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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. 
Summarize this conversation for continuation. Include decisions, sources used, artifacts created, open questions, assumptions, and next steps.
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: 
Use the current plan as the basis for an Orchestration design. Add required inputs, review points, and output format.

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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:
FeatureUse it for
MemoryFacts and preferences Sofie may use later.
DirectiveStanding rules Sofie should follow.
Saved promptReusable message text.
Chat HistoryPrevious conversation context.
WorkspaceShared project source context.
ArtifactDurable output such as a CoDraft or CoSheet.
Example Directive: 
For deviation work, separate observations, assumptions, missing evidence, and SME questions.
Example Memory: 
Remember that I prefer validation protocol reviews as tables with requirement ID, source, gap, and SME question columns.

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Turn a good chat into durable work

If a chat produces useful output, move it into the right place.
Chat resultMove it to
Report outlineCoDraft
Action listCoSheet
Source files and artifactsWorkspace
Repeatable workflowOrchestration
Reusable instructionSaved prompt
Standing preferenceMemory or Directive

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Find past information

If available, Sofie can help find prior conversations. Useful prompts: 
Find the chat where we discussed PPQ sampling rationale and summarize the decisions and open questions.

Search previous conversations for CAPA effectiveness criteria we used last month.
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.