Create fine-tuning
Fine-tuning rules in FirstQuadrant allow you to customize the AI’s behavior by defining how it should respond in specific scenarios. Rather than hard-coded if-statements, these rules act as flexible, natural-language instructions—like training an assistant. You can create fine-tuning rules for different input types, limit their scope to specific segments, and optionally enable Autopilot to automate actions without human approval.
Types of fine-tuning rules
There are four types of fine-tuning rules:
1. Email rules
Used when the AI receives an email and needs to respond accordingly.
- Requires a label (e.g. “Time zone conflict”) and a color tag.
- A description is automatically generated by the AI once you type the label. You can freely edit this.
- This description helps the AI recognize when the rule applies. For example:
- Label: “Postponed”
- Description: “Any request to continue conversation at a later time. Includes both specific dates and indefinite delays.”
- This description helps the AI recognize when the rule applies. For example:
- You must then provide instructions telling the AI what actions to take. These can include:
- Reply content (e.g. “Send confirmation of postponement”)
- Workflow instructions (e.g. “Set reminder for follow-up at specified time”)
- Contact management steps (e.g. “mark as lost”)
2. Note rules
Triggered when a note is added—either manually by a user or automatically via API.
- You only write instructions—no label or description needed.
- Example:
- Instruction: “When meeting notes are added, always send an email summarizing key points.”
- API use-case: A signup note is added, and the AI sends a thank-you message with demo link.
3. General rules
Apply globally across FirstQuadrant.
- Only instructions are needed.
- Example use-cases:
- “Always reply in Spanish when the recipient writes in Spanish.”
- “Use friendly tone-of-voice and concise language.”
- “Send confirmation email with Zoom link when a meeting is scheduled.”
4. Knowledge rules
Enrich the AI’s contextual understanding of your sales environment.
- Define a topic (e.g. “Pricing”)
- Add knowledge entries (e.g. “Starts at $1,000/month; 50% off for YC startups for 3 months”)
- These are referenced whenever the AI crafts replies to related inquiries.
Defining scope
Each rule can be applied globally or scoped to a specific segment:
- Views (e.g. “All contacts”, “Active deals”)
- Campaigns (e.g. “CH Insurance CTOs - Outbound”)
- Imports (e.g. “All imports”)
Use this setting to ensure that a rule only applies to a relevant subset of contacts.
Creating a rule
To create a new rule:
- Navigate to Fine-tuning in the sidebar.
- Click New rule (top-right).
- Select the rule type: Email, Note, General rule, or Knowledge.
- Define the scope via the Applies to dropdown.
- For Email rules:
- Add a label and select a color.
- Review and adjust the auto-generated description.
- Write clear instructions (what should happen when the email is received).
- For Note/General/Knowledge rules:
- Skip the label and description.
- Provide specific instructions (for Note and General) or contextual entries (for Knowledge).
- Enable Autopilot (optional).
- Click Create fine-tuning rule.
Writing effective instructions
- Always write in clear, plain English.
- Instructions can define:
- Email reply behavior (e.g. “Reply with apology and offer to reschedule”)
- CRM or deal changes (e.g. “Move deal to lost”)
- Actions (e.g. “Create task to follow up in 2 weeks”)
- Templates (e.g. full draft email with follow-ups)
Autopilot mode
Email and Note rules support Autopilot, which skips the Action List and is immediately executed:
- If only Autopilot-enabled rules apply to a given situation, the AI will execute them immediately.
- If multiple rules apply but one or more do not have Autopilot enabled, the action will appear in your list for review.
Use Autopilot carefully to automate trusted scenarios (e.g. out-of-office replies, time zone conflicts).