Signal Sense Checks for Branch Decisions

This workflow acts like a calm, sharp advisor in the moments right before a team turns “numbers” into a decision. It answers common questions about branch performance signals, attribution, and conversation evidence—without polishing away the messy parts that usually contain the truth.

It first checks your Calypso Knowledge Base for any internal definitions (what a metric really means, how it’s calculated, known caveats). Then it routes the user through a short menu of decision-shaped sense checks—so the team can spot dirty signal before a confident meeting goes off the rails.

• Starts with a Knowledge Base policy so answers follow your internal metric definitions and caveats
• Button-based menu to quickly route to the right “sense check” (trust, hygiene, automation, messy evidence, culture)
• Practical guidance tuned for branch comparisons, attribution pitfalls, and conversational evidence
• “Talk to an analyst” handoff path to route unclear or high-stakes cases to a human
• Built to loop back to the menu so users can run multiple checks in one session

1. Trigger: The workflow starts when a user opens the workflow entry point.
2. Knowledge Base grounding: The Knowledge Base Policy activates to prioritize your internal definitions and known limitations before advice is given.
3. Choose a sense check: A button menu asks what the user is trying to decide (e.g., which branch numbers to trust, how to spot dirty signal, when to trust automation).
4. Routing: The workflow evaluates the clicked button through a sequence of IF checks.
5. Guidance delivery: For the matched choice, a text message returns a field-tested checklist and common failure modes.
6. Continue or escalate: After guidance, the workflow returns to the menu for another check—or routes to Talk to an analyst for human support.

• Calypso Knowledge Base (recommended): Populate definitions for your branch metrics, attribution rules, and known data caveats. No additional credentials are required in this workflow.
• Routing (optional but included): Configure the destination department for the “Talk to an analyst” handoff in Calypso (department ID/name).