Branch Signal Sensemaking Coach

This workflow turns “messy evidence” (branch numbers, conversation notes, attribution claims, and ad-hoc anecdotes) into decision-ready guidance—without pretending every dataset is clean just because it’s formatted.

Customers (or internal teams) choose what they’re trying to decide from a menu. Calypso first applies your Knowledge Base guidance (definitions, metric rules, and policy), then routes them to targeted coaching that helps them pressure-test the signal before they walk into a confident-but-wrong meeting.

• Uses a Knowledge Base policy first, so responses stay consistent with your measurement definitions and business rules.
• Menu-based routing with decision-shaped options (metric trust, dirty signal detection, automation vs judgment, branch comparisons, signal culture).
• Practical checklists that call out the most common “looks fine until it isn’t” failure modes.
• A single follow-up menu after each answer to either return to the main menu or escalate to a human.
• Built-in handoff path to route ambiguous or high-stakes cases to your Analytics/Ops team.

1. Trigger: A user starts the flow (incoming message).
2. Knowledge base alignment: Calypso applies your Knowledge Base policy to anchor definitions and tone.
3. Choose the decision: The user selects what they need help with from the interactive menu.
4. Route to the right coaching path: The workflow checks which button they clicked and sends the matching guidance.
5. Follow-up options: After the guidance, the user can either return to the main menu or escalate for human review.
6. Escalation (optional): If requested, the workflow hands off to the specified department with a clear handoff message.

• A connected messaging channel in Calypso (e.g., WhatsApp or Calypso Inbox) that supports interactive buttons.
• A published Knowledge Base with your metric definitions, branch reporting rules, attribution conventions, and escalation guidelines.
• No additional credentials are required to deploy this workflow.