Fine-tuning

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.

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:

Type	Description
Email	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

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.