Fine-tuning data sources and eligibility

Meet the minimum fine-tuning source requirement

Provide enough eligible content for the Start Fine Tuning action.

Audience: CRM administrators and authorised staffPermission: Settings: EditModule v1.0.0
Exact navigationAdmin Area → OpenAI Fine Tuning → Training Data Sources
Before you begin
  • 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 this guide covers

Provide enough eligible content for the Start Fine Tuning action. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

  1. Open Admin Area → OpenAI Fine Tuning → Training Data Sources.
  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. Verify the resulting record, status, file, notification or integration effect.

Fields, choices and supported possibilities

ActionMeet the minimum fine-tuning source requirement
Exact navigationAdmin Area → OpenAI Fine Tuning → Training Data Sources
Module version1.0.0
VerificationConfirm the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Code-backed validations and workflow rules

  • The controller permits training when there are at least 10 eligible knowledge-base articles OR at least 10 predefined replies.
  • A combined total of fewer counts does not replace the OR check unless one source reaches 10.

Expected result and verification

  • The supported meet the minimum fine-tuning source requirement 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.
  • Review 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.