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Fine-tuning data sources and eligibility

Troubleshoot insufficient fine-tuning data

Resolve the start-job rejection when neither source reaches the required count. 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: Settings: EditModule v1.0.0
Jump to steps
Where to goAdmin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning
Before you start
  • Use an account with Settings: Edit 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

Resolve the start-job rejection when neither source reaches the required count. 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 → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning.
  2. Select the relevant record, filter, report, model or configuration described below.
  3. Use the displayed action or read the current values without altering unrelated data.
  4. Compare the output with the code-backed rules and expected result in this guide.
  5. Record or correct any mismatch before relying on the output in production.

Fields and options to review

ActionTroubleshoot insufficient fine-tuning data
Exact navigationAdmin Area → Setup → Settings → AI → OpenAI → Advanced Features → 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

  • Verify public articles are active and not staff-only.
  • Verify predefined replies are stored and visible.
  • Reach at least 10 in one eligible source group, then reload the workspace.

How to confirm it worked

  • The supported troubleshoot insufficient fine-tuning data 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.
Alter formatted training examples with the openai_fine_tuning_training_data filterOpen the OpenAI fine-tuning workspaceUse OpenAI through a core CRM AI actionStart an OpenAI fine-tuning jobBrowse all OpenAI Integration guidesEnterprise IntegrationsData Privacy SecuritySupport Knowledge