Signal-to-Decision Field Guide

This workflow is a guided “signal check” assistant for leaders and operators who have to make branch-level decisions from messy inputs: dashboards, conversations, local events, and attribution reports that look clean right up until they’re wrong.

It starts by pulling helpful context from your Knowledge Base, then asks the user what kind of decision they’re facing. Each path gives a short, decision-shaped checklist: what to trust, what to doubt, and what usually breaks first—so your next meeting is about reality, not confident slides.

• Uses your Calypso Knowledge Base first, then routes users into focused decision checklists.
• Interactive menu with six practical “signal situations” (trust, dirtiness, automation vs judgment, messy evidence, comparisons, culture).
• Each checklist ends by sending the user back to the menu for quick follow-up checks.
• Built-in fallback to route to a human team when the situation needs judgment or escalation.

1. Trigger: The workflow starts when a user opens the flow (Input).
2. Knowledge grounding: The Knowledge Base Policy applies your stored guidance (definitions, metrics conventions, branch reporting rules) to keep advice consistent.
3. Choose a situation: The user receives an interactive list to pick what they need help with (e.g., “Which branch numbers deserve trust?”).
4. Route to the right checklist: A sequence of IF nodes matches the selected button id and routes accordingly.
5. Deliver the checklist: A text message provides a practical, decision-ready checklist for that situation.
6. Loop for more: After the checklist, the flow returns to the main menu so the user can run another check.
7. Escalate when needed: If the selection can’t be matched, the flow uses Fallback to hand off to Analytics Operations.

• Calypso Knowledge Base: Recommended (this workflow is designed to use it). No additional credentials are required.
• WhatsApp channel in Calypso: Required to send interactive list messages and text responses.
• Operational readiness: If you keep the handoff enabled, ensure the Analytics Operations department exists to receive escalations.