> 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/record-an-in-person-visit.md).

# Record an in-person visit

Record in-person customer conversations from the Porter mobile app.

Recording an in-person visit lets you capture the conversation so your team can review what happened afterward. Once the recording is uploaded and processed, Porter makes the conversation available with its transcript, summary, captured details, and coaching feedback.

***

## **Start an in-person recording**

You can record an in-person visit from the Porter mobile app. Once recording starts, you can put your phone away or lock the screen.

Porter continues recording in the background, so you do not need to keep the app open during the conversation.

{% tabs %}
{% tab title="Android" %}
Before your first recording, make sure the Porter app is installed and that you have signed in with your Porter account.

1. Open the Porter app.
2. Tap **Record** at the bottom of the screen.
3. Tap **Start recording**.
4. On the **Before you record** screen, review the information about recording and how it is used.
5. Make sure everyone being recorded has provided consent where required by your company policy or local law.
6. Select **I have permission to record this conversation**.
7. Tap **Start recording** to begin.
   {% endtab %}

{% tab title="iPhone" %}

{% endtab %}
{% endtabs %}

When you finish the conversation, tap **Done** to stop the recording. Porter saves the recording to your device and begins uploading it to your workspace.

Once the upload and processing are complete, the recording is available in [**Conversations**](/docs/porter-for-managers/conversations.md), where you can review the transcript, summary, captured details, and coaching feedback.

***

## **If Porter needs microphone access**

Porter needs access to your device’s microphone to record a conversation. If microphone access is denied, the **Record** tab will show only a message saying **Porter needs your microphone** and an **Open Settings** button.

1. On the **Record** tab, tap **Open Settings**.
2. Enable Microphone access for Porter.
3. Close and reopen Porter, then return to the **Record** tab.
4. Tap **Start recording**.

The **Record** tab remains empty until microphone access is enabled.

***

## **Add notes while recording**

While recording, tap the **down arrow** in the upper-left corner to minimize the recorder and return to the **Record** tab. The recording continues while you add notes or browse **Conversations** and **Account**.

To add a note, enter it in **Note what was said** and tap **Add**. Notes are saved with the recording and appear with the conversation after the recording has been uploaded. They can be useful for flagging details you want to remember later, such as a quoted amount, a customer's specific request, or something they said they would follow up on.

Notes added while recording are timestamped based on when you tap **Add**, but they are not attached to a specific point in the recording. You can also add notes after the visit from the conversation's **Notes** view. See **Notes** for more information.

Tap the recording pill to return to the recorder. You can also tap **Pause** to temporarily stop recording and **Resume** to continue.

***

## **If you lose your connection while recording**

If you lose your internet connection while recording, Porter continues recording normally. You can keep the conversation going, and the recording is not interrupted or stopped because of the lost connection.

When you tap **Done**, Porter saves the recording to your device first. If you still do not have a connection, the recording stays safely on your device and waits to upload. Porter automatically uploads the recording once your connection becomes available again.

See [**Where your recording goes**](/docs/porter-for-team-members/record-an-in-person-visit/where-your-recording-goes.md) for more information about uploading, recording statuses, and recordings stored on your device.

***

## **If you log out while recording or uploading**

Logging out does not upload or delete a recording. If you log out while a recording is still in progress or waiting to upload, the recording remains on your device.

If you have a recording that has not finished uploading, stay signed in to Porter until it has been uploaded.

***

## **If Porter closes while recording**

If Porter is force-quit, crashes, or the phone runs out of battery while you are recording, Porter keeps the audio that was already captured on the device.

When you open Porter again, an **Unfinished visit** card appears. You can play back the captured audio before deciding what to do. The card shows the recording's waveform, so you can see where audio was captured and scrub through the recording to review it.

You have three options:

* **Continue recording** — picks up the visit where it left off. The audio from before and after the interruption is joined into one recording, just like when you pause and resume. The timer continues from where the visit stopped rather than starting over.
* **Save and upload** — ends the visit and uploads the recording for processing, just like tapping **Done** when you finish a recording normally.
* **Discard** — deletes the unfinished recording. Porter asks you to confirm before deleting it.

The recording is not uploaded automatically after an interruption. It stays on your device until you choose **Save and upload**, continue recording and finish with **Done**, or **Discard** it.

This gives you control over whether the interrupted visit should be completed or deleted.