# Sofie

## Docs

- [Account settings](https://sofiedocs.usetransfer.ai/account/account-settings.md): Manage your Sofie profile, work preferences, document branding, email signature, notification settings, and account-level options.
- [Email signatures](https://sofiedocs.usetransfer.ai/account/email-signatures.md): Create, preview, enable, and manage the email signature Sofie uses for CoDraft emails.
- [Notification preferences](https://sofiedocs.usetransfer.ai/account/notification-preferences.md): Configure Sofie email, push, in-app, quiet hours, timezone, and per-type notification preferences.
- [Personal document branding](https://sofiedocs.usetransfer.ai/account/personal-branding.md): Set the logo and colors Sofie uses for your generated documents when your organization allows personal branding.
- [Profile and work preferences](https://sofiedocs.usetransfer.ai/account/profile-and-preferences.md): Set your Sofie profile, role context, task interests, avatar, and password fields.
- [Security and passkeys](https://sofiedocs.usetransfer.ai/account/security-and-passkeys.md): Use passkeys for Sofie account security and understand what to do when passkey enrollment is required.
- [Document branding](https://sofiedocs.usetransfer.ai/admin/document-branding.md): Configure organization, group, and personal logo and color settings for Sofie-generated documents.
- [Groups](https://sofiedocs.usetransfer.ai/admin/groups.md): Use Sofie groups to organize users for teams, departments, projects, and review cohorts.
- [Integration administration](https://sofiedocs.usetransfer.ai/admin/integration-administration.md): Enable organization-level connected app providers and understand how integration administration affects Sofie users.
- [Google Workspace integration](https://sofiedocs.usetransfer.ai/admin/integrations/google-workspace.md): Set up Sofie access to Gmail, Google Calendar, and Google Drive through a Google Cloud OAuth client.
- [Microsoft 365 integration](https://sofiedocs.usetransfer.ai/admin/integrations/microsoft-365.md): Set up Sofie access to Microsoft email, calendar, OneDrive, and SharePoint through Microsoft Entra.
- [Salesforce integration](https://sofiedocs.usetransfer.ai/admin/integrations/salesforce.md): Set up Sofie access to Salesforce CRM records and custom-object workflows through a Salesforce OAuth app.
- [Orchestration sharing controls](https://sofiedocs.usetransfer.ai/admin/orchestration-sharing-controls.md): Restrict Orchestration sharing, grant sharing permission through roles, and choose when to publish Orchestrations organization-wide.
- [Organization settings](https://sofiedocs.usetransfer.ai/admin/organization-settings.md): Manage organization name, authentication policy, brand settings, and company-level Sofie configuration.
- [Organization settings and security](https://sofiedocs.usetransfer.ai/admin/organization-settings-and-security.md): Manage Sofie organization settings, brand settings, integration availability, authentication policy, and security review surfaces.
- [Roles and permissions](https://sofiedocs.usetransfer.ai/admin/roles-and-permissions.md): Design Sofie roles, review permissions, and manage privileged access carefully.
- [Security Center](https://sofiedocs.usetransfer.ai/admin/security-center.md): Use Sofie Security Center to review security events, alerts, access review snapshots, and recovery activity.
- [User management](https://sofiedocs.usetransfer.ai/admin/user-management.md): Invite users, review user details, manage roles and groups, and handle user removal in Sofie.
- [Users, groups, and roles](https://sofiedocs.usetransfer.ai/admin/users-groups-roles.md): Understand Sofie user management, group organization, and role-based access at an administrator level.
- [Chat actions and tools reference](https://sofiedocs.usetransfer.ai/chat/actions-and-tools-reference.md): Learn the user-facing actions Sofie can take from chat and how to ask for the right capability.
- [Chart and diagram generation](https://sofiedocs.usetransfer.ai/chat/chart-and-diagram-generation.md): Ask Sofie to create charts, diagrams, timelines, flowcharts, and visual summaries directly in chat.
- [Chat with Sofie](https://sofiedocs.usetransfer.ai/chat/chat-with-sofie.md): Use Sofie chat for questions, analysis, drafting, model selection, voice input, planning, and artifacts.
- [Confirmations and review](https://sofiedocs.usetransfer.ai/chat/confirmations-and-review.md): Understand when Sofie asks for confirmation, approval, human input, or review before continuing work from chat.
- [Context windows and summarization](https://sofiedocs.usetransfer.ai/chat/context-windows-and-summarization.md): Understand Sofie context windows, the context indicator, long-chat summarization, and how to keep source-heavy work accurate.
- [Conversation history and continuity](https://sofiedocs.usetransfer.ai/chat/conversation-history-and-continuity.md): Use chat history, pinned chats, plans, Saved prompts, Memory, and artifacts to continue work across Sofie.
- [Create and edit artifacts from chat](https://sofiedocs.usetransfer.ai/chat/create-and-edit-artifacts.md): Use Sofie chat to create, open, revise, import, export, and save CoDrafts, CoSheets, CoMeetings, Workspaces, and Orchestrations.
- [File Studio](https://sofiedocs.usetransfer.ai/chat/file-studio.md): Use File Studio for Office files, generated files, and code-sandbox work that does not fit cleanly into CoDraft or CoSheet.
- [How Sofie works from chat](https://sofiedocs.usetransfer.ai/chat/how-sofie-works.md): Learn the chat workflow Sofie follows: understand the task, use context, plan when needed, run capabilities, create artifacts, and ask for review.
- [Image Generation](https://sofiedocs.usetransfer.ai/chat/image-generation.md): Ask Sofie to create or edit images for concepts, scientific visuals, infographics, backgrounds, icons, and visual explanations.
- [Model selection](https://sofiedocs.usetransfer.ai/chat/model-selection.md): Choose Sofie chat models, set a default, and understand how model choice affects speed, reasoning, and context.
- [Use Plan Mode](https://sofiedocs.usetransfer.ai/chat/plan-mode.md): Turn on Plan Mode to have Sofie create, revise, and execute a structured plan for complex work.
- [Prompting patterns](https://sofiedocs.usetransfer.ai/chat/prompting-patterns.md): Use practical Sofie prompt patterns for source review, document drafting, spreadsheet analysis, meetings, Orchestrations, and life sciences workflows.
- [Reference attachments and context](https://sofiedocs.usetransfer.ai/chat/reference-context.md): Use double brackets in chat to reference attached files, Workspace items, artifacts, plans, and selected content.
- [Run work from chat](https://sofiedocs.usetransfer.ai/chat/run-work-from-chat.md): Use Sofie chat to move from a request to source search, artifact creation, workflow execution, and review.
- [Use Sofie Everywhere](https://sofiedocs.usetransfer.ai/chat/sofie-everywhere.md): Ask Sofie for help while viewing a CoDraft, CoSheet, CoMeeting, Workspace, Orchestration, or other Sofie page.
- [Sofie Guide](https://sofiedocs.usetransfer.ai/chat/sofie-guide.md): Use Sofie Guide in chat to ask questions grounded in the Sofie documentation site.
- [Sources and search](https://sofiedocs.usetransfer.ai/chat/sources-and-search.md): Use attachments, Workspace search, Web search, Deep research, context chips, and citations in Sofie.
- [Tools and capabilities](https://sofiedocs.usetransfer.ai/chat/tools-and-capabilities.md): Understand the tools Sofie can use from chat, how capabilities become available, and how to ask for the right action.
- [Troubleshoot chat actions](https://sofiedocs.usetransfer.ai/chat/troubleshoot-chat-actions.md): Fix common issues when Sofie uses the wrong source, skips an expected action, or needs more context.
- [CoDraft](https://sofiedocs.usetransfer.ai/codraft/codraft.md): Create, import, edit, review, share, template, and export documents with Sofie.
- [Comments and suggestions](https://sofiedocs.usetransfer.ai/codraft/comments-and-suggestions.md): Use CoDraft comments, suggesting mode, tracked changes, review display modes, and Sofie-assisted review.
- [Format, review, and export a CoDraft](https://sofiedocs.usetransfer.ai/codraft/format-review-export.md): Use the CoDraft toolbar for formatting, tables, images, page layout, suggestions, comments, revisions, and export.
- [Templates and placeholders](https://sofiedocs.usetransfer.ai/codraft/templates-and-placeholders.md): Create, fill, review, and reuse CoDraft templates with fields for recurring documents.
- [Capture, review, and use a CoMeeting](https://sofiedocs.usetransfer.ai/comeetings/capture-review-search.md): Start CoMeetings, capture in-person or virtual discussion, review transcripts, create follow-up work, search meetings, and share meeting context.
- [CoMeeting](https://sofiedocs.usetransfer.ai/comeetings/comeetings.md): Capture meetings, review transcripts, create notes, search discussion history, and use meeting context in Sofie.
- [Analyze CoSheet data with chat](https://sofiedocs.usetransfer.ai/cosheets/analyze-data-with-chat.md): Use Sofie chat to profile CoSheet data, find issues, suggest formulas, create pivots and charts, and summarize results.
- [CoSheet](https://sofiedocs.usetransfer.ai/cosheets/cosheets.md): Create, import, analyze, chart, collaborate on, and export spreadsheets with Sofie.
- [Use formulas, pivots, and charts in CoSheet](https://sofiedocs.usetransfer.ai/cosheets/formulas-pivots-charts.md): Import data, write formulas, ask Sofie for calculations, build pivot tables, create charts, and export CoSheets to Excel.
- [Quickstart](https://sofiedocs.usetransfer.ai/getting-started/quickstart.md): Set up Sofie, start your first useful chat, add context, and find your work again.
- [Sofie documentation](https://sofiedocs.usetransfer.ai/index.md): Learn how to use Sofie for chat, workspaces, documents, meetings, spreadsheets, orchestrations, and life sciences workflows.
- [Connected apps](https://sofiedocs.usetransfer.ai/integrations/connected-apps.md): Understand how Sofie can use connected apps from chat, including email, calendar, cloud files, and CRM sources when enabled.
- [Handoff and review from notifications](https://sofiedocs.usetransfer.ai/notifications/handoff-and-review.md): Use notifications to return to paused work, review generated outputs, and continue Sofie workflows safely.
- [Notifications](https://sofiedocs.usetransfer.ai/notifications/notifications.md): Use Sofie notifications to track shared work, workflow updates, meeting reminders, security alerts, and items that need your attention.
- [Build and edit an Orchestration](https://sofiedocs.usetransfer.ai/orchestrate/build-orchestrations.md): Create Orchestrations manually with inputs, agents, tasks, tools, output modes, review steps, versions, and test runs.
- [Build an Orchestration with Sofie chat](https://sofiedocs.usetransfer.ai/orchestrate/build-with-chat.md): Use chat to design, create, test, and refine an Orchestration before editing it in Orchestrate.
- [Orchestrations](https://sofiedocs.usetransfer.ai/orchestrate/orchestrations.md): Build, run, share, publish, test, and reuse Sofie Orchestrations with agents, tasks, tools, and human review.
- [Structured Outputs](https://sofiedocs.usetransfer.ai/orchestrate/structured-outputs.md): Use Structured Outputs in Orchestrations to create repeatable fields, cleaner task handoffs, and more reliable testing.
- [Test Orchestrations](https://sofiedocs.usetransfer.ai/orchestrate/test-orchestrations.md): Create, run, review, and maintain Orchestration tests so reusable Sofie workflows stay predictable with realistic inputs.
- [Use Orchestrations intelligently](https://sofiedocs.usetransfer.ai/orchestrate/use-orchestrations-intelligently.md): Learn when to use Sofie Orchestrations, how to design reliable workflows, and how to test, publish, run, and maintain them.
- [Directives](https://sofiedocs.usetransfer.ai/personalize/directives.md): Create and manage standing rules that tell Sofie how to respond across conversations.
- [Memory](https://sofiedocs.usetransfer.ai/personalize/memory.md): Understand, create, review, and manage Sofie Memory for durable facts and preferences.
- [Memory review and cleanup](https://sofiedocs.usetransfer.ai/personalize/memory-review-and-cleanup.md): Review Memory, Directives, Episodes, Knowledge Graph, and Analytics so Sofie stays aligned with your work.
- [Saved prompts](https://sofiedocs.usetransfer.ai/prompts/saved-prompts.md): Create, edit, share, promote, and reuse Saved prompts for repeatable Sofie chat requests.
- [Search results and filters](https://sofiedocs.usetransfer.ai/search/search-results-filters.md): Filter, sort, and interpret Sofie Search results so you can reopen the right work quickly.
- [Search Sofie](https://sofiedocs.usetransfer.ai/search/search-sofie.md): Use Sofie Search to find chats, Workspaces, CoDrafts, CoMeetings, CoSheets, Orchestrations, Sequences, and Templates.
- [Search versus chat sources](https://sofiedocs.usetransfer.ai/search/search-vs-chat-sources.md): Understand when to use Sofie Search, Workspace search, Web search, Deep research, Sofie Guide, attachments, and selected context.
- [Sequences](https://sofiedocs.usetransfer.ai/sequences/sequences.md): Create, schedule, pause, run, and review recurring Sofie workflow automation with Sequences.
- [Fill templates progressively](https://sofiedocs.usetransfer.ai/templates/fill-templates-progressively.md): Use Sofie and the fill-progress rail to complete reusable templates over multiple sessions.
- [Templates](https://sofiedocs.usetransfer.ai/templates/templates.md): Create, find, fill, duplicate, pin, share, publish, and manage reusable Sofie document templates.
- [Life sciences playbooks](https://sofiedocs.usetransfer.ai/workflows/life-sciences-playbooks.md): Use Sofie for practical life sciences workflows across chat, Workspaces, CoDraft, CoMeeting, CoSheet, and Orchestrate.
- [Manage Workspace files, members, and context](https://sofiedocs.usetransfer.ai/workspaces/files-members-integrations.md): Organize Workspace folders, upload files, manage members, use integrations, search content, and add Workspace context to Sofie chat.
- [Workspace knowledge](https://sofiedocs.usetransfer.ai/workspaces/workspace-knowledge.md): Use Workspace knowledge to centralize source material, make project context searchable, and help Sofie answer from shared files, documents, and meetings.
- [Workspaces](https://sofiedocs.usetransfer.ai/workspaces/workspaces.md): Use Workspaces to organize files, artifacts, chats, meetings, integrations, permissions, and Sofie context.

## Optional

- [TransferAI](https://usetransfer.ai)