> For the complete documentation index, see [llms.txt](https://runporter.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://runporter.gitbook.io/docs/porter-for-team-members.md).

# Porter for Team Members

Record customer conversations, review what happened, and use coaching to improve future interactions.

Porter helps you get more from the conversations you have with customers. Record in-person visits with the mobile app, then use the information and coaching Porter provides to understand what happened, follow up with confidence, and improve future conversations.

Most team-member workflows happen in the Porter mobile app. Your Porter account also gives you access to the web app when you need features that aren't available on mobile.

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## **Get started**

Get your account and mobile app ready before your first recording.

#### [**Accept your Porter invitation**](/docs/porter-for-team-members/accept-your-porter-invitation.md)

Create your Porter account from the invitation sent by your business.

#### [**Install the Porter mobile app**](/docs/porter-for-team-members/install-and-sign-in.md)

Install Porter on your phone and sign in to your Porter account.

#### [**Microphone access and recording**](/docs/porter-for-team-members/microphone-access.md)

Give Porter access to your microphone and learn what happens when you start a recording.

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## **Record customer conversations**

Capture the conversations that matter while you're in the field, so you can return to them later.

#### [**Record an in-person visit**](/docs/porter-for-team-members/record-an-in-person-visit.md)

Record a customer visit, manage the recording while you're in the field, and finish when you're done.

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## **Review your conversations**

Go back to a conversation when you need more context, want to confirm what happened, or need to prepare for follow-up.

#### [**Reviewing conversations on mobile**](/docs/porter-for-team-members/reviewing-conversations-on-mobile.md)

Find your recordings and review the information Porter captured from each conversation.

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## **Get more from your conversations**

Use Porter's AI and coaching tools to turn conversations into useful next steps.

#### [**Chat with Porter on mobile**](/docs/porter-for-team-members/chat-with-porter-on-mobile.md)

Ask questions about your conversations, uncover important details and follow-ups, and get help deciding what to do next.

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## **Get familiar with the mobile app**

Once you're using Porter regularly, learn how the app fits into your day-to-day workflow.

#### [**Get familiar with the mobile app**](/docs/porter-for-team-members/finding-your-way-around.md)

Learn how to move around Porter, manage your account, and keep using the app while a recording is in progress.

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As you use Porter, make it part of your routine to record customer visits, review the details afterward, and use the insights to guide your follow-ups. If you need help along the way, see [**Troubleshooting**](/docs/troubleshooting.md) for answers to common questions and recording issues.