How to Fine Tune — Step by Step
- Go to Call History. Open the dashboard and go to the “Call History” section.
- Pick the right call. Select the call recording you want the model to learn from. Make sure it is a good, ideal call as per your agent’s setup.
- Click “Fine Tune LLM”. You will see a button called “Fine Tune LLM” — click it.
- Edit the transcript (optional). You can manually edit the call transcript here. Fix it up to make it a perfect training example for the model.
- Add to training data. Scroll down the transcript and click “Add to Training Data”. You get two options: Bucket (choose an existing group of training data to add this call into) or Create a New Bucket (make a brand new group). Think of a Bucket like a folder that holds all the calls you want to train the model on.
- Go to the “Fine Tuning” section. Open the sidebar and click on “Fine Tuning”.
- Fine Tune Jobs: shows the history of all previous fine tuning jobs you have run.
- Filters: use these to narrow down which calls to train on — Date, Bucket, Call Type, Agent, Conversion Status, Disconnect Reason, and Call Duration. You can also Search, Reset Filters, or Export the data as JSON.
- Fine Tune Panel: where the actual training happens.
- Base Model: the AI model you want to fine tune.
- Fine-Tuned Model Name: give a name to your newly trained model.
- Learning Rate: how fast the model learns from the data. Too fast and it misses details; too slow and it takes forever. Always aim for the sweet spot, known as the Optimal Learning Rate.
- Batch Size: how many calls are sent to the model at once during training. Number of Batches = Total Data divided by Batch Size.
- Epochs: how many times the model goes through all the training data. More epochs means higher cost.