Reality Tests for Branch Numbers & Attribution

This workflow turns messy branch numbers, conversation notes, and attribution claims into practical “can we trust this?” decisions. It starts with a knowledge-guided coaching layer (so answers stay consistent), then routes people into short, decision-shaped playbooks—designed for the moment right before a confident meeting goes off the rails.

Instead of asking teams to “improve data quality,” it helps them pressure-test the specific signals they’re about to act on: which numbers are sturdy, which are suspiciously smooth, when automation earns trust, and where humans must stay in the loop.

• Knowledge-guided responses first, then a menu of decision-focused playbooks.
• Interactive list routing for fast self-serve triage (branch numbers, dirty signals, automation vs judgment, comparisons, culture).
• Each path ends in a practical checklist you can use immediately in a meeting.
• A built-in escalation path to a human (handoff) when the situation is political, ambiguous, or high-stakes.

1. Trigger: A user starts the workflow.
2. Knowledge-guided coaching: The workflow applies a knowledge-base policy to keep advice consistent and grounded.
3. Pick the decision you’re making: The user chooses from an interactive menu:
   • Trust these branch numbers?
   • Spot dirty signal before the meeting
   • Automation vs human judgment
   • Comparing branches & attribution
   • Build a signal culture (less slides, more decisions)
   • Talk to a human
4. Routing: The workflow matches the user’s choice and delivers the relevant checklist.
5. Escalation: If the user asks for a human (or nothing matches), the workflow hands off to a designated team.

• No credentials required.
• A Calypso channel that supports interactive messages (e.g., WhatsApp) and a team ready to receive handoffs (configured as the destination department in Calypso).