Fine-Tune a Roleplay Agent with AI
Fine-Tune with AI lets you change a roleplay agent by describing what you want in plain words. It sits in the right column of the agent's details page. Each change the AI makes is saved as a new draft, so you can review it before you publish.
Before you start
- You need the permission to generate agents with AI. Without it, the input is disabled and the panel says "You don't have permission to generate agents in this workspace." Ask your admin for access.
- Fine-tuning works on a saved draft. If the agent is new, the panel asks you to save it first.
- Unsaved changes on the page block the input. Save your draft first.
Fine-tune an agent
1. Save a draft
If the panel says "Fine-tuning works on a saved draft," click Save Draft. You can also click Create with AI Instead to go to the AI prompt screen. Unsaved changes on the current page are discarded when you do.
If you see "You have unsaved changes. Save your draft before fine-tuning your agent," click Save Draft in the panel or in the header.
2. Describe the change
Type the change in the box. For example: Add an objection that there's no budget this quarter. A message can be up to 3000 characters.
Under Try Asking, you can click a suggestion instead of typing. The current suggestions are "Make [agent name] more skeptical" and "Shorten the greeting."
3. Add context (optional)
Click Add Context to give the AI more to work from:
- From Calls with This Agent: pick a practice call and search by name.
- From Resources: pick a file or website from your resources. You can add only one resource. To add another, remove the current one first.
See Managing Resources for how resources work.
4. Submit
Click Submit. The AI applies your change and the panel shows the conversation.
Work with drafts
Every applied change creates a new draft, and that draft becomes the open one. Use the drafts drop-down at the top of the panel to switch between the saved drafts of the agent. Switching loads that draft on the page.
When you are happy with a draft, click Try Out Agent to test it, then Publish. See Review and Edit a Roleplay Agent.
Hope this article was helpful. For any queries, please write to support@outdoo.ai