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

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.