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New & Getting Started

Initial setup resources for new users

Jump Overview

How Jump works, and how to navigate the Jump UI

Mobile Apps

How to use Jump's mobile apps, and upload mobile recordings

CRM sync

How CRM integrations work, and how to sync Jump tasks to your CRM

Meeting notes

How the Jump notetaker works, how to view transcripts, and how to reprocess meetings

Calendar

How to add calendars and control the meetings Jump imports

Notetaker

How to make sure the notetaker can capture your meetings

Recordings & Captures

How to delete meeting data, and other meeting capture tips

Customizing AI Outputs

Adjusting your prompts so Jump can create custom-formatted notes and send them exactly where you need them

Optimizing Jump

General best practices for improving your Jump experience

Pre-Meeting Prep

How to configure and use pre-meeting prep

Account Owner Settings

How account owners can make updates to seat types, create teams, and configure firm-level settings

Financial Planning Integrations

Learn how to use Financial Planning softwares with Jump