Branch Signal Trust & Decision Coach

This workflow turns messy branch-level numbers, conversations, and “events” into decision-ready guidance—without pretending every dashboard is a truth machine. It starts by checking your Knowledge Base (so repeated questions get consistent answers), then routes people into a practical menu of common signal problems.

Each path gives a tight set of guardrails: what to trust, what’s likely contaminated, what to measure next, and when you should slow down and use human judgment before a confident meeting drives a wrong call.

• Knowledge Base-first answers for consistency, then menu-based routing when the question needs coaching
• A decision-shaped topic menu covering branch numbers, dirty signal detection, automation vs judgment, attribution comparisons, and signal culture
• Follow-up buttons to either return to the menu or hand off to a human team
• Built-in “default” handling when users don’t pick a supported option

1. Trigger: A message enters the workflow.
2. Knowledge Base check: The workflow attempts to answer from your Knowledge Base first; if it can’t, it continues to guided routing.
3. Main menu: The user picks what they’re trying to decide (trust branch numbers, spot dirty signals, automation vs judgment, comparing branches/attribution, or building signal culture).
4. Coaching response: The workflow sends a tailored advisory message for the selected topic.
5. Next step prompt: The user chooses either:
   1. More topics (returns to the main menu), or
   2. Talk to a person (hands off to the Analytics Ops team).
6. If no valid selection is detected: The workflow asks the user to pick a menu option and returns to the main menu.

• No credentials required.
• (Optional) A populated Knowledge Base improves first-response quality and consistency.
• Configure the Analytics Ops department in your routing settings if you want the human handoff path to work as-is.