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Fine-tuning data sources and eligibility

Prepare predefined replies for fine-tuning

Follow this guide to create approved reusable replies that the training collector can include. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM administrators and authorised staffPermission: Predefined-reply management plus Settings: ViewModule v1.0.0
Jump to steps
Where to goAdmin Area → Setup/Support → Predefined Replies, then OpenAI Fine Tuning
Before you start
  • Use an account with Predefined-reply management plus Settings: View and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Create approved reusable replies that the training collector can include. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Admin Area → Setup/Support → Predefined Replies, then OpenAI Fine Tuning.
  2. Select the exact record or option described in this guide.
  3. Complete the displayed fields or action using the rules below.
  4. Save or submit once and resolve any validation response.
  5. Check the resulting record, status, file, notification or integration effect.

Fields and options to review

ActionPrepare predefined replies for fine-tuning
Exact navigationAdmin Area → Setup/Support → Predefined Replies, then OpenAI Fine Tuning
Module version1.0.0
VerificationVerify the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Rules the system enforces

  • All predefined replies returned by the model are eligible by default.
  • Check private or outdated content before starting training.

How to confirm it worked

  • The supported prepare predefined replies for fine-tuning flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Restrict the API key and AI settings to authorised administrators.
  • Do not submit confidential, special-category or unnecessary personal data to the external AI provider.
  • Check generated text before using it in customer, staff, legal, financial or compliance communication.
  • Monitor provider billing and retention independently because this module has no built-in cost dashboard.
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