Branch Signal Evidence Coach

This workflow turns a “we have numbers, so we must be right” moment into a calmer, more decision-ready check. It gives leaders and operators a quick set of reality tests for branch metrics, conversations, and attribution—before a confident meeting runs off a cliff.

The flow starts by attempting a Knowledge Base answer (great when the question is familiar), then guides the user through a practical menu: trust tests for branch numbers, dirty-signal detection, automation vs judgment, working with messy evidence, common branch comparisons that go wrong, and how to build a signal culture that produces decisions—not just slides.

• Knowledge Base-first responses, with routing to a structured coaching menu when needed
• Button-based guidance for common decision-shaped questions (trust, hygiene, attribution, culture)
• “Switch-like” routing so one tap reliably lands on one outcome
• Loops back to the main menu after each answer to support multi-question sessions
• Optional handoff to a human support queue when the user needs help beyond self-serve

1. Trigger: The workflow starts when a new user message enters the flow.
2. Knowledge Base attempt: The flow tries to answer via the Knowledge Base Policy (fast wins for repeatable questions).
3. Menu of decision checks: If a KB answer isn’t appropriate, the user sees a button menu to choose what they need:
   • Trust branch numbers
   • Spot dirty signals
   • Automation vs judgment
   • Use messy evidence without “sanitizing” it
   • Avoid attribution & comparison traps
   • Build a signal culture
   • Talk to a human
4. Routing: The user’s button tap is evaluated in sequence (like a switch statement). The first match routes to the correct guidance.
5. Guidance delivered: A targeted, operator-friendly message is sent for the chosen topic.
6. Loop for more help: After the guidance, the flow returns to the main menu so the user can run another check.
7. Handoff (optional): If the user selects Talk to a human (or no button matches), the workflow hands off with a short context-setting message.

• Calypso Knowledge Base: Recommended (the flow is designed to attempt KB answers first). No additional credentials are required inside this workflow.
• Routing/handoff: If you want the human handoff path to work, ensure your Calypso workspace has a department/queue that can receive routed conversations (the template references Analytics Support).
• Channels: Works anywhere Calypso interactive buttons are supported (e.g., Web Chat, WhatsApp).