> ## 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.

# Troubleshoot chat actions

> Fix common issues when Sofie uses the wrong source, skips an expected action, or needs more context.

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.

## Quick corrections

| Problem                             | Say this                                                                  |
| ----------------------------------- | ------------------------------------------------------------------------- |
| Sofie answered without searching    | `Use Workspace search for this answer.`                                   |
| Sofie used broad public context     | `Stop using Web search. Use only the selected Workspace and attachments.` |
| Sofie returned a table in chat      | `Create this as a CoSheet so I can edit and export it.`                   |
| Sofie rewrote instead of suggesting | `Use suggestions or comments in the CoDraft instead of direct edits.`     |
| Sofie skipped review                | `Pause before creating, saving, sending, publishing, or concluding.`      |
| Sofie lacks context                 | `Before answering, list the context you are using and what is missing.`   |
| The task is too broad               | `Use Plan Mode. Break this into steps and wait for my review.`            |

## Sofie did not use Workspace search

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:

```text theme={null}
Use Workspace search in the Fill-finish deviation Workspace. Search for batch record entries, assay deviations, QA triage notes, and related CoMeetings. Return only findings with source names.
```

<Note>
  Adding a Workspace to chat gives Sofie access to that context. **Workspace search** tells Sofie to retrieve relevant material from the Workspace knowledge set.
</Note>

## Sofie used the wrong sources

This usually means the source boundary was too broad.

Correct it directly:

```text theme={null}
Do not use the previous web sources. Use only these three attached files and the selected Workspace. Restart the evidence table from those sources.
```

Ask Sofie to show the source plan before continuing:

```text theme={null}
Before answering, list the source set you will use and the source set you will ignore.
```

## Sofie did not create the artifact you expected

Name the artifact type and destination.

```text theme={null}
Create a CoDraft, not a chat answer. Title it "DI-2026-014 investigation gap memo" and save it to the deviation Workspace after I approve the outline.
```

```text theme={null}
Create a CoSheet with columns for source, observation, impact, owner, and next action. Do not leave it as a markdown table.
```

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

## 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:

```text theme={null}
Search Sofie for items related to "PPQ sampling rationale". Show likely Workspaces, CoDrafts, CoSheets, CoMeetings, and chats before using any of them.
```

## 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:

<Steps>
  <Step title="Add the Workspace">
    Add the Workspace to the current chat or open chat from inside that Workspace.
  </Step>

  <Step title="Turn on Workspace search">
    Use the sliders menu to enable **Workspace search**.
  </Step>

  <Step title="Name the file or folder">
    Tell Sofie which file, folder, or source type to search.
  </Step>

  <Step title="Ask for source confirmation">
    Ask Sofie to list the files it found before summarizing them.
  </Step>
</Steps>

## 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:

```text theme={null}
Check whether my connected apps can access this source. If not, tell me which connection or permission appears to be missing.
```

## Sofie gets stuck in a long task

Long tasks are more reliable when they are broken into steps.

Use Plan Mode:

```text theme={null}
Use Plan Mode. First gather sources, then create an evidence table, then identify gaps, then propose a CoDraft outline. Wait for my review before creating the CoDraft.
```

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.

## Sofie’s answer is too confident

Ask for uncertainty explicitly.

```text theme={null}
Revise the answer. Separate confirmed facts, assumptions, unsupported claims, conflicting sources, and questions for SME review.
```

Use this for:

* Deviation investigations.
* CAPA development.
* Batch record review.
* Validation protocol drafting.
* Regulatory or pharmacopoeia research.
* Quality risk assessment.

## Sofie created the wrong result

You can redirect the work without starting over.

```text theme={null}
Stop. Keep the source findings, but change the output to a CoSheet evidence matrix instead of a CoDraft narrative.
```

```text theme={null}
Undo the last direction. Return to the plan and revise step 3 so it uses only Workspace search.
```

```text theme={null}
Do not save this version. Show a revised outline in chat first.
```

## 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](/chat/context-windows-and-summarization) to decide when to compact, continue, or start fresh.