Flat average position, steady or rising impressions, clicks down a third. Nothing changed on the site. That combination is real and a lot of owners are seeing it. It is also the point at which most people do the wrong thing: they start rewriting pages, buying links, or firing an agency, before establishing what actually caused the drop.
Don't touch the site yet. Spend an hour on the diagnosis first.
Why the pattern matters more than the total
Google now places a generated answer panel above the blue links on a share of results. When that happens, your listing is still there — it still counts as an impression in Search Console — but it sits further down a longer page, and fewer people scroll to it.
Worth naming up front: "AI search" covers two different things, and only one of them shows up in the test below. Answer panels on Google's own results pages are visible in Search Console, because your listing still registers an impression. People asking a chat assistant instead of searching at all — ChatGPT, Perplexity, Copilot and the rest — is a separate effect, and those queries never reach Search Console, so no query split will find them. The rough proxy is your analytics referral sources: look for assistant domains sending visits, and watch whether that trickle is growing. It is an indicator, not a measurement, and it won't show you the people who got their answer and never clicked anything.
The reported scale varies a lot. A page dated 12 April 2026 from GNV Web Design, citing Metricus data for 2025–2026, reports organic click-through rate dropping by around 61% when an AI Overview appears. A 39 Celsius article dated 9 September 2025 reports measured losses ranging from roughly 15% to over 70%, depending on industry and search intent. Whistler Billboards, in a page dated 21 May 2025 citing BrightEdge from March 2025, reported these panels appearing in over 35% of US Google desktop searches, with the share trending upward since.
Two cautions on all of that. None of these figures come from Google. They are third-party samples with different methods, sites and date ranges, which is why the honest version is a range, not a number. And the headline collapses that get quoted — Whistler Billboards cites Chegg reporting a 49% fall in non-subscriber traffic in January 2025 against a year earlier, and Ahrefs data showing some independent sites losing up to 65% of top-page traffic — are publisher-scale examples. A suburban plumber, a bookkeeping firm or a specialist manufacturer is not Chegg. Don't plan against someone else's exposure.
The test: a query-level split in Search Console
Search Console keeps 16 months of data. Use all of it.
- Open Performance → Search results.
- Turn on all four metrics: clicks, impressions, CTR, average position.
- Set the date range to Compare — last three months against the same three months last year. Same-period-last-year avoids seasonality confusing you.
- Open the Queries tab and export to a spreadsheet.
Now sort your queries into three buckets by hand. It takes twenty minutes and it is the whole exercise:
- Branded — your business name, your people's names, product names.
- Transactional or local — "near me", suburb and city names, "cost", "price", "quote", "hire", "emergency", "supplier".
- Informational — "how to", "what is", "why does", "how much does X weigh", definitions, comparisons.
For each bucket, total the clicks and impressions for both periods and work out the change. Then look at average position for the same queries.
The signature you are looking for: informational queries with impressions flat or up, clicks down hard, and average position unchanged. Branded and transactional queries holding up much better. If that's your chart, the traffic is being absorbed above your listing, not lost to a competitor.
Then sanity-check it by hand. Take your ten biggest losing queries and search them yourself in a private browsing window. See what sits above your result. That is the fastest way to confirm or kill the theory.
One limit to keep in mind when you read the result: this test only describes what happens on Google's results pages. If the split comes back clean, that rules out answer panels as the cause — it does not rule out AI generally, because demand moving to chat assistants would show as fewer impressions overall rather than as a CTR collapse, and you cannot see those queries at all.
Rule out the boring explanations
Before you accept the diagnosis, check the things that produce identical-looking graphs:
- Analytics and consent changes. If you changed a cookie banner, added consent mode, installed a new plugin or migrated tags, your sessions can fall while Search Console clicks hold. Compare Search Console clicks to analytics sessions — if only one moved, it's a tracking problem.
- Seasonality and demand. Falling impressions on transactional queries usually means fewer people are looking, not that you've been demoted.
- Site changes you forgot. Redirects, a template change, page speed, a robots or noindex mistake, a migration six months ago.
- A competitor genuinely moving. That shows as your average position falling, not staying flat.
If average position is flat and impressions are steady, most of these are ruled out already.
Your exposure depends on what you sell
The 39 Celsius article dated 9 September 2025 makes the point that matters most for owner-operated businesses: transactional and local queries are less affected, because the answer panels appear on them less often. Someone who needs a plumber tonight, a freight quote, or an accountant in their suburb is looking for a contactable business, not an explanation.
So the practical question is not "how much traffic did I lose" but "which traffic did I lose, and did it ever produce enquiries?"
Go back to your losing queries and mark the ones that have ever been associated with a lead, a quote request or a sale. For most trade, professional services and B2B businesses, the informational long tail — the explainer articles, the definitions, the "how does it work" pages — was already the weakest converting traffic on the site. Losing it hurts the dashboard more than the bank account.
Some of that traffic is gone permanently. If a page existed only to answer a question a machine can now answer in two sentences above the fold, no amount of rewriting brings it back. Stop spending on it.
What to do this week
- Re-base your reporting on enquiries, not sessions. Count enquiries, quotes and closed revenue by channel each month. If enquiries are steady and sessions are down 30%, you have a measurement story, not a business problem. If enquiries are down too, you have a real one — and now you know which queries to blame.
- Protect the pages that convert. Service pages, location pages, quote and contact pages. Make sure they are fast, current, priced or scoped clearly, and easy to enquire from on a phone.
- Consolidate thin informational pages. Twelve 400-word explainers that each answer one question are now competing with a panel that answers all twelve. Merge them into one substantial resource, redirect the rest, and keep the ones that feed enquiries.
- Make the remaining pages quotable. Answer the question plainly in the first two sentences. Include specifics a generated summary can't invent: your prices or ranges, your service areas, your process, your own data, named authors with real credentials, dates on the page. Being the source that gets cited is worth more than ranking fourth under a summary.
- Rebuild demand you own. Email list, past-customer campaigns, referral asks, partner and supplier channels, local networks. A channel that can be re-priced above you by a platform is not a foundation.
What to do next
Run the 16-month query split before you change anything. One spreadsheet, three buckets, four columns. Add a quick look at assistant referrers in your analytics while you're there. Then decide, per page, whether to consolidate, strengthen or abandon it — and set your monthly reporting to enquiries and revenue per channel so the next wobble in sessions doesn't send anyone into a panic.
Any figure quoted publicly about click-through losses is a third-party estimate from someone else's sample. Your own Search Console export is the only number that describes your business.
Sources
- GNV Web Design — Website traffic dropping and AI search (page dated 12 April 2026, citing Metricus 2025–2026)
- Whistler Billboards — The impact of Google's AI Overviews (page dated 21 May 2025, citing BrightEdge, Chegg and Ahrefs)
- 39 Celsius — Google AI Overviews: why your website traffic is down (page dated 9 September 2025)