Branch Signal Sanity Kit
A guided decision checkpoint that helps teams separate trustworthy branch signals from polished noise, spot dirty data before meetings, and know when to trust automation vs. human judgment.
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Workflow guide
A practical operator-friendly explanation of how this automation works.
How it works
This workflow turns “messy signals” into decision-ready next steps—without pretending the data is cleaner than it is. It starts with a Knowledge Base-backed primer (so your definitions stay consistent), then offers a button menu of practical signal checks teams can use before they compare branches, present attribution, or automate decisions.
Operators get a repeatable way to pressure-test numbers that look fine on slides, catch the early signs of dirty signal (the kind that makes a meeting confidently wrong), and route the conversation to a human analyst when the situation deserves judgment over automation.
Key features
- Knowledge Base-first guidance to keep metric definitions and caveats consistent
- Button-based menu for decision-shaped signal checks (trust, dirtiness, attribution, automation)
- Built-in “talk to an analyst” handoff path for high-stakes or ambiguous cases
- Practical checklists that surface what usually breaks first (sampling, incentives, missingness, timing)
Step-by-step
- Trigger: A user starts the workflow.
- Knowledge Base policy: The assistant answers with your approved framing for signal reliability and decision hygiene, using your Knowledge Base as the source of truth.
- Decision menu (buttons): The user chooses what they need help with (e.g., which branch numbers to trust, spotting dirty signal, attribution comparisons).
- Routing by selection: The workflow routes the user to the matching checklist based on the button they clicked.
- Outcome message: The user receives a concise, action-oriented set of checks and next steps.
- Optional handoff: If the user selects Talk to an analyst, the workflow hands off to the Analytics department with context.
Setup requirements
- A Calypso messaging channel that supports interactive buttons (e.g., WhatsApp).
- Optional but recommended: populate your Calypso Knowledge Base with your branch metric definitions, data caveats, and attribution rules.
- If you want human escalation: an Analytics department configured for handoff in your routing settings.
- No external credentials are required by this workflow.
Ready to use this workflow?
Import this workflow into your Calypso account and start automating your processes.
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