Expedia has not yet seen artificial intelligence agents alter the way its customers book trips, Chief Executive Ariane Gorin said Thursday, even as early signals point to the technology's potential to reshape the travel industry.

"It's a great way for people to do inspiration, to do trip planning," Gorin said in an interview with CNBC. "We haven't seen it change the way they're actually doing booking."

Her remarks arrive as personal AI agents, including Meta's Muse and OpenAI's Dots, move into the mainstream with promises to handle tasks ranging from scheduling to shopping for everyday Americans. Travel planning and booking are viewed as areas of opportunity for such tools, and that could eventually threaten traditional booking sites like Expedia.

Gorin said Expedia is "working with all of the agents" to ensure the company appears in AI-generated results, to understand how those agents gather information, and to put the necessary integrations in place.

She conceded that AI agents could one day build their own travel programs and capture market share, but argued that the industry's complexities, such as customer service, would be hard for artificial intelligence to fully replace.

"People were already shopping across a number of places, so the agent can do that in a much easier way," Gorin said. "But when it comes to actually booking, being confident that the content that you're getting is right, the amenities are right, the price is right, if something goes wrong, someone's going to actually either solve it for you, answer the phone, be there for you, I don't think those agents are going to do it for you, and that's why people trust Expedia and come to us."

Shares of Expedia fell about 12% on Thursday, a day after the company issued fourth-quarter guidance that came in weaker than Wall Street had anticipated.

The company projected revenue of between $3.69 billion and $3.75 billion for the final three months of the year, a midpoint that sits below the $3.74 billion analysts had expected, according to FactSet.

Gorin attributed the "moderation" in the fourth-quarter outlook to "geopolitical events in the Middle East and Europe," the midterm elections, and the company's decision to shift its fall sale from the fourth quarter into the third quarter.

She also pointed to a strong third quarter, in which total gross bookings rose 11% and revenue climbed 12%.