What Is a Workbook?
A Workbook is your central workspace for turning your conversation data into AI-powered insights. Think of it as a project folder where you bring in your data, ask questions about it, and build visual dashboards to share what you find.
Each Workbook can contain multiple elements all organized in one place:
Tables (Data Sources)
Worksheets
Canvases
You can share a Workbook with teammates so everyone works from the same source of truth.
Tables (Data Sources)
A Data Source is how your data gets into a Workbook — it's a live, structured view of your information, similar to a spreadsheet.
You can connect conversation data from Help Desk platforms and Sales tools like Gong, upload a CSV file, or link to an external data warehouse.
Once connected, your Data Source stays up to date so you're always working with current data.
You can add multiple Data Sources to a single Workbook if your analysis spans different datasets.
Use a Data Source as the foundation for everything else — it powers the Worksheets where you run AI analysis and the Charts and Dashboards you build on your Canvas.
Worksheets
When you're ready to analyze a specific slice of your data — like last month's escalated tickets or conversations about a particular product — you create a Worksheet.
Unlike a Table, which stays up-to-date as new conversations come in, a Worksheet pulls a filtered snapshot from one of your Tables, giving you a focused subset of conversations to run AI analysis on. The main tools of AI analysis are:
Ask Rippit reviews many conversations at once to answer broad questions like "What are the most common complaints?", returning themes and summaries across your data.
AI Columns review each conversation individually, classifying or extracting information one by one based on a prompt you define — ideal for tagging every conversation with a root cause, sentiment, or category.
For example, a support lead could create a Worksheet of escalated conversations, use Ask Rippit to spot the top themes, then add AI Columns to categorize each conversation by root cause for reporting.
Canvas
The Canvas is where you build visual dashboards from the data in your Workbook. You can add widgets like bar charts, line charts, pie charts, KPIs, pivot tables, notes, and videos to turn your data into a shareable, visual story.
You can apply filters across the entire Canvas to focus on specific segments, drill down into any chart to see the underlying rows, and Ask Rippit on new data segments to continue the research workflow.
