Workflow

OpenAI Integration — Fine-tuning job lifecycle

Create the JSONL training file, upload it, start a job, check status and understand saved identifiers and failure handling.

12 connected guidesLive filterPermission-aware instructions
12 guides
Guide

Start an OpenAI fine-tuning job

Start an OpenAI fine-tuning jobCreate and upload training JSONL and submit a job with the selected base model.Admin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning

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Guide

Understand previous pcrm-model cleanup before a new job

Understand previous pcrm-model cleanup before a new jobKnow why module-owned fine-tuned models may be deleted when training starts.Code-backed reference → OpenAiProvider::createFineTuningJob

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Guide

Understand OpenAI training JSONL generation

Understand OpenAI training JSONL generationReview the exact line-oriented format sent to the provider.Code-backed reference → OpenAiProvider::formatTrainingData

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Guide

Understand the temporary training-file path and cleanup

Understand the temporary training-file path and cleanupReview local temporary-file handling during job creation.Server temporary directory → pcrm_training_{timestamp}.jsonl

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Understand the OpenAI training-file upload

Understand the OpenAI training-file uploadKnow the purpose and file identifier used for the provider upload.Code-backed reference → OpenAI files upload

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Guide

Understand the fine-tuning job suffix

Understand the fine-tuning job suffixIdentify module-created jobs and models.Code-backed reference → OpenAI fineTuning createJob

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Review saved fine-tuning job and file identifiers

Review saved fine-tuning job and file identifiersFind the options used for later status and cleanup operations.Admin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning

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Refresh the last fine-tuning job status

Refresh the last fine-tuning job statusRetrieve current provider status from the workspace.Admin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning → Refresh Status

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Guide

Understand fine-tuning job statuses and timestamps

Understand fine-tuning job statuses and timestampsInterpret status, created time, finished time and error information returned by the provider.Admin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning

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Guide

Understand automatic model selection after successful training

Understand automatic model selection after successful trainingKnow when the returned model becomes selected and enabled.Admin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning

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Guide

Review fine-tuning errors in CRM activity logs

Review fine-tuning errors in CRM activity logsFind provider or file/job errors captured by the module.Admin Area → Utilities/Activity Log and server logs

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Guide

Start a replacement fine-tuning job safely

Start a replacement fine-tuning job safelyReview the destructive pcrm-model cleanup and source quality before retraining.Admin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning

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