Branch Signal Decision Checkpoint

This workflow acts like a calm, slightly skeptical advisor in your messaging channel: it answers straightforward questions from your knowledge base first, then guides people through a set of decision-shaped “signal checkpoints” when the situation is messy.

It’s built for the moment right before a team over-commits—when the numbers look clean, the story sounds plausible, and the cost of being wrong is higher than the cost of asking two more uncomfortable questions.

• Knowledge-base-first responses for common definitions and policies, with routing to guided checkpoints when needed.
• Button-driven menu of the most common failure modes: polished noise, dirty signal, automation limits, and branch comparisons.
• “Reality check” scripts that teach teams what to verify (definitions, denominators, backfill, incentives) before deciding.
• A built-in escape hatch to hand off to a human owner when the situation needs judgment.

1. Trigger: A message enters the workflow.
2. Knowledge base policy: The workflow tries to answer using your Calypso Knowledge Base (definitions, measurement rules, metric ownership, and known caveats).
3. Checkpoint menu: If the user needs guided help, they pick a checkpoint from an interactive menu:
   • Trustworthy branch numbers vs polished noise
   • Spot dirty signal before the meeting
   • Automation vs human judgment
   • Turn messy evidence into usable insight
   • What teams misread in branch comparisons & attribution
   • Build a signal culture (decisions, not slides)
4. Guidance: Based on the selected button, the workflow sends a short, practical checklist and “what usually breaks first.”
5. Next actions: The user can either return to the menu or request a human handoff.
6. Fallback handoff: If handoff is selected (or an unexpected option occurs), the workflow routes to human support with a clear handoff message.

• Calypso Knowledge Base connected and populated with your metric definitions, attribution rules, and known data caveats.
• A configured messaging channel that supports interactive messages (for example, WhatsApp).
• No additional credentials are required beyond your existing Calypso channel and knowledge base access.