Jump Account Settings

Account name – the name that shows up in meeting exports and email templates.

Account logo – upload your firm’s logo; it will be embedded in agendas, recap emails, and PDF exports.

Revert / Save – cancel unsaved changes or commit them.

User list – see every user on your account, their role, teams, and sign-in status.

Usage report – track which users have connected a CRM, email, performed automated notetaking or pre-meeting prep, and which mobile platform they’re on.

Create teams. People within a team share permissions to view each other's meetings

See each team’s member list at a glance.

Use teams to filter reports, assign tasks, or share access to other users’ meetings.

Sentiment Analysis – surface emotional tone of client conversations.

Talk time – see who dominated the conversation in each meeting.

Keywords – pick custom keywords (e.g. “goals,” “pain points,” “compliance,” “next steps”) to track across all meetings.

Define your own task statuses—rename, reorder, add new or remove unused statuses.

Statuses appear in the task panel of every meeting; they can be synced with your CRM.

Create reusable templates for:

Use variables (e.g. {{account_name}}) to personalize subject lines and bodies.

Attach templates to specific meeting types for full automation.