Walkthrough Notes (Walk & Talk)
ProOpen a contact on your phone, tap Record walkthrough, and walk the site narrating what you see. RadiusOS transcribes the audio, writes a clean recap, suggests follow-up tasks and reminders, and saves it all to the contact in one tap. Available on Pro and above.
What it is
Walkthrough Notes turn a phone, a voice, and a camera into a structured customer record. You walk the job, narrate what you see, snap photos as you go. When you tap Done, RadiusOS does the rest: transcribes the audio with OpenAI Whisper, runs Claude Haiku 4.5 over the transcript and the photos 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.
Built for site visits, listings showings, service calls, inspections, and any moment where typing into a CRM is the wrong tool. You talk. We type.
How to record a walkthrough
Open a contact on your phone
Walkthrough Notes is mobile-first. Sign in on your phone (Safari on iPhone, Chrome on Android), open the contact for the job or visit, and you'll see the Record walkthrough button in the contact's action row.
Tap Record walkthrough
RadiusOS asks for mic and camera permission. Approve both. The capture screen opens full-screen.
Walk and talk
Narrate what you see as you walk. Tap the shutter to snap photos at any point. The audio keeps rolling while you photograph. You can talk through three rooms, snap five photos, and never stop the recording.
Tap Done
RadiusOS uploads the audio + photos to secure storage, runs Whisper to transcribe, then Claude Haiku to write the recap and suggest follow-ups. Takes 15 to 30 seconds for a five-minute walkthrough. You'll see a progress indicator.
Review the recap
You land on the review screen with: an AI-drafted title, an AI-written summary, suggested follow-up tasks (with priority and due-date guesses), suggested reminders (with dates), and suggested tags. Edit, accept, or reject each one.
Pick the visibility
Toggle between Internal (your team only) and Client-ready (safe to share). The setting controls what gets included if you later share the walkthrough externally.
Approve
Tap Approve. RadiusOS creates the Note, Tasks, Reminders, and Tags on the contact, all linked back to this walkthrough. You land on the finished walkthrough view.
What the review screen does
The AI is making suggestions, not decisions. Nothing is created on the contact until you tap Approve. On the review screen you can:
- Rewrite the title and summary directly
- Toggle each suggested task on or off, edit its text, priority, and due date
- Toggle each suggested reminder on or off, edit its text and date
- Add or remove suggested tags
- Switch between Internal and Client-ready visibility
- Discard the entire walkthrough if it didn't capture what you wanted
Discarding deletes the audio within 24 hours and removes the walkthrough from the contact. The photos and transcript are not saved as a Note.
What gets saved when you approve
Approving a walkthrough creates real records on the contact:
- A Note containing the AI summary, with a Walkthrough Note label so you can tell it apart from typed notes
- One Task per accepted task suggestion, with priority and due date as you edited them
- One Reminder per accepted reminder suggestion
- Tags added to the contact for each accepted tag
- The photos persist with the walkthrough and are viewable on the finished page
- The audio is kept for 7 days, then auto-deleted
Plans and limits
| Plan | Walkthroughs | Notes |
|---|---|---|
| Free | Not available | Upgrade required. The Record walkthrough button shows an upgrade prompt. |
| Pro ($19/mo) | 30 per workspace per month | Counter resets the 1st of each month. |
| Business ($39/mo) | Unlimited | Fair-use ceiling enforced by the daily AI spend monitor. |
| Team ($69/mo) | Unlimited | Same fair-use ceiling as Business. |
Walkthroughs are hard-locked on Free. Audio transcription has a real per-minute cost that doesn't fit the Free tier's $200/mo global AI spend cap. The button is visible to Free users but routes to billing.
Audio retention and privacy
We keep the audio only as long as it's useful:
- Approved walkthrough: audio is auto-deleted 7 days after approval
- Discarded walkthrough: audio is auto-deleted within 24 hours
- The transcript stays attached to the walkthrough record (you can re-read what was said)
- Photos persist with the walkthrough and are scoped to your workspace; only members of your workspace can view them
What gets sent where:
- The audio file is sent to OpenAI (Whisper API) for transcription, then deleted from our processing queue
- The transcript text and a sampled subset of the photos are sent to Anthropic (Claude Haiku) to generate the summary and suggestions
- Audio and photos are stored in Cloudflare R2, scoped to your workspace
Don't use Walkthrough Notes for two-party-consent recording where state law requires both parties to consent (CA, FL, IL, MD, PA, WA, and others). RadiusOS bans uploading audio from outside the in-app recorder, but recording a person speaking without their knowledge is still your responsibility.
Troubleshooting
- iPhone Safari: mic and camera permission must both be granted. If you blocked one earlier, go to Settings then Safari then Camera/Microphone and set the site to Allow.
- Android Chrome: same. Settings, Site Settings, Camera/Microphone.
- If the upload fails partway through, the walkthrough lands in a Failed state on the contact. You can discard it and re-record.
- If you hit the Pro 30-per-month cap, you'll see an upgrade nudge. Upgrade to Business for unlimited recordings.