Fine-tuning rules in FirstQuadrant allow you to customize how the AI behaves across various sales scenarios. These rules serve as high-level instructions—like guidelines for a smart assistant—not strict logic trees. They enable FirstQuadrant to reason through nuanced sales interactions while adapting to your unique sales process and language.
Type | Description |
---|---|
Triggers based on labeled inbound emails, e.g. “Out-of-office”, “Counter-offer” | |
Note | Triggers when a note is added, either manually or via API |
General rule | Provides overarching behavioral guidance |
Knowledge | Stores reusable sales knowledge for recurring questions |