Fine-tuning data sources and eligibility

Extend predefined-reply sources with the openai_fine_tuning_predefined_replies filter

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

Adjust the predefined-reply training array through the supported hook.

Audience: CRM administrators and authorised staffPermission: DeveloperModule v1.0.0

Jump to steps

Where to goDevelopment integration → hook openai_fine_tuning_predefined_replies

Before you start

Use an account with Developer 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

Adjust the predefined-reply training array through the supported hook. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Development integration → hook openai_fine_tuning_predefined_replies.
Select the exact record or option described in this guide.
Complete the displayed fields or action using the rules below.
Save or submit once and resolve any validation response.
Check the resulting record, status, file, notification or integration effect.

Fields and options

ActionExtend predefined-reply sources with the openai_fine_tuning_predefined_replies filter

Exact navigationDevelopment integration → hook openai_fine_tuning_predefined_replies

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

Return records in the structure expected by Fine_tuner.
Avoid duplicate, contradictory or sensitive examples.

Check it worked

The supported extend predefined-reply sources with the openai_fine_tuning_predefined_replies filter 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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