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Most chat issues come from unclear context, disabled capabilities, missing permissions, or a task that needs a different Sofie surface. Use this page when Sofie answers too generally, does not use the source you expected, creates the wrong artifact, or cannot complete an action.

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Quick corrections

Check these items:
  • The Workspace is added to the chat.
  • Workspace search is turned on.
  • The files or artifacts you need are included in Workspace search.
  • The prompt names the Workspace and source scope.
  • The question is specific enough for Sofie to search effectively.
Try:
Adding a Workspace to chat gives Sofie access to that context. Workspace search tells Sofie to retrieve relevant material from the Workspace knowledge set.

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Sofie used the wrong sources

This usually means the source boundary was too broad. Correct it directly:
Ask Sofie to show the source plan before continuing:

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Sofie did not create the artifact you expected

Name the artifact type and destination.
If the artifact already exists, add it as context or open Sofie Everywhere from that page.

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Sofie cannot find an item

Check:
  • The title, file name, or Workspace name is correct.
  • You have access to the item.
  • The item is not archived, deleted, or in another Workspace.
  • The item is included in Workspace search if you expect Sofie to retrieve text from it.
  • The item is a type Sofie can use from the current page or chat.
Try a search-first request:

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Sofie asks for a file that is already in a Workspace

Sofie may ask for a file when it is not in the active context or not included in the searchable Workspace set. Do this:
1

Add the Workspace

Add the Workspace to the current chat or open chat from inside that Workspace.
2

Turn on Workspace search

Use the sliders menu to enable Workspace search.
3

Name the file or folder

Tell Sofie which file, folder, or source type to search.
4

Ask for source confirmation

Ask Sofie to list the files it found before summarizing them.

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Sofie says it cannot use a connected app

Connected app access depends on the organization, your account connection, and permissions. Check:
  • The integration is enabled for your organization.
  • Your account is connected.
  • The requested source or action is allowed by your permissions.
  • The connected app item is accessible to the connected account.
  • The request is specific enough to identify the external item.
Try:

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Sofie gets stuck in a long task

Long tasks are more reliable when they are broken into steps. Use Plan Mode:
For very large source sets:
  • Use a Workspace instead of pasting long text.
  • Ask Sofie to search focused folders first.
  • Ask for intermediate tables before final narratives.
  • Split broad requests into one source family at a time.

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Sofie’s answer is too confident

Ask for uncertainty explicitly.
Use this for:
  • Deviation investigations.
  • CAPA development.
  • Batch record review.
  • Validation protocol drafting.
  • Regulatory or pharmacopoeia research.
  • Quality risk assessment.

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Sofie created the wrong result

You can redirect the work without starting over.

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When to start a new chat

Start a new chat when:
  • The current chat has many unrelated topics.
  • The context indicator is high and the next task needs a clean source set.
  • You need a different Workspace, model, or objective.
  • A past assumption is contaminating the answer.
  • You are moving from exploration to final drafting.
Use Context windows and summarization to decide when to compact, continue, or start fresh.