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.
Fine-tuning rules are written in plain English and used to:
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.
Fine-tuning rules apply to different content types:
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 |
All existing rules are displayed in a centralized list under the Fine-tuning section. From here, you can:
By thoughtfully applying fine-tuning rules, you turn FirstQuadrant into an intelligent sales assistant that truly understands how your team works.