ADT Using Generative AI Analyzed

***** ********** *** ********** ** *** risen **** *** **** ****, ********** for ******** ***, *** *** ***** companies ***** ********** **?

** **** ******, ** ******* *** ADT ** ***** ********** **, *** potential *** ****** *** *********** ***********.

*******, ******* ***** *** ********** ** ***** "Game *******" ********, ********* ********* *** ****** ** ** Being "**** ******* *** *** ********".

*** ********* ** ********* ****:

** **** ******** ********************* ** ******* *****CCAI ******** and are currently exploring several opportunities across our business with early efforts focused on call center operations

** *** ****************** *** *********** ****Google ***** and we're making great progress on a number of the initiatives some of which we mentioned last quarter. So we should be rolling *** *** ***** ******* ****** **** **** **** ************* **** *** ********** ** ****. Those pilots should be coming in the beginning of the year and then we'll plan to expand from there through 2025. It's too early to give a ton of direct guidance on that. But as I mentioned last quarter, these are pretty hardened products with a clear track record at many large companies with similar call centers and we have a high level of confidence in achieving **** **** ******* *****.

**'** **** *************, ** ** ******** **** **, about **** ***** ************, **** ** with******.**, *** ************** ** ******** ******* by **** ***** *** **** ******. So ** ****launched *** ***** ***** with them last week and they're already starting to take a small percentage of our **** ******* and that will be increasing ************ over the coming weeks as we improve metrics.

**, **'** ******* ****** ****** ******** results *** **'** ******* ** ***** this ******* ******* *** ****. ****'** been ******** ** **** **** *** we've **** ********* ********* **** **** the ********** *** *** ******. **, another ***** *********** ***** ** *** AI *****. [******** *****]

Google ****

****** ******* ****** ** * ******* (****) **** ******** *** ********* ** automate *** ******** ** ******** *********. It **** ******** **** ** ********** ******,***** ********** "*****-**-**** ********* ** *********" when ***** ********* *** ********.

****** **** *** **** ********* *** several ***** (****** *** **** ** Generative **) *** *** ******* ***** competitors, ********* ******, *********, **********, *******, etc.

*** "********** ** ****" **** *** mentions **** ** ****** **** ****** handling ******** *********, ******* *********** ********* to *** ********* *********.

******.**

******.**, **** ******* **** ****, *** garnered *********** ********* *** *** "** Agent" ******** ******* *******, **-******* ** former ********** **-*** **** ****** (*** ADT ******** ** ***** *******) *** raised $*** ******* ** * $*.* billion ********* ** ******* ****.

******.**'* ***** ** "*** ******* ** legacy ******** *** ***** ** ** agents," *********** ******** ******* ******** ********* such ** ****** ****, ** *** introduction ***** *******:

**** ****** **** ********* **** ******.**'* co-founders ********* ***** *****:

*** ****** ******* *******:

• ******** ***** ** **%+, ******** ******* cost *** ******** ***** **** ******* ~$13, ***** **** *** ****** ** ~$1, ***** ***** ** ******.
• * "**** ******* ****": **** ****** what **** **** ** "***** ********" to ********* *** ************** *** **** customer (** *** ****** ********* ** the **-***** **** ** ** **** is ************* ****** **** ****-*** *********).
• "********** *** **** ** *** ** agents, **'** ******** ***** * ****** thick ******** **** **** *** **** one *****, *** ** *** ***** action ** ******** ** **** ** five, **** **, ******** ****** *** different ********. ** ********-******, *********, ********, action **********, *** ** **. *** within **** ********, **'** **** **** to ******* ****** ******* ************, ** you ****, *** ** ** **** makes ** ******** *** ** ** not ** *********** *** ** ******** follow ********** ***** ******* ********* **** customer ******* ***** ****, *** *****'* a *** ** ** ** ****."

*** ***** ******* **** ******.********** ** ******* *********** **** ********* ****** **** ***** processes ***** ********** *****, ****** ******** in *** ** ************** *******, **** deliver * ****** ********** ** *****.

***** ********* ** ***** ** *** wayalmost ***** **** * ****** ****** ** ***** right this there's no "here's the manual that we have leatherbound and ready to go" instead the source ** ***** **** ** ***** ** **** ** *** ***** ** **** ** **** ****** who've been there a while who've seen everything and and so on so it's it's working with them to elicit and understand like how is this actually done and one of the more interesting things that we've discovered is they're often the policies so we have a 30-day return policy right you you get to us within 30 days and and you can return it it's actually not the policy right so um you know at some the policy might be oh if if you've purchased from us before and it's within 45 days that's fine that's fine and and so they're interesting things like how ** *** ********* *** ***** ** **** ** ***** *** ****** ****** *** ****** but a clever customer could never be like tell me about your policy behind the policy and

Cost ******* *********

******** *** *** *** ******* *** specific ********* ** **** ******* ******** to *** *****, ** ***** ****** the ******* ** ** ******, ** most ** ***'* ***** *** ** acquiring ********* *** ********* *** ********** centers ****** **** ******** ******** ***** calls.

*******, ** ****** ** *** ****** customer ******* ***** ** **** * fraction ** *** ******* **%, ** could ************ ******** ***'* ************* *** customer ************.

Monitoring ********* *** *********

*** *** *** ******* ***** **** to ******* ** ***** *******, *** we ***** *** ****** ****** ** to ** **** ** **** ***********.

***********, ** ****** *** *** ****** operating ***** *** ******* ******** ** look ** *** **** *** *** Generative ** ** ****** ***** ******* operational *****, ***** ** * *********** factor. *** *** ********* **** ** to ** **** ******* ********** ********** the **** **** *********** *** *** properly ********* **.

Competitive ******

*** **** ********* *********** ******** **** be *** **** ****** *********, **** as ***, *** ******* **** ********** AI ****** ******* *********. ***** ****** AI's ************** ** ***** ********* *** the ******* ***** ** ********** *** AI ****** *** **** ********, ******* with **** **, ** ***** *** now, ********** *** ******* *********. ****** that ******* (*** ** *****) ** these *********** ** ******, ********** ** could ********** ****** *********.