Walkthrough Notes (Walk & Talk)

Walkthrough Notes turn a phone, a camera, and a voice into a structured customer record. You walk through the space, photograph as you go, and voice rides along the whole time. When you tap Done, RadiusOS does the rest: transcribes the audio with OpenAI Whisper, runs Claude Haiku 4.5 over the photos and transcript to write a title and summary, and proposes follow-up tasks, reminders, and tags. You review on the next screen, edit anything you want, and approve. Everything fans out to real records on the contact: a Note, Tasks, Reminders, and Tags, all linked back to the walkthrough.

Walk & Talk is a phone flow - you walk the space, snap photos, and talk while you move. A laptop can't do that, and pointing the webcam at yourself just films a selfie. So when you tap Start a Walk & Talk on a computer, RadiusOS opens a hand-off card instead of the recorder:

The AI is making suggestions, not decisions. Nothing is created on the contact until you tap Approve. On the review screen you can:

Before the AI summary loads, the review screen shows a static waveform of your recording. It's not for playback - it's a sanity check so you know in two seconds whether the recording actually captured what you said.

Two retry paths depending on which part went wrong:

Re-record (when Whisper misheard the words)

If the transcript came back garbled (background noise, mumbling, technical jargon), use re-record. The review screen has a Mic button next to Discard. Tap it to clear the audio and record again. Your photos stay; the audio, transcript, and AI summary clear and regenerate when you finish the new recording.

Regenerate (when Whisper got the words but the summary missed the point)

Open the Show or edit original transcript section at the bottom of the review screen. The transcript is editable; fix anything Whisper got wrong (a misheard name, a technical term, a number). When you change the text, a Regenerate button appears. Tapping it reruns the AI summary against your corrected transcript without re-recording the audio.

On the customer: open the contact's Walkthroughs tab. Every approved walkthrough on that customer lives there, newest first. Each row shows the title, summary, photo count, audio length, and date. Tap a row to open the full recap with photos, transcript, share link, and PDF. Brand-new customers see a sample preview tuned to your vertical so you know what the AI will produce on your first recording.

Across the whole workspace: open the sidebar and tap Walkthroughs. The list shows in-progress drafts (so you can resume) and approved recaps with their tasks, tags, and shared links. Each row tells you which customer, company, or invoice it's attached to and how long the recording was. Filter by status with the tabs at the top: All, In progress, Approved. Tap any row to open: draft rows land back on the recording screen; approved rows open the recap.

Some jobs span multiple days. A roofer doing a tear-off comes back tomorrow to finish the inspection. A general contractor walks a remodel today and the punch list the next morning. RadiusOS handles this by keeping unfinished walkthroughs in a draft state on the contact or company.

When you re-open a record that has an in-progress walkthrough, the action-row button switches from Start a Walk & Talk to Continue Walk & Talk. Tap it and you land back on the same recording session - audio, photos, and any edits you'd already made are intact. Next to the Continue button there's a small + icon to abandon the in-progress draft and start fresh (which counts against your monthly quota; the old draft sits unused and is cleaned up by the 7-day audio-retention sweep).

Approving a walkthrough creates real records on the contact:

We keep the audio only as long as it's useful:

What gets sent where:

Once a walkthrough is approved on a contact, the finished page shows a Generate quote button. RadiusOS reads the transcript, samples the photos, and drafts line items in your price book's vocabulary. You land in the Quote editor with the draft pre-filled.

Tap Share with client on an approved walkthrough to generate a public link your client can open without signing in. The link is good for 30 days and shows only the client-visible content: photos, captions, the title, the client-visible summary, and any sections. Internal notes, the transcript, and the next-best-action are never shared.

Tap Download PDF on an approved walkthrough to open a print-ready document in a new tab. The browser's Save as PDF option turns it into a file you can email, attach to a quote, or hand to a client. Photos, summary, and sections are included. Internal notes and the transcript are not.

The same Download PDF link is available on the public share page so clients can keep their own copy.

The RadiusOS MCP server exposes a start-walkthrough tool. From any MCP client (Claude Desktop, Cursor, ChatGPT, Claude Code), you can ask it to start a walkthrough for a contact and it returns the recording URL so you can open it on your phone.

Example prompt: "Start a walkthrough for Sarah Chen at Acme Corp and send me the mobile recording link." The tool creates the draft and replies with the URL.