DoorDash says it has received only “several hundred” AI agent orders

DoorDash said during its third-quarter earnings call that it had received only “several hundred” orders from third-party AI agents such as Muse, Instinct and Fo. The figure contrasts with the company’s average of 3 million daily deliveries reported in its 2025 report. CEO Tony Xu said DoorDash wants to learn more about this use case and maintain a healthy relationship with agent makers, although customers still predominantly order through the app. He also pointed to a possible opportunity to advertise within these agents.

DoorDash has its own tools, including Ask DoorDash, which accepts text prompts and photos. The company says baskets created with the feature are built five times faster, have nearly 50% higher value and contain about 60% more unique items than the same consumers’ traditional orders. Nearly half of those orders go to local restaurants the customer had never tried before, DoorDash says.