Branch Signal Decision Coach

This workflow helps operators and branch leaders pressure-test the signals behind a decision before they confidently walk into the wrong meeting. It starts by answering with your Knowledge Base (so the easy questions are handled fast), then offers a menu of decision-shaped topics that translate messy evidence into clear next actions.

It’s built for the real world where bad data often looks “clean” until it gets compared across branches, attributed to the wrong cause, or automated into a dashboard that nobody challenges. The workflow pushes the user toward practical checks: what to trust, what to distrust, what to measure next, and when to stop pretending the numbers are self-explanatory.

• Knowledge Base first: answers known questions immediately, then routes to guided decision coaching when needed.
• Interactive menu of decision-shaped paths (trust branch numbers, spot dirty signals, attribution/branch comparisons, automation vs judgment, and more).
• Practical, non-academic guidance written for operators who need usable checks—not theory.
• Optional human handoff path when the situation needs judgment, context, or escalation.

1. Trigger: A user starts the workflow via the Input node.
2. Knowledge Base pass: Knowledge Base Policy attempts to answer using your maintained content. If it can’t confidently answer, it falls through to routing.
3. Choose a decision path: The user receives an Interactive Message with buttons to pick what they’re deciding (e.g., which branch numbers to trust, how to spot dirty signal, automation vs human judgment).
4. Route by selection: A matching If node checks the exact button id and routes to the relevant coaching message.
5. Get the playbook: A Text Message delivers a concise, decision-ready checklist and common failure modes for that topic.
6. Escalate when needed: If the user chooses Talk to a person, the workflow routes to Fallback for human support.

• Calypso Knowledge Base: recommended (this workflow is designed to use it first). No additional credentials are required beyond your Calypso workspace access.
• Calypso Inbox/channel connected to receive and send interactive and text messages (e.g., your Calypso chat surface).