Chat is the primary way you ask Sofie to do work. Sofie can answer directly, search sources, analyze files, create artifacts, edit artifacts, run Orchestrations, generate files, and use connected apps when they are available to you.
You do not need to choose a specific capability name. Tell Sofie what outcome you want, add the right context, and name any constraints. Sofie decides which available capability fits the task.
For step-by-step work, use Run work from chat. For a fuller action reference, use Chat actions and tools reference. For Office files and code-sandbox file work, see File Studio. For visuals created in chat, see Chart and diagram generation and Image Generation. If Sofie uses the wrong source or skips an action, use Troubleshoot chat actions.
How Sofie chooses capabilities
Sofie chooses capabilities based on:
| Signal | What it affects |
|---|
| Your request | Whether Sofie should search, analyze, draft, create, edit, run, or ask for review. |
| Selected context | Which Workspace, CoDraft, CoSheet, CoMeeting, Orchestration, file, plan, or Saved prompt Sofie can use. |
| Search settings | Whether Workspace search, Web search, Deep research, or Plan Mode is active. |
| Connected apps | Whether Microsoft 365, Google Workspace, or Salesforce sources are available. |
| Permissions | Whether you can view, create, edit, send, save, or run the requested item. |
| Current page | Whether Sofie Everywhere can use the CoDraft, CoSheet, CoMeeting, Workspace, or Orchestration you are viewing. |
Sofie may not load every capability in every chat. If you want a specific kind of work, say it directly: search this Workspace, create a CoDraft, analyze this CoSheet, run this Orchestration, or ask me before saving.
Core chat capabilities
| Capability | Ask Sofie to |
|---|
| Direct answer | Explain, summarize, compare, rewrite, classify, or brainstorm. |
| Context selection | Use a CoDraft, CoSheet, CoMeeting, Orchestration, Workspace, plan, or Saved prompt. |
| File analysis | Read attached files or Workspace files and extract facts, tables, gaps, visuals, or questions. |
| File Studio | Create, edit, or transform Office files and structured data in a code sandbox. |
| Workspace knowledge | Search curated Workspace content with Workspace search. |
| Web research | Use Web search or Deep research for current public information. |
| CoDraft creation and editing | Create, import, revise, comment on, or export documents. |
| CoSheet creation and analysis | Create, import, analyze, formula-fill, chart, pivot, or export spreadsheets. |
| CoMeeting use | Find meetings, summarize transcripts, create action items, or compare decisions with sources. |
| Orchestrations | Find, run, build, edit, test, or review repeatable workflows. |
| Memory and Directives | Save durable preferences or standing rules when you ask Sofie to remember or follow them. |
| Connected apps | Search, read, create, or update external items when enabled and confirmed. |
| Capability | Use it when | Typical output |
|---|
| Workspace search | Sofie should find relevant text in Workspace knowledge. | Source-backed answer with citations or source references. |
| File Query | A file may contain important visuals, charts, diagrams, images, layout, or formatting. | Deep file answer, usually about a specific file or small file set. |
| File Studio | You need Office-file work, generated files, code-based transformations, or programmatic analysis. | Downloadable file, transformed data, or analysis summary. |
| CoSheet tools | You want to view, edit, formula-fill, chart, pivot, or collaborate on spreadsheet data. | Interactive CoSheet. |
| CoDraft tools | You want to draft, revise, comment on, review, or export a document in Sofie. | Interactive CoDraft. |
| Chart and diagram generation | You want a chart, diagram, flow, timeline, or visual summary in chat. | Image shown in chat. |
| Image Generation | You want a concept image, illustration, edited image, infographic, icon, or visual idea in chat. | Generated or edited image shown in chat. |
| Data Analysis | An Orchestration agent needs statistical or code-based data work. | Agent output, files, or analysis for downstream tasks. |
Sofie may load only the tools that match the current request, selected context, attachments, enabled features, and permissions. If you want a specific path, name it directly.
File Studio
File Studio lets Sofie work with files in a code sandbox. Use it for file outcomes that do not fit cleanly into CoDraft, CoSheet, or a normal chat response.
Use File Studio for:
- PowerPoint files when you need to create or edit a
.pptx.
- Word files when you need a generated or edited
.docx rather than a CoDraft.
- JSON, CSV, TSV, and other structured data transformations.
- Complex statistical analysis or batch processing that is better handled with code.
- Generated files that should be downloaded after the run.
Ask directly:
Use File Studio to create a PowerPoint file from this investigation summary. Include slides for background, timeline, evidence, source gaps, and next checks. Return the download link.
| Need | Use |
|---|
| Data chart, process flow, timeline, Gantt-style plan, mindmap, sequence, or decision path | Chart and diagram generation |
| Concept image, technical illustration, infographic, icon idea, or edited reference image | Image Generation |
| Editable spreadsheet chart tied to cells, formulas, pivots, and ranges | CoSheet |
| Visual in a downloadable PowerPoint or Word file | File Studio |
| Review of a chart, figure, slide, or image in a source file | File Query |
Create a timeline of the deviation investigation events from these sources. Mark any unconfirmed dates as "needs confirmation."
Generate a clean technical illustration for internal training. Show a quality team reviewing a deviation timeline and CAPA checklist. Avoid logos, patient data, and readable document text.
Review generated visuals before using them in quality, clinical, regulatory, training, or controlled-process material. Generated visuals can simplify, omit, or invent details.
| Need | Use |
|---|
| Current public information | Web search |
| Broad public research | Deep research |
| Project files and artifacts | Workspace plus Workspace search |
| Exact attached files | Attachments |
| Specific documents | CoDraft context or file context |
| Meeting discussions | CoMeeting context or meeting search |
| Spreadsheet data | CoSheet context or attached spreadsheet |
| Visual document details | File Query |
| Generated Office files or code-based transformations | File Studio |
Use Workspace search to find source material for the PPQ sampling rationale. Return source file, relevant section, finding, assumption, and open SME question.
| Artifact | What Sofie can help with |
|---|
| CoDraft | Create documents, import DOCX/DOC files, draft sections, add comments, propose suggestions, fill templates, and prepare exports. |
| CoSheet | Create spreadsheets, import XLSX/CSV files, analyze data, suggest formulas, create charts, create pivot tables, and export Excel or CSV. |
| CoMeeting | Use transcript, notes, and summary as source context. |
| Orchestration | Find, run, create, edit, test, publish, and review workflows. |
| Workspace | Create folders, organize content, search knowledge, and save outputs. |
| Generated file | Use File Studio when the output should be a downloadable Office file or transformed data file. |
Create a CoDraft from this answer. Use headings for background, evidence reviewed, source gaps, open questions, and next steps. Save it to the investigation Workspace only after I review the outline.
- Microsoft email, calendar, OneDrive, and SharePoint.
- Google Gmail, Calendar, and Drive.
- Salesforce records.
Connected app availability depends on your organization, your connected account, and your permissions.
When Sofie is about to send, create, update, delete, or save something in a connected app, review the preview and approval prompt before continuing.
| Verb | Example |
|---|
| Search | Search this Workspace for files about release assay readiness. |
| Analyze | Analyze this CoSheet for outliers and missing values. |
| Transform | Use File Studio to clean these JSON records and return a CSV download. |
| Create | Create a CoDraft investigation outline from these sources. |
| Generate file | Use File Studio to create a PowerPoint file from this summary. |
| Edit | Revise the selected CoDraft section and keep the tone neutral. |
| Import | Import this CSV into a CoSheet and profile the data. |
| Run | Run the CAPA effectiveness Orchestration with this Workspace. |
| Ask | Ask me before drafting any conclusion. |
| Save | Save the final summary to the Workspace after I approve it. |
Use Plan Mode. First search the Workspace for source material, then analyze the attached CoSheet, then create a CoDraft outline. Ask me before creating the CoDraft and before writing any conclusion.
If Sofie does not use the capability you expected
Try one of these corrections:
Use Workspace search for this answer.
Do not answer from memory. Use the attached files only.
Create a CoSheet instead of returning a table in chat.
Use File Studio because I need a downloadable PowerPoint file.
Use File Query to inspect the charts and layout in this PDF before summarizing it.
Open the CoDraft and propose tracked changes instead of rewriting in chat.
Ask me for approval before sending or saving anything.
Practical limits
Sofie capabilities depend on source quality, permissions, enabled features, and the clarity of your request.
Sofie may ask you to:
- Add the right Workspace or file.
- Connect an external app.
- Choose between similar artifacts.
- Confirm a save, send, update, or delete action.
- Provide missing required inputs.
- Review output before the workflow continues.
Sofie can help prepare work, but you own final review. Verify sources, calculations, conclusions, and any action that affects shared systems or controlled processes.
