> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Conversation history and continuity

> Use chat history, pinned chats, plans, Saved prompts, Memory, and artifacts to continue work across Sofie.

Sofie chat can be a durable work trail. Use chat history for context, artifacts for structured outputs, [Saved prompts](/prompts/saved-prompts) for reusable instructions, and [Memory](/personalize/memory) or [Directives](/personalize/directives) for durable personalization.

## 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.

## 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.

## Continue a long chat

When a chat gets long, ask Sofie to summarize before continuing.

```text theme={null}
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](/chat/context-windows-and-summarization) for how to read the context indicator and recover from context limit errors.

## 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:

```text theme={null}
Use the current plan as the basis for an Orchestration design. Add required inputs, review points, and output format.
```

## 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](/prompts/saved-prompts) do not make Sofie remember facts. They give you reusable text to insert into chat.

## Use Memory and Directives for continuity

Use:

| Feature      | Use it for                                   |
| ------------ | -------------------------------------------- |
| Memory       | Facts and preferences Sofie may use later.   |
| Directive    | Standing rules Sofie should follow.          |
| Saved prompt | Reusable message text.                       |
| Chat History | Previous conversation context.               |
| Workspace    | Shared project source context.               |
| Artifact     | Durable output such as a CoDraft or CoSheet. |

Example Directive:

```text theme={null}
For deviation work, separate observations, assumptions, missing evidence, and SME questions.
```

Example Memory:

```text theme={null}
Remember that I prefer validation protocol reviews as tables with requirement ID, source, gap, and SME question columns.
```

## Turn a good chat into durable work

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

| Chat result                | Move it to          |
| -------------------------- | ------------------- |
| Report outline             | CoDraft             |
| Action list                | CoSheet             |
| Source files and artifacts | Workspace           |
| Repeatable workflow        | Orchestration       |
| Reusable instruction       | Saved prompt        |
| Standing preference        | Memory or Directive |

## Find past information

If available, Sofie can help find prior conversations.

Useful prompts:

```text theme={null}
Find the chat where we discussed PPQ sampling rationale and summarize the decisions and open questions.
```

```text theme={null}
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.

## 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.

<Warning>
  A prior chat can contain draft thinking or stale assumptions. Recheck sources before reusing old conclusions.
</Warning>