Fine-tuning

Fine-tuning allows you to personalize and customize FirstQuadrant’s response behavior to align with your sales process. A set of default fine-tuning rules are already in place, but you can create custom rules to further optimize interactions.

Creating a new fine-tuning rule

To create a new fine-tuning rule:

1. Navigate to “Fine-tuning” on the left side bar
2. Click ”+ New rule” in the top-right corner
3. Choose the type of fine-tuning rule you want to create

Types of fine-tuning rules

Fine-tuning rules can apply to different categories:

• Email: Rules that apply to incoming emails
• Note: Rules that apply to notes
• Nurturing: Rules that apply to nurturing workflows
• General Rule: Broad instructions for FirstQuadrant’s behavior
• Knowledge: Sales-related knowledge FirstQuadrant can access to answer prospect questions

Fine-tuning for emails

1. Select Segment: Determine whether the rule applies to all contacts or a specific view, campaign, import, or pipeline. Proper segmentation ensures that FirstQuadrant correctly applies the rule only to relevant emails.
2. Add a Descriptive Label: Example: “Out of Office” and assign a color.
3. Describe the Rule Scope: Define what types of emails fall under this rule.

Example:

• Temporary unavailability notifications
• Includes both automated and manual OOO messages
• Examples: “On vacation until July 1st”, “At a conference this week”
• Context: Verify that the absence is current/future, not past

Define FirstQuadrant’s Response:

• Set a reminder for when the contact returns
• Contact an alternate person if mentioned and relevant
• No immediate reply needed

Autopilot Option: Optionally enable Autopilot, allowing FirstQuadrant to autonomously prepare and send reply emails. It is recommended to test responses first before enabling Autopilot.

Fine-tuning for notes

1. Select Segment: Determine whether the rule applies to all contacts or a specific view, campaign, import, or pipeline
2. Add instructions
   • Example: “When a note starting with ‘Meeting notes’ is added, always send out an email summarizing key points.”
3. Autopilot Option: Optionally enable Autopilot, allowing FirstQuadrant to automate responses based on note entries

Fine-tuning for nurturing

1. Select Segment: Determine whether the rule applies to all contacts or a specific view, campaign, import, or pipeline
2. Define Cadence and Anchor:
   • Example: Trigger a rule 12 months after the last touchpoint
3. Specify FirstQuadrant’s Reaction:
   • Provide instructions on how FirstQuadrant should handle old conversations
4. Autopilot Option: Optionally enable Autopilot, allowing FirstQuadrant to manage nurturing communications automatically

Fine-tuning for general rules

1. Select Segment: Determine whether the rule applies to all contacts or a specific view, campaign, import, or pipeline
2. Set Behavioral Guidelines:
   • Examples:
     • Language preferences (e.g., “Always reply in Dutch”)
     • Reply style (e.g., “Always reply concisely and include an emoji if appropriate”)

Fine-tuning for knowledge

1. Select Segment: Determine whether the rule applies to all contacts or a specific view, campaign, import, or pipeline
2. Define the Knowledge Topic:
   • Example: “Pricing”
3. Add Relevant Information:
   • Example: Explain pricing strategy, pricing calculations, and regional differences

By effectively setting up fine-tuning rules and carefully selecting segments, you can ensure that FirstQuadrant aligns with your sales strategy and automates responses to maximize efficiency.