๐ง
AI Guidance Training โ User Guide
Teach the quoting AI with real-world sales experience.
๐ What is this feature?
Enter feedback in plain text and the AI will automatically apply it to future quote recommendations โ module selection, budget thresholds, query volumes, and more. No coding required.
๐ Choosing Intensity
1Fine-tune
Tiny fix, preserve logic
2Partial
One rule only Beginner
3Balanced
Several rules, structure intact Default
4Major
Broad logic overhaul Team review
5Overhaul
Full rewrite of all rules Use sparingly
โ๏ธ Feedback Examples
๐ก Good: "Financial Services accounts should always include CL, CB, CDS, and UB. Current recommendations only show DT and TT which is insufficient for credential monitoring."
๐ก Good: "For budgets over $5,000/mo, default to all modules and set query volume to Pro tier."
โ Bad: "Recommendations look wrong" / "Change the modules" โ no context on who, what, or why.
๐ก Key: include who the customer is / what to change / why for best results.
โ ๏ธ Important Notes
- Focus on one topic per submission.
- Agree as a team first โ one person submits on behalf of the team.
- Intensity 5 will largely replace all prior learned rules.
- No rollback feature โ correct bad training with a new submission.