India's e-commerce is exploding — projected to reach Rs 7 lakh crore by FY25. AI agents now autonomously recommend products, set dynamic prices, manage inventory across thousands of dark stores, and handle customer queries in 22 languages. The shift from static recommendation engines to autonomous commerce agents changes the governance problem entirely.
Four Gaps That Define the Problem
The Recommendation Agent Gap
500 million shoppers by 2030, each served by recommendation agents that decide what products they see, in what order, at what price. No reasoning trace for why a specific product is shown. No fairness monitoring across languages, geographies, or demographics. The agent decides. The customer has no recourse.
The Pricing Agent Gap
Dynamic pricing agents adjust prices in real time across marketplaces, quick commerce, and D2C channels. Surge pricing during demand spikes, personalised discounts based on browsing history, markdowns on perishables — all autonomous. No audit trail. No guardrails against predatory pricing. No consumer explanation.
The Quick Commerce Gap
Quick commerce grew 60%+ year-on-year. Pricing and inventory agents make real-time decisions at 10-minute delivery speed — no time for human review. Dark store coordination, stock transfers, and demand forecasting are fully autonomous. When an agent raises prices during a heatwave, who is accountable?
The ONDC Governance Gap
ONDC is democratising e-commerce through an open protocol where agents from different sellers, logistics providers, and buyer platforms interact. Agent governance across this open network — verifiable identity, cross-platform policy enforcement, reasoning capture — is uncharted territory at national scale.
This isn't a technology problem. It's an agent operations problem. The agents work. The governance doesn't exist.
