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Sofie chat can be a durable work trail. Use chat history for context, artifacts for structured outputs, Saved prompts for reusable instructions, and Memory or Directives for durable personalization.

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Reopen prior work

Use Chat History to return to previous conversations. Good candidates to reopen:
  • A long investigation thread.
  • A chat that created a CoDraft or CoSheet.
  • A chat that ran an Orchestration.
  • A research thread with source citations.
  • A conversation that contains a plan you want to continue.
Start a new chat when the topic, source set, or Workspace changes materially.

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Pin important chats

Pin chats you revisit often, such as:
  • Active deviation investigation work.
  • CAPA effectiveness review.
  • Validation protocol drafting.
  • Tech transfer source review.
  • Regulatory research.
  • Orchestration design work.
Rename pinned chats with a project identifier so they are easier to scan.

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Continue a long chat

When a chat gets long, ask Sofie to summarize before continuing.
Then continue in the same chat or start a new chat with the summary. You may also see Messages summarized in a long conversation. That means Sofie has compacted older messages into a shorter summary so the chat can continue. See Context windows and summarization for how to read the context indicator and recover from context limit errors.

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Reuse plans

Plans can be added as context in the same conversation. Use plans when:
  • You reviewed a multi-step approach.
  • Sofie paused before execution.
  • You want to continue a structured workflow.
  • You want to turn a plan into an Orchestration.
Example:

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Save reusable prompts

Use a Saved prompt when the same instruction is useful across projects. Good Saved prompt candidates:
  • Source-backed document review.
  • Meeting follow-up.
  • Deviation gap analysis.
  • CAPA traceability check.
  • CoSheet data quality review.
  • Workspace cleanup review.
Saved prompts do not make Sofie remember facts. They give you reusable text to insert into chat.

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Use Memory and Directives for continuity

Use: Example Directive:
Example Memory:

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Turn a good chat into durable work

If a chat produces useful output, move it into the right place.

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Find past information

If available, Sofie can help find prior conversations. Useful prompts:
When you find important information, move it into a Workspace, CoDraft, CoSheet, Saved prompt, Memory, or Directive as appropriate.

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Keep continuity clean

Good habits:
  • Rename chats after they become project work.
  • Pin active work.
  • Move durable output into artifacts.
  • Keep source files in Workspaces.
  • Save reusable prompts.
  • Delete or ignore stale Memory.
  • Start fresh when the source set changes.
A prior chat can contain draft thinking or stale assumptions. Recheck sources before reusing old conclusions.