Signal Design & Decision Assistant
An interactive decision helper that turns messy branch metrics, conversations, and attribution signals into practical, trustworthy next steps—before confident meetings go off the rails.
Integrations
Tags
Workflow Visualization
Rendered directly from the published workflow JSON.
Use the JSON view if you need to inspect or copy the exact structure.
Workflow guide
A practical operator-friendly explanation of how this automation works.
How it works
This workflow is a chat-style decision assistant for leaders and operators who need to make calls from imperfect branch numbers, messy conversations, and “looks-fine” dashboards. It helps you quickly diagnose whether a signal is trustworthy, what’s likely contaminated, and what to do next—without turning the conversation into a stats lecture.
It uses a Knowledge Base-first policy to answer plain-English questions when possible, then routes the user into a decision-shaped menu (audit numbers, spot dirty signal, automation vs judgment, comparisons, and culture). Each path ends with practical guidance and a simple “what next?” prompt.
Key features
- Knowledge Base-first responses with routing fallback for consistent, on-brand guidance
- Button-based menu that maps to real decisions (not abstract “thought leadership”)
- Dedicated paths for: trusted vs polished-noise branch metrics, dirty signal detection, automation vs judgment, and branch/conversation/attribution comparisons
- A repeatable “Next move” prompt to keep decisions moving (back to menu or handoff)
- Optional handoff to a human team when the situation is ambiguous or high-stakes
Step-by-step
- Trigger: The workflow starts when a user messages in (Input).
- Knowledge Base policy: The assistant uses your Knowledge Base guidance first, and is allowed to fall back to routing when the user’s need is decision/navigation oriented.
- Decision menu: The user picks what they’re trying to decide:
- Audit which branch numbers deserve trust
- Spot dirty signal before the meeting
- Decide when to trust automation vs human judgment
- Compare branches, conversations, and attribution safely
- Build a signal culture that helps decisions happen
- Talk to an analyst
- Targeted guidance: The workflow sends a focused, operator-friendly playbook for the selected topic.
- Next move: The user chooses either:
- Back to menu (to run another diagnostic), or
- Talk to an analyst (handoff)
- Handoff (optional): If selected, the workflow routes the conversation to Insights & Analytics with a clear handoff message.
Setup requirements
- Calypso Knowledge Base connected and populated with your internal definitions (branch metric definitions, attribution rules, data freshness SLAs, and known edge cases).
- No additional credentials are required beyond access to Calypso and your Knowledge Base.
- Optional: Ensure the Insights & Analytics department exists (or update the department fields in the fallback node).
Ready to use this workflow?
Import this workflow into your Calypso account and start automating your processes.
Go to Calypso
