> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firstquadrant.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.