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Chat is the main place to ask Sofie for help. Use it to reason through a task, analyze sources, draft content, create artifacts, and continue work across Sofie. To build an Orchestration from chat, see Build an Orchestration with Sofie chat. To plan multi-step work before execution, see Use Plan Mode. To understand long chats and the context indicator, see Context windows and summarization. To reference attachments and selected context inline, see Reference attachments and context. To use the current page as context, see Use Sofie Everywhere.

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When to use chat

Use chat when you need to:
  • Ask a question or compare options.
  • Summarize a document, meeting, spreadsheet, or Workspace.
  • Draft text before moving it into CoDraft.
  • Analyze a file before creating a CoSheet.
  • Start or run an Orchestration.
  • Ask Sofie to inspect the page you are viewing with Sofie Everywhere.
Move out of chat when the work needs a stable surface:
NeedUse
Document editing, comments, suggestions, revisions, exportCoDraft
Tables, formulas, analysis, charts, Excel exportCoSheet
Transcript, notes, summary, meeting searchCoMeeting
Shared files, related artifacts, team accessWorkspace
Repeatable workflow with agents, tasks, tools, and reviewOrchestrate

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Chat input controls

The chat input includes several controls.
ControlWhat it does
Model selectorChoose the AI model and set a default with the star.
+Add context, insert a Saved prompt, or attach files.
MicrophoneStart Voice Mode for transcription and text-to-speech.
SlidersTurn on Web search, Deep research, Workspace search, Plan Mode, or Sofie Guide.
ArrowSend the message.
SquareStop generation while Sofie is responding.
Press Enter to send. Use Shift+Enter for a new line.

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Start a useful chat

1

State the job

Tell Sofie what you want done. Use a verb such as review, compare, draft, extract, summarize, convert, or analyze.
2

Name the source

Attach a file, add a Workspace, select a CoDraft, choose a CoMeeting, or reference a CoSheet.
3

Set the output

Ask for a table, checklist, outline, brief, report section, risk table, or action list.
4

Add review constraints

Tell Sofie to flag assumptions, cite sources, avoid unsupported conclusions, or separate facts from recommendations.
Reusable structure: 
Task:
Source:
Business context:
Output format:
Constraints:
Questions to answer:
Example: 
Task: Review this draft validation protocol.
Source: Attached DOCX and the Workspace files.
Business context: Stage 2 process qualification for a fill-finish process.
Output format: A table with section, gap, why it matters, suggested edit, and SME question.
Constraints: Do not invent acceptance criteria. Flag assumptions and missing source material.

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Add context from Sofie

Click + and choose Add context when the context already exists in Sofie. You can add:
  • CoDrafts for documents.
  • Orchestrations for repeatable workflows.
  • CoSheets for spreadsheets.
  • CoMeetings for transcripts, notes, and summaries.
  • Workspaces for project context.
  • Plans for plan work created in the current conversation.
Sofie shows selected context as chips above the input. Remove any chip that should not be used.

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Reference context with double brackets

Type [[ in the chat input to reference a selected context item or attachment inside your message. The picker includes context already added to the chat input, including attachments, CoDrafts, CoSheets, CoMeetings, Workspaces, Orchestrations, plans, and selected content when available. Use references when you want Sofie to focus on a specific source: 
Compare [[Validation protocol]] against [[Acceptance criteria table]]. Return gaps, source support, assumptions, and SME questions.
You can click an item in the picker, or use the arrow keys and press Tab or Enter. For detailed examples, see Reference attachments and context.

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Attach files

Click +, then Attach when the source is a file on your computer. You can attach up to five files in one message. Use attachments for:
  • PDFs, Word files, PowerPoint files, text files, images, JSON files, Excel files, and CSV files.
  • One-time review work.
  • Files that are not ready to be shared in a Workspace.
  • Importing a DOCX or DOC into CoDraft.
  • Importing XLSX or CSV data into CoSheet.
  • Using File Studio for generated Office files, JSON or CSV transformations, or code-based analysis.
Use a Workspace instead when the files belong to a project, team, or recurring process.

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Choose a model

The model selector groups models by provider and includes a Recommended section. Your organization decides which models appear. Use the star to set a default model. Change models for a specific chat when the task needs a different balance of speed, context, or reasoning. For detailed guidance on defaults, provider groups, context tradeoffs, Plan Mode, and Orchestrations, see Model selection. General guidance:
TaskModel choice
Quick rewrite, summary, or classificationUse your default recommended model.
Complex investigation, CAPA, validation, or regulatory draftingUse a stronger reasoning model and provide sources.
Long document comparisonChoose a model suited to long context and keep sources focused.
First pass brainstormingUse a faster model, then switch if deeper review is needed.
Model choice does not remove the need for review. For regulated or quality work, verify the sources and conclusions yourself.

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Use search and planning

Open the sliders menu to control extra capabilities.
  • Web search lets Sofie use current public web information.
  • Deep research is slower and broader. Use it when source gathering matters more than speed.
  • Workspace search lets Sofie search selected Workspace files.
  • Plan Mode asks Sofie to plan complex work before executing it.
  • Sofie Guide lets Sofie search the Sofie documentation site for product-help questions.
Use Plan Mode for tasks like:
  • Building a validation protocol outline from many sources.
  • Comparing several regulatory or pharmacopoeia sources.
  • Preparing an investigation work plan.
  • Designing an Orchestration before creating it.
When Plan Mode is on, Sofie creates a plan card before doing the work. Review the tasks, ask for changes if needed, then click Execute Plan when the plan is ready. For detailed instructions, see Use Plan Mode. Use Sofie Guide when the question is about how Sofie works: 
Use Sofie Guide. How do I decide between Workspace search, attachments, and Add context?
For detailed instructions, see Sofie Guide.

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Use voice input

Click the microphone to open Voice Mode. Voice Mode can:
  • Convert speech to text with Transcription.
  • Read responses aloud with Text-to-Speech.
  • Let you dictate longer instructions, then edit before sending.
Voice commands include:
SayResult
sendSubmit the current message.
clearErase the input.
stopStop voice mode.
new lineAdd a line break.
undoUndo recent speech.
enable web searchTurn on Web search.
enable workspace searchTurn on Workspace search.
Dictate rough notes, then edit the message before sending. This works well after meetings, SME interviews, or document reviews.

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Continue and organize chats

Use Chat History to reopen conversations. A chat may include references to Workspaces, CoDrafts, CoSheets, CoMeetings, Orchestrations, files, and plans. Good chat hygiene:
  • Rename important chats.
  • Pin chats you revisit often.
  • Start a new chat when the topic changes.
  • Keep sensitive source material in the right Workspace.
  • Ask Sofie to summarize long conversations before continuing with a new task.
  • Watch the context indicator when you add large sources or continue a long thread.

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Use Sofie Everywhere

Sofie Everywhere lets you chat while viewing another Sofie page. Use it when the page itself is the context. Examples:
  • In a CoDraft: “Rewrite the selected section for QA review and flag unsupported claims.”
  • In a CoSheet: “Explain the outliers in the selected cells and suggest a chart.”
  • In a Workspace: “Search this Workspace for files related to release assay readiness.”
  • In a CoMeeting: “Turn this meeting into action items with owners and unresolved questions.”
  • In Orchestrate: “Help me refine the inputs for this workflow before I run it.”
For detailed page-specific examples, see Use Sofie Everywhere.

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Ask Sofie to create artifacts

Useful artifact prompts: 
Turn this response into a CoDraft with headings for background, issue description, investigation approach, open questions, and next steps.

Create a CoSheet from the attached Excel file. Add a summary tab with trends, outliers, and data points requiring review.

Build an Orchestration for CAPA effectiveness checks. Include required inputs, review points, and expected outputs.
Confirm the destination before saving content to a shared Workspace. Draft material can be visible to everyone with access to that Workspace.