> ## 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.

# Sofie Guide

> Use Sofie Guide in chat to ask questions grounded in the Sofie documentation site.

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.

## 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](/chat/sources-and-search) for those source paths.

## Turn on Sofie Guide

<Steps>
  <Step title="Open chat">
    Start a new chat or open an existing conversation.
  </Step>

  <Step title="Open search settings">
    Click the sliders control in the chat input.
  </Step>

  <Step title="Enable Sofie Guide">
    Turn on **Sofie Guide**.
  </Step>

  <Step title="Ask a documentation question">
    Ask Sofie how to use a feature, where to find a setting, or which workflow to choose.
  </Step>
</Steps>

When Sofie Guide is enabled, the sliders control shows **Sofie Guide** as an active setting.

<Tip>
  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.
</Tip>

## Ask good Sofie Guide questions

Ask the question the same way you would ask a teammate.

Good prompts:

```text theme={null}
Use Sofie Guide. How do I add a Workspace to chat and turn on Workspace search?
```

```text theme={null}
Use Sofie Guide. What is the difference between a Saved prompt, a Directive, and Memory?
```

```text theme={null}
Use Sofie Guide. Walk me through creating a CoDraft from chat, including review points before saving.
```

```text theme={null}
Use Sofie Guide. Find the docs for referencing attachments in chat and summarize the steps.
```

## 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:

```text theme={null}
Use Sofie Guide and cite the docs pages you use. Explain how our team should choose between Workspace search, attachments, and Add context.
```

<Note>
  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.
</Note>

## Use Sofie Guide with other chat controls

You can combine Sofie Guide with normal chat instructions.

| Need                               | Suggested setup                                             |
| ---------------------------------- | ----------------------------------------------------------- |
| Learn a Sofie workflow             | Turn on **Sofie Guide**.                                    |
| Ask about your project files       | Add the Workspace and turn on **Workspace search** instead. |
| Ask about current public guidance  | Turn on **Web search** or **Deep research** instead.        |
| Plan a multi-step Sofie workflow   | Turn on **Sofie Guide** and **Plan Mode**.                  |
| Reuse a documentation-help pattern | Save the prompt with **Sofie Guide** enabled.               |

Example:

```text theme={null}
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.
```

## Save Sofie Guide prompts

If you ask the same documentation question often, save it as a [Saved prompt](/prompts/saved-prompts). 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.

<Warning>
  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.
</Warning>

## Related guides

* [Chat with Sofie](/chat/chat-with-sofie)
* [Sources and search](/chat/sources-and-search)
* [Reference attachments and context](/chat/reference-context)
* [Saved prompts](/prompts/saved-prompts)