Start with the basics
Quickstart
Set up your profile, start your first chat, and find your recent work.
Chat with Sofie
Learn the chat surface, model selector, voice input, history, and pinned chats.
Model selection
Choose a model, set a default, and understand speed, reasoning, and context tradeoffs.
How Sofie works
Learn how Sofie uses context, plans, capabilities, artifacts, and review points from chat.
Context windows
Understand context usage, long chats, summarized messages, and when to start fresh.
Tools and capabilities
Understand what Sofie can do from chat and how to ask for the right action.
Chat actions reference
Learn the actions Sofie can take from chat and the prompt patterns that steer them.
File Studio
Use file-based code sandbox work for Office files, generated files, and data transformations.
Chart and diagram generation
Create charts, diagrams, timelines, process maps, and visual summaries directly in chat.
Image Generation
Create or edit illustrations, infographics, icons, and visual concepts from chat.
Run work from chat
Move from a request to source search, artifact creation, workflow runs, and review.
Troubleshoot chat actions
Fix source, artifact, permission, and context issues when chat work goes off track.
Sources and search
Use attachments, Workspace search, Web search, Deep research, and citations.
Search Sofie
Find chats, Workspaces, CoDrafts, CoMeetings, CoSheets, Orchestrations, Sequences, and Templates.
Search results and filters
Filter, sort, and interpret Search results so you can reopen the right work.
Search versus chat sources
Choose between Search, Workspace search, Web search, Deep research, attachments, and selected context.
Plan Mode
Make Sofie propose, revise, and execute a structured plan for multi-step work.
Sofie Everywhere
Ask Sofie for help while viewing a CoDraft, CoSheet, CoMeeting, Workspace, or Orchestration.
Create artifacts from chat
Create, open, revise, import, export, and save durable Sofie work from chat.
Prompting patterns
Use practical prompt patterns for source review, drafting, data analysis, and workflows.
Confirmations and review
Control approvals, human input, artifact creation, connected app actions, and review points.
Conversation continuity
Continue work with chat history, pinned chats, plans, Saved prompts, Memory, and artifacts.
Workspaces
Organize files, teammates, chats, CoDrafts, CoMeetings, CoSheets, and Orchestrations.
Workspace knowledge
Centralize searchable source context so Sofie can answer from shared project knowledge.
Connected apps
Learn how Sofie can use enabled email, calendar, cloud file, and CRM sources.
Notifications
Track shared work, workflow updates, Sequence runs, meeting reminders, and account alerts.
Handoff and review
Return to paused work, inspect sources, and continue Sofie workflows from notifications.
Create and collaborate
CoDraft
Draft, revise, review, import, and export documents with Sofie and your team.
CoMeeting
Capture meetings, review transcripts, search past discussions, and share notes.
CoSheet
Analyze spreadsheets, write formulas from plain language, and collaborate on tables.
Templates
Create, fill, duplicate, pin, and manage reusable document structures.
Orchestrations
Build and run repeatable workflows with agents, tasks, tools, and human review.
Sequences
Schedule an Orchestration to run once or on a recurring cadence when enabled.
Use Orchestrations intelligently
Design reusable workflows with clear inputs, source rules, tests, review points, and publishing habits.
Structured Outputs
Define repeatable fields that improve agent handoff, artifact creation, and test validation.
Test Orchestrations
Create manual tests, save successful runs, validate outputs, inspect drift, and review run history.
Detailed task guides
Manage Workspace context
Upload files, organize folders, manage members, connect sources, and use Workspace search.
Format a CoDraft
Use tables, images, links, find and replace, review mode, revisions, and export.
CoDraft templates
Create reusable document templates and fill placeholders from chat or Orchestrations.
Manage Templates
Search, sort, preview, duplicate, pin, fill, and publish templates for recurring document work.
CoDraft review
Use comments, suggestions, review modes, and Sofie-assisted document review.
Capture a CoMeeting
Start capture, improve transcript quality, review notes, search meetings, and create follow-up work.
Use CoSheet formulas
Import data, write formulas, build pivot tables, create charts, and export to Excel.
Analyze CoSheet data
Use chat to profile data, find issues, suggest formulas, and summarize results.
Build with Sofie chat
Design, create, test, and refine an Orchestration from a chat conversation.
Structure task output
Use fields, groups, dropdowns, lists, and schema design patterns for reusable Orchestration outputs.
Test an Orchestration
Use realistic inputs, validation methods, run history, drift repair, Memory checks, and parallel-run checks.
Edit an Orchestration
Configure inputs, agents, tasks, output modes, review points, versions, and test runs.
Schedule a Sequence
Configure inputs, one-time or recurring schedules, test runs, notifications, and pause states.
Personalize Sofie
Saved prompts
Create, search, edit, and reuse prompt text for recurring chat requests.
Memory
Manage durable facts and preferences Sofie may use in future conversations.
Directives
Create standing rules for how Sofie should respond across conversations.
Memory review and cleanup
Review stale Memory, Directives, Episodes, Knowledge Graph, and Analytics views.
Account settings
Manage profile context, notification preferences, email signatures, and personal settings.
Profile and work preferences
Set role context, task interests, avatar, and password fields.
Security and passkeys
Add passkeys, understand required enrollment, and review account security options.
Notification preferences
Configure email, push, in-app, quiet hours, timezone, and notification types.
Email signatures
Create, preview, enable, and manage CoDraft email signatures.
Administration
Users, groups, and roles
Understand the access model across users, roles, groups, and Workspaces.
User management
Invite users, assign roles and groups, review details, and handle user removal.
Roles and permissions
Design roles, review permission impact, and manage privileged access.
Groups
Organize users by department, site, project, review board, or team.
Organization settings
Review organization settings, brand options, integrations, authentication policy, and Security Center.
Integration administration
Enable connected app providers and plan rollout for users.
Microsoft 365 setup
Configure Microsoft email, calendar, OneDrive, and SharePoint access.
Google Workspace setup
Configure Gmail, Google Calendar, and Google Drive access.
Salesforce setup
Configure Salesforce CRM and custom-object access.
Security Center
Review security events, alerts, access review snapshots, and recovery activity.
Life sciences workflows
Life sciences playbooks
Apply Sofie to tech transfer, CAPA, deviations, validation, URS, batch review, and quality risk workflows.