Workbook

A Workbook is a synthetic cohort built from your community data that allows you to generate insights without launching a new study.

It acts as a research workspace where:

• Your selected community data is organized into a cohort
• AI synthesizes past responses
• You can ask a set of questions to generate insights

Follow these steps:

1. Go to the Synthetic platform
2. Select data source: Choose the community (or dataset) you want to use.
3. Click “Create workbook”

4. Define your cohort:
   1. Name:- Provide a name to your workbook
   2. Short description: Add a brief summary.
   3. Workbook purpose: Provide a detailed workbook purpose: The system will use this purpose to filter the data from the community and create a cohort to run different research modules like IDI and Converse AI.

      Example:

      • Understand why customers churn
      • Explore perceptions about pricing
      • Evaluate onboarding experience
   4. Set a similarity cut-off percentage: Choose the similarity percentage that determines how closely members should match your workbook purpose.
      • Higher % (e.g., 80–90%): More precise match, smaller but highly relevant cohort
      • Lower % (e.g., 50–70%): Broader match, larger cohort with more diversity
   5. Save and generate: Click Create

Your Workbook is now ready to use for insight generation.

Yes. A single Workbook can support multiple reports. You can:

• Ask different sets of questions
• Run multiple insight generations
• Explore different angles using the same cohort