What we mean by shared context
Most operational knowledge is spread thin. An order lives in the ERP, its stock check in a spreadsheet, the customer’s last request in the CRM, and the reason for an exception in someone’s head.
Shared context is what you get when those pieces are linked: the order knows which stock record it depends on, which customer it belongs to and which policy applies. People can see the whole picture in one place, and agents can work from the same picture instead of guessing.
The source systems stay where they are. What changes is that the links between them stop depending on memory.
Start with one bottleneck
The work that slows a team down is rarely the hard part of the job. It is the repeated check: does this figure match that one, has this been followed up, is this record current.
Those checks are a good place to begin, because they are easy to describe and easy to verify. Pick one mismatch that costs your team time every week, connect the systems it touches, and see what the connected view shows.
A fix that works for one bottleneck teaches you where the next one is.
Why approval comes before action
An agent that can change records is only useful if people trust what it changes. That trust comes from seeing the proposal first: what will change, in which records, and why.
Platypus is designed around that order. An agent proposes a fix, your team reviews it and chooses whether it runs, and the action is recorded so it can be followed later.
The goal is less busywork, with your team still setting the pace.
