Decision‑Ready Branch Signals Toolkit

This workflow turns “we have numbers” into “we have a decision we can defend.” When someone asks about branch performance, attribution, or conversation outcomes, Calypso first tries to answer from your Knowledge Base. If it can’t, it routes the user into a short, decision-shaped menu of reliability checks.

Each path delivers a tight checklist that’s designed to catch the stuff that looks clean on slides but breaks under pressure: inconsistent definitions, selective sampling, mismatched time windows, and overconfident automation. The result is faster alignment and fewer confident wrong turns.

• Uses a Knowledge Base-first policy to answer common signal questions before routing.
• Offers button-based decision paths (branch numbers, dirty signal, automation vs. judgment, messy evidence, comparisons, culture).
• Provides meeting-ready checklists that focus on what fails first (definitions, denominators, lag, selection bias).
• Loops back to the menu so operators can run multiple checks without restarting.
• Includes a human handoff option for cases that need investigation.

1. Input trigger starts the workflow when a user opens the flow.
2. Knowledge Base Policy attempts to answer the user’s question using your existing Knowledge Base content.
3. If no KB answer is used, the workflow sends an interactive menu: “Pick the decision you’re about to make.”
4. Based on the selected button, an IF route sends a targeted checklist:
   1. Which branch numbers deserve trust? → reliability checks for definitions, denominators, and comparability.
   2. How to spot dirty signal → fast tests for missingness, weird spikes, and “too-perfect” stability.
   3. Automation vs. human judgment → guardrails for what can be automated vs. what needs review.
   4. Messy evidence → usable insight → how to keep uncertainty visible without freezing the decision.
   5. Comparing branches, conversations, attribution → common misreads and how to prevent them.
   6. Build a signal culture → lightweight habits that improve decisions (not just decks).
5. After each checklist, the workflow returns to the menu so the user can pick another path.
6. If the user selects “Loop in a human”, the workflow sends a handoff to the configured department.

• Calypso Knowledge Base: recommended (the workflow is designed to try KB answers first). No external credentials are required beyond your Calypso access.
• Routing / Departments: configure the target department (“Insights Ops”) if you want the human handoff path to reach the right team.