Branch Signal Triage: Trust, Noise, and Next Actions

This workflow turns “we have numbers” into “we have decision-ready evidence.” It quickly routes a teammate to the right kind of signal check—branch metrics, messy conversation evidence, attribution comparisons, or the classic automation-vs-judgment call.

It’s designed for the real failure mode: data that looks clean and persuasive right up until a team makes a confident wrong decision. Each path gives crisp guidance on what to trust, what to measure next, and what usually breaks first.

• One-tap menu to route people to the right signal check (no wandering into a dashboard maze)
• A knowledge-base-first policy that answers from your existing guidance before routing
• Practical, decision-shaped checklists focused on branch comparisons, conversations, and attribution
• Clear escalation path to a human owner when the signal is too risky to “just automate”

1. Trigger: A user starts the workflow.
2. Knowledge base pass: The workflow attempts to answer using your knowledge base guidance first.
3. Pick a signal check: The user chooses the situation they’re in (e.g., branch numbers, dirty signal detection, automation vs judgment, attribution comparison, or signal culture).
4. Receive targeted guidance: The workflow sends a focused checklist and next actions for the chosen decision context.
5. Escalate when needed: If the user selects “Bring in a human,” the workflow hands off to the designated department.

• No external credentials are required.
• (Optional) Configure your Calypso Knowledge Base content so the knowledge-base step can answer with your house definitions (e.g., metric definitions, attribution rules, branch reporting caveats).
• (Optional) Confirm the handoff department exists in your Calypso routing setup (used for “Bring in a human”).