Fine-tuned model management

Delete a pcrm-owned fine-tuned model

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Remove a module-owned provider model from the list.

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 → Fine Tuned Models → Delete

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 this guide helps you do

Remove a module-owned provider model from the list. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning → Fine Tuned Models → Delete.
Go to the exact record and review linked documents, payments, approvals, files and portal visibility.
Select the supported Delete, Remove, Void or Cancel action.
Verify the action only after checking the consequence described below.
Return to the list and verify whether the record was removed, retained with a status, or blocked by a code-backed restriction.

Fields and options

ActionDelete a pcrm-owned fine-tuned model

Exact navigationAdmin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning → Fine Tuned Models → Delete

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 and limits

The delete button is exposed only for is_our models.
Deleting the active model clears relevant selected/use options.
The associated stored training file may also be deleted by cleanup logic.

Check it worked

The supported delete a pcrm-owned fine-tuned model 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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