Branch Signal Trust Triage

This workflow is a practical “signal triage” assistant for branch leaders and analysts. It helps teams quickly test whether a number deserves trust, spot the most common forms of dirty signal, and decide when automation is appropriate versus when human judgment is still the safety belt.

It’s designed for the messy reality: conversations, branch-level events, attribution, and dashboards that look clean right up until they’re used to justify a confident wrong decision. Users pick a decision-shaped topic, and the workflow delivers a tight checklist and next steps they can use immediately.

• Knowledge-base answers first, so common questions get fast, consistent guidance before routing
• A button-based menu that nudges users into decision-shaped prompts (trust, dirty signal, automation, comparisons, culture)
• Clear “what to check next” playbooks that fit real branch operations (definitions, sampling, incentives, mix-shift)
• Human handoff path when the user’s situation is too specific (or too risky) for a generic answer

1. Trigger: A user starts the conversation (incoming message).
2. Knowledge base pass: The assistant answers from your knowledge base when it can; otherwise it proceeds to the triage menu.
3. User chooses a path: The workflow shows a button menu:
   • Trust this branch number
   • Spot dirty signal
   • Automation vs judgment
   • Compare branches & attribution
   • Build a signal culture
4. Decision playbook response: Based on the button clicked, the workflow sends a targeted checklist and practical next steps.
5. Fallback to a person: If none of the menu routes match (or inputs are inconsistent), the workflow hands off to a human team for follow-up.

• A published Knowledge Base in Calypso (recommended so the knowledge-base step can answer repeat questions)
• A configured routing destination/department for the fallback handoff (optional but recommended)
• No external credentials are required for this workflow