Branch Signal Trust Filters

This workflow turns “we have a lot of signals” into “we can make a decision without embarrassing ourselves later.” It starts with a knowledge base answer when possible, then offers a simple menu of decision-shaped topics that diagnose which branch numbers to trust, how to spot dirty signal, and what teams misread when comparing branches and attribution.

It’s designed for the moment right before a confident meeting goes off the rails: you’ll get short, practical guardrails and checklists—without scrubbing away the messy truths that often explain what’s really happening.

• Knowledge-base-first responses, with automatic fall-through to a guided menu when the KB can’t help.
• Button-based routing to keep conversations decision-focused (trust, hygiene, automation vs judgment, comparisons, culture).
• Repeatable “filters” for branch metrics that look clean but behave suspiciously.
• A built-in escape hatch to hand off to a human team when the situation needs judgment.

1. Trigger: A user sends a message to start the conversation.
2. Knowledge Base policy: Calypso attempts to answer from your Knowledge Base. If confidence is low or the question needs triage, it continues to the menu.
3. Interactive menu: The user picks what they’re trying to decide (e.g., which numbers to trust, dirty signal checks, automation vs judgment).
4. Routing: The workflow matches the selected button and sends the corresponding decision guidance.
5. Loop: After each answer, the menu is shown again so the user can run another filter.
6. Human handoff (optional): If the user selects “Talk to a person,” the workflow routes to your designated department.

• Calypso Knowledge Base: Populate a few short articles (or snippets) on branch metric definitions, attribution rules, and known data caveats. No external credentials required.
• Calypso Department for handoff (optional but recommended): Create/identify an “Insights Ops” (or similar) department and paste its ID into the fallback node.