Add per-agent repair list collaboration controls

Support agent-level or job-level control over whether clients can create or collaborate on repair lists.

Transcript Context

The team discussed a Top Choice agent who was upset that a client could build a repair list before the agent had spoken with them. Their previous workflow gave agents more control over when clients could see or act on repair-list functionality. The conversation explored a broader need for configurable permissions tied to an agent profile or, in some cases, a one-off job override. The desired outcome is to let agents control whether client collaboration on repair lists is enabled for their workflow rather than forcing a single default behavior for everyone. Ideally they want to surface this option for the agent in the Agent Assist app.

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Upvoters
Status

Planned

Board
🏠

Main App

Date

19 days ago

Author

Linear

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