to blindly trust the number of conversions, but also to understand the nature of the traffic that generates them.

How do AI agents behave differently than a human user on a page?

Some studies have shown that AI agents tend to ignore purely visual elements, such as GIF or text-only banner, preferring buttons and links semantically clear in the page code. When a call to action like "Order Now" was just a text in an image, no agent clicked, while turning it into a real HTML button clicks increased significantly. The agents also show a tendency to "satisficing": they stop as soon as they find a pretty good answer, without exploring the page as a human user would often. This behaviour very different from the human one has an important impact on how digital advertising is read and interpreted.

How much did the traffic generated by AI agents really grow?

In 2024 automated traffic exceeded human traffic for the first time, with bad bots representing 37% of total internet traffic. According to HUMAN Security, the traffic generated specifically by AI agents increased by 7,851% only in the last year, a data that gives the idea of the speed with which this phenomenon is expanding. These agents often browse product pages, log in to accounts and cross checkout flows, acting very similar to a real user. This makes the boundary between legitimate automation and traffic more subtle to monitor carefully.

Does the economically sensitive actions completed by AI agents involve special risks?

Yes, the ability of AI agents to complete economically sensitive actions, such as subscription offers or participate in promotions, opens delicate scenarios for those who manage advertising campaigns. It is not necessarily aft or direct abuse, but an automation that crosses commercial funnels and generates conversions that, for advertising systems, seem completely genuine. The real challenge becomes therefore to distinguish between useful automations, risky automations and even fraudulent behaviors. For this reason, monitoring and interpreting this type of traffic is becoming increasingly important to protect the advertising budget.

Do AI agents always declare themselves as such or hide from normal users?

In part, yes, but not entirely. Many AI agents openly declare their identity through the browser user agent they use, so technically it is possible to recognize them and distinguish them from human traffic. The problem is that this statement is not mandatory or always reliable: an agent can also disguise itself as a normal browser. Also when identity is declared correctly, it remains to decide what to do with that traffic, because simply excluding it completely risks penalizing legitimate automations, such as price comparisons authorized by users themselves.

Are all AI agents visiting a site equal or are some more legitimate than others?

No, and that's exactly the delicate point. Some AI agents act on behalf of a real user who has given a precise instruction, such as "find me the cheapest flight" or "compared with these three products", so they still represent a genuine interest, though mediated by a software. Others are simple scraping bots or automated tests without any real user behind. For advertising campaigns the difference is huge: in the first case there is a potential economic value, in the second is only a cost without return.

Does Google Ads and Meta already have systems ready to manage traffic from AI agents?

Advertising platforms are still adapting their systems to this relatively new phenomenon, so at the moment they offer partial protection. The existing filters are mainly designed to recognize traditional bots and basic automated traffic, not necessarily the most advanced AI agents that better imitate human behavior. With time it is likely that Google and Meta will strengthen specific controls on this type of traffic, but in the meantime a dedicated monitoring helps to bridge the gap and protect the budget immediately.

Should I block all the traffic from AI agents a priori?

Not entirely, and it would also be counterproductive to do so. Some AI agents represent legitimate automations, requested directly by a real user interested in your product or service, and blocking them a priori would mean losing that value. The most effective solution is not a total block, but an analysis that distinguishes useful agents from harmful or irrelevant to your business, evaluating the context and final outcome of the interaction, not only its automated origin.