Branch Signal Reality Audit

This workflow helps branch and regional leaders turn “good-looking” metrics, conversations, and local events into decisions they can defend. It starts with a Knowledge Base-first experience (so common questions can be answered immediately), then routes users into a short menu of decision-shaped topics when the request is messy, ambiguous, or needs judgment.

It’s built for the moment right before the confident meeting goes off the rails: someone shows a clean chart, everyone nods, and the decision quietly bakes in bad assumptions. This flow adds fast guardrails—without turning your team into a statistics seminar.

• Knowledge Base-first responses for common definitions and recurring questions
• Button-based menu that routes users into practical, decision-ready checks (no hunting)
• Dedicated guidance for “trustworthy vs polished noise” branch numbers
• A clear split between where automation earns trust and where humans must stay in the loop
• Optional handoff to a human owner when the situation is sensitive or high-stakes

1. Trigger: A user starts the workflow (Input).
2. Knowledge Base policy: If the user’s question can be answered directly from your Knowledge Base, they get an immediate answer; otherwise the flow continues to routing.
3. Topic menu: The user picks what they need help with (buttons).
4. Routing (IF chain): The workflow matches the selected button ID and routes to the corresponding guidance.
5. Outcome: The user receives a concise advisory message with practical checks and next-step framing. If they choose “Talk to a human”, the workflow hands off to routing/department handling.

• No credentials required.
• (Optional) Enable and maintain your Calypso Knowledge Base content so the Knowledge Base policy can answer common questions before routing to the menu.