Create a document with an assistant
An assistant can do more than reply in the chat. When you ask for something like a worksheet, a lesson plan, a parent letter, or a longer text, it can create a document you can edit and export. You write less from scratch and stay in control of the final result.
This takes a few minutes. You do not need any technical knowledge.
Before you start
You need a chat with an assistant, or the home chat on your dashboard. Think about what you want first: a worksheet, a lesson outline, a longer piece of text. That is the kind of thing that belongs in a document. You cannot force a document every time, but you can ask for one directly and steer the assistant towards it.
Create a document
A document is something the assistant produces for you, not a switch you set. The steps below walk through the fullest case: ask for something that suits a document, open it, edit it, then export or save it. Work through them in order, and skip any your chat does not need.
1. Ask for something that suits a document
Ask the assistant for output that belongs in a document, such as a worksheet, a lesson plan, or a longer text. When it fits, the assistant creates a document instead of putting everything in the reply. To steer it deliberately, name the kind of document you want, such as a worksheet or a longer text. On your dashboard home you can also start with the Write something button, marked with a pencil.
2. Open the document
When the assistant creates one, a document card appears in the chat. Click Open to view it in a panel beside the conversation. You can switch back to the chat at any time; the document stays where it is.
3. Edit the document
The document is yours to change. Click into it and edit the text like any editor, with headings, bold, lists, and more from the toolbar. Your work saves as you go, so the status shows Saving and then Saved. Use Undo and Redo to step back and forward while you refine it.
4. Export or save the document
When the document is ready, open Export options and choose where it should go.
- Download PDF gives you a ready-to-print file.
- Into Collection saves the document into one of your collections, so an assistant can use it as material later.
- Export to Word lets you keep editing in Word.
- Export to Google Docs and Share to Google Drive appear if you signed in with Google.
Next to Export options, you can also Copy to clipboard or Print document. The document leaves Sokra only at the moment you export it.
Tips
- Ask for the format you want. Saying "make this a worksheet" or "draft a lesson plan" points the assistant towards a document instead of a long reply.
- Edit in the panel before you export. It is quicker to fix wording here than to redo it later in Word or Google Docs.
- Need something visual? Ask the assistant to show it as a diagram, and it can draw one in the chat to explain a process or a structure.
- Save a document with Into Collection to reuse it. Anything in a collection can become material for an assistant.
Data & safety
A document stays in Sokra, tied to your chat, until you do something with it. It leaves Sokra only when you export it, and the Google Docs and Google Drive options appear only if you signed in with Google, so you stay in control of where it goes. Saving with Into Collection keeps the document inside your workspace as material. As with any answer, the assistant can be wrong, so treat a document as a draft you check and adjust, not a finished result to hand on unread.
Troubleshooting
No document appeared. The assistant creates a document when it judges one fits. If you got a long reply instead, ask again and say you want it as a document, such as a worksheet or a plan you can edit. On your dashboard home you can also start with the Write something button, marked with a pencil.
I cannot see the Google options. Exporting to Google Docs and sharing to Google Drive appear only if you signed in with Google. You can still Download PDF or Export to Word from the same Export options menu.
My collection is not listed. Open Into Collection and search by name. If you have no collections yet, create one in your materials library first, then export the document into it.