What are fine-tuning rules?

Fine-tuning rules are written in plain English and used to:
  • Teach the AI how to respond to specific messages or notes
  • Control how the AI interprets information
  • Define sales playbook behavior per contact segment
  • Embed sales knowledge and objection handling
These rules are flexible and context-aware. The AI will follow them when reasonable but may deviate in edge cases or when multiple rules conflict.

Rule types

Fine-tuning rules apply to different content types:
TypeDescription
EmailTriggers based on labeled inbound emails, e.g. “Out-of-office”, “Counter-offer”
NoteTriggers when a note is added, either manually or via API
General ruleProvides overarching behavioral guidance
KnowledgeStores reusable sales knowledge for recurring questions

Best practices

  • Start with the default rules
    FirstQuadrant comes with pre-set rules that work well for most users. Customize them only once you’re familiar with how the AI behaves.
  • Think assistant, not computer
    You’re not setting up workflows—you’re training a reasoning assistant.
  • Segment by contact types
    You can assign different rules for different customer segments like “buyers” vs “sellers.”
  • Iterate gradually
    Add or tweak rules only when the AI’s behavior doesn’t match your expectations.

Managing rules

All existing rules are displayed in a centralized list under the Fine-tuning section. From here, you can:
  • View all labels and types
  • See at-a-glance instructions
  • Edit or update rules as needed
By thoughtfully applying fine-tuning rules, you turn FirstQuadrant into an intelligent sales assistant that truly understands how your team works.