Branch Signal Decision Sensemaker

This workflow acts like a practical “signal bouncer” for branch decisions. A teammate picks what they’re trying to decide (trust a metric, compare branches, judge attribution, etc.), and the flow serves a tight set of reality checks designed to catch the kinds of bad data that looks perfect—right up until the meeting ends with a confident wrong decision.

It uses a Knowledge Base step first (so common questions can be answered consistently), then routes the user into short, decision-shaped guidance they can apply immediately—without forcing a data-cleaning fantasy that scrubs away the truth.

• Knowledge Base first, then routing: answers what it can, escalates to guided decision checks when it can’t.
• Button-based menu that keeps the conversation crisp (no essay prompts, no “thought leadership”).
• Practical “trust tests” for branch metrics, attribution, and cross-branch comparisons.
• A built-in path to hand off to a human team when stakes are high or signals are messy.
• Loop-back design: users can run multiple checks in one session without restarting.

1. Trigger: A user starts the workflow (in your connected Calypso messaging channel).
2. Knowledge Base assist: The workflow attempts to answer using your Knowledge Base policy.
3. Decision menu: The user chooses what they need:
   • Which numbers deserve trust
   • Spot dirty signal before the meeting
   • Automation vs. human judgment
   • Comparing branches & attribution pitfalls
   • Building a signal culture (decisions, not slides)
   • Talk to the Insights Team
4. Guidance is delivered: The workflow sends a focused playbook for the selected option.
5. Run another check (optional): After each guidance message, the workflow returns to the menu.
6. Human handoff (optional): If selected, the workflow hands the conversation to your Insights Team.

• A Calypso inbox with WhatsApp connected (or another channel that supports interactive buttons in your Calypso environment).
• An enabled Knowledge Base in Calypso (recommended for consistent definitions and metric FAQs).
• No additional credentials are required for this template beyond your existing Calypso channel setup.