Signal Hygiene Playbook for Branch Decisions

This workflow turns “we have a lot of signals” into “we can make a safe decision today.” It guides a manager or analyst through common branch-level decision moments—trusting the numbers, spotting dirty inputs, comparing branches, and deciding what should be automated versus reviewed by a human.

It’s intentionally practical: instead of abstract measurement advice, it gives decision-shaped prompts and quick checks that catch the usual failure mode—data that looks clean in a dashboard right up until the meeting gets confident.

• Knowledge-base-first answers with an advisor-style tone (no academic detours)
• A menu of decision-shaped paths: trust checks, dirty-signal detection, automation guardrails, branch comparisons, and signal culture
• Consistent “what to do next” follow-up that loops users back to the menu or hands off to a human
• Built-in handoff route for high-stakes decisions or unclear evidence

1. Trigger: A user starts a conversation with the workflow.
2. Set guidance policy: The assistant responds using your Knowledge Base first, with a practical “decision safety” framing.
3. Choose a path: The workflow presents a button menu (e.g., Which numbers to trust, Spot dirty signal, Automation vs judgment).
4. Get targeted coaching: Based on the selection, the workflow sends a concise checklist and pitfalls to watch for.
5. Decide what’s next: The user can either return to the main menu or request a human handoff.
6. Optional handoff: If requested, the workflow routes to a human via fallback handling.

• Calypso Knowledge Base: Recommended (so the assistant can reference your internal definitions, metric caveats, and branch context). No external credentials required.
• Operational: A defined human owner/queue for handoffs (e.g., an analytics or operations lead) if you plan to use the handoff option.