Branch Signal Decision Navigator

This workflow is a practical “decision pre-flight” for branch-level numbers, conversation insights, and attribution claims. It starts by checking your knowledge base for any existing internal guidance, then routes the operator through a short menu of decision-shaped prompts.

The goal isn’t to make your data look cleaner. It’s to keep your team from confidently walking into the wrong meeting story. Each path gives crisp checks you can run in minutes, plus a recommended next action (what to trust, what to caveat, and what to escalate).

• Knowledge-base-first behavior: pulls your existing definitions and guardrails before giving advice.
• Menu-based routing: one tap to get the right “sanity check” for the decision at hand.
• Dirty-signal detection prompts: highlights where polished dashboards commonly hide broken logic.
• Automation vs. judgment guidance: clarifies when rules are safe and when a human must arbitrate.
• Built-in escalation path: sends ambiguous cases to a human handoff for review.

1. Trigger: A user starts the workflow (Input).
2. Knowledge check: The workflow consults your configured knowledge base policy to reuse internal definitions and standards.
3. Choose a decision check: A menu asks what you’re trying to decide (numbers trust, dirty signal, automation vs judgment, messy evidence, misreads, or culture).
4. Routing: The workflow matches the selected button and sends the corresponding guidance message.
5. Keep going (optional): After each guidance message, the workflow returns to the menu so the user can run another check.
6. Escalate if needed: If the user selects escalation (or the selection can’t be matched), the workflow hands off to a human.

• Calypso Inbox enabled for interactive messages.
• Knowledge base (recommended): Add your definitions for branch metrics, attribution rules, and reporting cadences so the knowledge-base step can align responses with your standards.
• No external credentials required for this workflow as shipped.