Decision-Ready Signals: Branch & Conversation Audit Coach
A guided chat workflow that helps teams pressure-test branch metrics, spot dirty signals early, and choose when to trust automation vs human judgment.
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Workflow Visualization
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Workflow guide
A practical operator-friendly explanation of how this automation works.
How it works
This workflow is a practical “signal coach” that turns messy branch-level numbers, conversations, and event logs into decision-ready guidance—before a confident meeting drives the team into a confident wrong turn.
It starts by answering quick questions from your Knowledge Base (so people can self-serve definitions and policy), then it routes the user to a short menu of decision-shaped playbooks: what to trust, how to spot dirty signal, when automation is safe, and what teams routinely misread when comparing branches and attribution.
Key features
- Knowledge Base-first responses for fast self-serve clarification, then guided routing to playbooks.
- Button-based menu that keeps the conversation decision-shaped (not “thought leadership-shaped”).
- Built-in “dirty signal” checks that focus on what fails first: definitions, coverage, incentives, and timing.
- Explicit automation vs judgment guidance so teams know when to let rules run—and when to slow down.
- One-click handoff to an Analytics queue when the situation needs human review.
Step-by-step
- Trigger: The workflow starts when a new conversation enters the flow.
- Knowledge Base policy: The assistant first attempts to answer using your Calypso Knowledge Base and stays available for follow-up.
- Main menu (buttons): The user chooses one of the playbooks:
- Which branch numbers deserve trust?
- Spot dirty signal before the meeting
- Automation vs human judgment
- Compare branches + attribution without fooling yourself
- Build a signal culture that drives decisions
- Talk to Analytics (human)
- Routing (if/else chain): The workflow routes based on the selected button.
- Playbook delivery (text): The assistant sends a practical checklist and advice tailored to the selected decision.
- Next steps (buttons): The user can return to the main menu or request a human handoff.
- Handoff (optional): If requested, the workflow sends a handoff message to the Analytics department.
Setup requirements
- Calypso Knowledge Base: Recommended. Add or curate articles for signal definitions (metric definitions, attribution rules, branch event taxonomy, data freshness SLAs). No external credentials required.
- Calypso Inbox departments: Create or confirm an Analytics department (used for handoff).
Ready to use this workflow?
Import this workflow into your Calypso account and start automating your processes.
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