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Sofie Guide lets Sofie search the official Sofie documentation while you are chatting. Use it when you want help with Sofie features, workflows, settings, or terminology without leaving the chat. Sofie Guide is different from Workspace search and Web search. It searches Sofie documentation, not your private Workspace files or the public web.

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When to use Sofie Guide

Use Sofie Guide when you need to:
  • Learn how to use a Sofie feature.
  • Compare two Sofie features, such as Search and Workspace search.
  • Find the right product surface for a task.
  • Get instructions for Plan Mode, CoDraft, CoSheet, CoMeeting, Workspaces, Orchestrations, Saved prompts, Memory, or Directives.
  • Ask Sofie to cite documentation links in the answer.
Do not use Sofie Guide for:
  • Searching your Workspace files.
  • Reviewing attached documents.
  • Getting current public information.
  • Analyzing a CoDraft, CoSheet, or CoMeeting.
Use Sources and search for those source paths.

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Turn on Sofie Guide

1

Open chat

Start a new chat or open an existing conversation.
2

Open search settings

Click the sliders control in the chat input.
3

Enable Sofie Guide

Turn on Sofie Guide.
4

Ask a documentation question

Ask Sofie how to use a feature, where to find a setting, or which workflow to choose.
When Sofie Guide is enabled, the sliders control shows Sofie Guide as an active setting.
Sofie remembers the Sofie Guide toggle in your browser. Turn it off when your next question is about project work, attached files, or Workspace sources instead of product documentation.

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Ask good Sofie Guide questions

Ask the question the same way you would ask a teammate. Good prompts: 
Use Sofie Guide. How do I add a Workspace to chat and turn on Workspace search?

Use Sofie Guide. What is the difference between a Saved prompt, a Directive, and Memory?

Use Sofie Guide. Walk me through creating a CoDraft from chat, including review points before saving.

Use Sofie Guide. Find the docs for referencing attachments in chat and summarize the steps.

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Read cited answers

Sofie Guide can return documentation-backed answers with source links. Use those citations to open the docs page and review the full instructions. Ask for citations when the answer will guide team training or an internal SOP: 
Use Sofie Guide and cite the docs pages you use. Explain how our team should choose between Workspace search, attachments, and Add context.
Sofie Guide helps you find product documentation. It does not make product behavior available if your organization has not enabled a feature or if your account does not have permission.

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Use Sofie Guide with other chat controls

You can combine Sofie Guide with normal chat instructions.
NeedSuggested setup
Learn a Sofie workflowTurn on Sofie Guide.
Ask about your project filesAdd the Workspace and turn on Workspace search instead.
Ask about current public guidanceTurn on Web search or Deep research instead.
Plan a multi-step Sofie workflowTurn on Sofie Guide and Plan Mode.
Reuse a documentation-help patternSave the prompt with Sofie Guide enabled.
Example: 
Use Sofie Guide and Plan Mode. Help me choose the right Sofie workflow for turning meeting notes, a CoSheet, and a draft protocol into a review-ready CoDraft. Show the plan before recommending steps.

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Save Sofie Guide prompts

If you ask the same documentation question often, save it as a Saved prompt. A Saved prompt can keep the Sofie Guide toggle, model choice, context, and attachments that were part of the prompt. Good candidates:
  • Team onboarding questions.
  • Standard “which Sofie surface should I use?” prompts.
  • Reusable training prompts for Workspaces, CoDraft, CoSheet, CoMeeting, or Orchestrations.
  • Internal help desk prompts that need documentation citations.
Review Sofie answers before using them for regulated, quality, clinical, or controlled-process work. Product documentation can explain how to use Sofie, but your team owns final source review and process decisions.