Fine-tuning
Fine-tuning examples
Fine-tuning rules in FirstQuadrant allow you to tailor the AI’s behavior in specific situations using natural-language instructions. These rules do not follow rigid logic, but instead guide the AI—much like training a smart assistant. You can scope each rule to specific contact segments and optionally enable Autopilot to let the AI act without approval. This article provides practical examples of fine-tuning rules by type. For details on how to create a rule, refer to the fine-tuning rule creation guide.
Email rules
| Label | Description | Instruction |
|---|---|---|
| Time zone conflict | When a contact is unable to find a suitable slot due to time differences | Ask the contact to share their calendar link instead; offer to schedule outside of regular office hours |
| Postponed | Any request to continue conversation at a later time | Confirm postponement and create a reminder to follow up at the specified time |
| Counter-offer | When someone replies to our outreach to sell their product | Politely decline the offer, stop further follow-ups, and mark the deal as lost |
Note rules
| Example | Instruction |
|---|---|
| Meeting notes | When meeting notes are added, send a summary email to the contact with the key takeaways |
| Website visitor (via Vector) | If a note indicates a visit to our site, don’t create a deal; instead, send an email asking if they’d like to see a demo. For example: “Hey {{first name}}, I noticed you visited FirstQuadrant AI earlier today. Would you be open for a quick demo? You can schedule directly here: [demo link]” |
General rules
| Example | Instruction |
|---|---|
| Proactive emailing | Be slightly more aggressive when it’s unclear if one more email is justified. Better to send one too many than one too few |
| Language handling | Always respond in the language the contact uses (e.g. “Reply in German if the contact writes in German”) |
| Follow-up behavior | Keep follow-ups short. In the final follow-up, ask if they can refer us to the correct person at their company |
Knowledge rules
| Topic | Entry |
|---|---|
| Discount policy | Discounts available for certain segments. Never mention discounts unless asked. If the segment is known, share the discount and code. If not, ask for clarification |
| Demo material | Demo video is available at [demo link]. If asked for a demo, share this link |
| Free trial policy | We don’t offer free trials. Instead, we explain that the $250 pricing is designed as a low entry point and shows the contact is serious. We offer proper onboarding instead |
| Competitor comparison | Document key differences between us and each major competitor. Don’t mention competitors unprompted. If someone asks, reply based on this knowledge |
| General availability for scheduling | John Doe’s availability is any weekday between 9 AM and 5 PM PST. |
Additional notes
- Use clear, natural language in all instructions
- Email and note rules support Autopilot
- Refer to the fine-tuning overview for how these rules function behind the scenes
Previous
Language supportFirstQuadrant supports communication in any language, making it suitable for global sales teams. While the platform interface is only available in English, the AI can read, understand, and respond in any known language. This article explains how to configure multilingual support by setting up fine-tuning rules that guide the AI on when and how to respond in specific languages and grammar styles.
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