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A Directive is a standing rule Sofie should follow. Use Directives for response behavior, review standards, formatting preferences, language constraints, and recurring guardrails. Directives are different from Memory. Memory stores facts and preferences. Directives tell Sofie what to do.

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When to use a Directive

Use a Directive when you want Sofie to consistently follow a rule. Good Directive examples:
  • For deviation work, separate facts, assumptions, missing evidence, and recommended next checks.
  • Do not infer root cause unless supplied sources support it.
  • When summarizing meetings, include decisions, action items, owners, due dates, risks, and unresolved questions.
  • For validation documents, preserve requirement IDs and acceptance criteria.
  • When drafting QA-facing language, avoid unsupported causal claims.
Avoid Directives that:
  • Conflict with your team’s required process.
  • Tell Sofie to skip human review.
  • Bake in temporary project facts.
  • Are so broad that they apply poorly to most tasks.
Do not use Directives to bypass review. Sofie can help prepare work, but your team owns final review for regulated, quality, clinical, or controlled processes.

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Open Directives

1

Open Manage Memory

Open Manage Memory from the user menu.
2

Select Directives

Click the Directives tab.
3

Review active rules

Check which Directives are active and whether any are stale.

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Directive fields

When you create or edit a Directive, Sofie can show: Good names:
  • Deviation evidence standard
  • QA-facing language
  • Meeting summary format
  • Validation source handling
  • CAPA traceability

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Create a Directive

1

Open Directives

Go to Manage Memory and select Directives.
2

Click Create

Click Create.
3

Name the Directive

Enter a clear Name.
4

Write the rule

Enter the standing instruction in Rule.
5

Add optional reasoning

Use Reasoning to explain why the rule matters.
6

Save

Click Save.

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Turn a Directive on or off

Directives can be active or inactive. Turn a Directive off when:
  • It applies only to a past project.
  • It conflicts with a current task.
  • You want to test a different response style.
  • It is too broad and needs revision.
Turn off a Directive before deleting it when you are not sure whether you will need it again.

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Edit or delete a Directive

1

Find the Directive

Search or scan the Directives table.
2

Open the row menu

Use the row action menu.
3

Choose Edit or Delete

Edit the Name, Rule, or Reasoning, or delete the Directive if Sofie should no longer follow it.
Deleting a Directive removes the standing rule for future conversations. It does not rewrite past chats.

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Directive examples by workflow

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Directive versus Saved prompt

Use a Directive when the rule should apply across conversations. Use a Saved prompt when you want reusable text for a specific task.

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Check Directive influence

If a response feels shaped by a standing rule, ask Sofie to explain what influenced it: