Who can use this feature?
Account owners on the Grow plan
Insights admins
Pulses are designed for firm leaders, managers and coaches, and insights admins. They are best suited for understanding patterns and behaviors over time, rather than analyzing a single meeting.
What are Pulses?
A Pulse is a single AI question that runs against every meeting transcript matching a filter, producing one structured answer per meeting. Results feed dashboards and coaching for firm leaders, managers, and insights admins.
You define the questions you care about, and Jump continuously evaluates new meetings, aggregates results, and surfaces trends.
Use Pulses to answer questions like:
Did the advisor ask for a referral?
Was the client concerned about fees?
Did the client express gratitude or confusion?
What can Pulses do?
With Pulses, you can:
Track specific behaviors and themes over time.
View trends across users or teams.
Drill into underlying meetings when available.
Ask follow-up questions only on meetings that match an earlier answer.
Note: New Pulses do not run retroactively on past meetings after setup. Pulses only run on meetings moving forward.
If you'd like retroactive insights, Flash Surveys can help you answer questions about past meetings.
Learn more: You can also tag specific users in your firm so you can filter Pulse data by user. Learn more about this process with this help center article: How to manage users on your firm’s Jump account, in the “How to tag users” section.
Common use cases for Pulses
Growth and pipeline
Use Pulses to track sales and opportunity signals:
Referrals: Did the advisor ask for a referral? Did the client mention someone who needs help?
Held-away assets: Did the client mention assets held elsewhere?
Objections: Did the client raise fee concerns or hesitation?
Client relationship and retention
Understand important client moments:
Sentiment: Gratitude, confusion, frustration, anxiety
Life events: Job changes, retirement, health issues, inheritance
Advice quality and meeting hygiene
Measure how meetings are run:
Planning coverage: Did the meeting include financial planning?
Next steps: Did the advisor clearly summarize next steps?
Client understanding: Did the advisor confirm understanding and alignment?
How Pulses work
You define your questions once.
Jump automatically runs those questions on future meetings.
Results are aggregated and displayed in Pulse dashboards over time.
How to create a Pulse
Create a Pulse to start tracking a question across your future meetings.
In Jump, go to Insights > Pulse.
Click Create new Pulse.
In the editing window that opens, select a pre-existing template, or build your own Pulse.
In the editor, add these elements:
Name: Clear and specific so it's easy to identify and track over time.
Description: What this Pulse is intended to measure or support.
Scope: If no users or teams are selected, the Pulse applies to all users by default. You can also assign the Pulse to specific users and/or teams.
Questions: One or more questions you want Jump to evaluate. You can also add follow-up questions if you'd like.
Answer options: Choose Single Select when only the best match should be picked, or Multi Select when every match should be included.
Click Save before exiting.
Once saved, Jump will begin evaluating future meetings automatically.
How to add follow-up questions with conditions
Add a condition to a question so its follow-up questions run only on the meetings that match your chosen answer. For example, ask “Did the client mention a major life event?” and follow up with “What kind of life event was it?” only when the answer is True.
In Jump, go to Insights > Pulse.
Click Create new Pulse, or click Edit on an existing Pulse.
Add a True/False, Single Select, or Multi Select question.
Click Add condition on that question.
Choose the answer that triggers the follow-up. For a True/False question, select True or False. For a select question, choose one or more answer options.
Type the follow-up question in the Question field.
Click Save.
Your branch reads “If True is selected” for True/False and Single Select questions, or “If any of [options] are selected” for Multi Select questions.
Note: Follow-up questions only run on meetings where the condition is met. On all other meetings, they’re skipped.
Keep these guidelines in mind:
You can add follow-ups under follow-ups, up to three levels of questions.
Only True/False, Single Select, and Multi Select questions can have conditions. Topic Tracker and Metric questions can’t.
You can add more than one condition to the same question, each with its own follow-ups.
To remove a branch, click the trash icon next to it. This deletes every question inside the branch, so Jump asks you to confirm first.
Follow-up questions count toward your Pulse’s question limit.
Note: Questions that already have results can’t be modified.
Viewing Pulse results
To view the results of a specific Pulse, click on it in the Pulse section.
In a Pulse dashboard, you may see:
Summary results for each question.
Trends over time.
The ability to drill into individual meetings.
Follow-ups appear under their parent question, grouped by condition and collapsible.
Note: A newly created Pulse may need additional meetings before trends become meaningful.
Generating a report for a Pulse
To generate a PDF report with insights on a selected Pulse:
Navigate to the desired Pulse in the Pulse section, and then click on it.
Click Generate report in the top right corner and then Generate new in the panel that appears.
When the report generates, download it as a PDF by clicking the download button on the right side of the panel.
If your Pulse has follow-up questions, the PDF numbers them under their parent question. For example, the first follow-up to question 1 is numbered 1.1, and a follow-up to that one is numbered 1.1.1.
Automating email delivery for Pulse reports
Pulse reports can automatically be sent to your team. You can either set this up when creating a Pulse or by editing an existing one.
Note: To send an automated email with a Pulse report, you must first generate a report for that Pulse.
In either case, to do this:
Press the Edit button on the Pulse you'd like to have an automated report sent for.
Scroll down to Email delivery and toggle it to enabled. Then, choose the desired recipients for the automated reports in the Recipients section.
Choose the Delivery cadence and click Save. Reports are scheduled in your timezone.
Assigning Pulses to specific users or teams
Just like Scorecards, a Pulse can be assigned to specific users and/or teams. To assign a Pulse:
Navigate to Insights > Pulse.
Click Create new Pulse.
In the Scope section, specify which users and/or teams you want this Pulse to be assigned to.
Using Topic Tracker for Pulses
Topic Tracker gives you a steady stream of insight into any topic you want to understand better — how it's coming up and being perceived in client conversations.
This could be topics such as fees, specific products, financial plans, referrals, and more.
To use Topic Tracker:
Navigate to Insights > Pulse.
Click Create new Pulse.
In the Questions section, click Add question and specify the topic you would like tracked.
Select Topic Tracker in the Select type dropdown.
Save your Topic Tracker instance.
Your topic will now be tracked in subsequent meetings and provide insights in the Pulse dashboard.
To view your topic, return to Insights > Pulse and click on your topic after meetings to see the data it has gathered.
Using Pulse templates
Pulse templates help you automate the parameters of a Pulse without having to set them up individually every time. To do this:
Navigate to Insights > Pulse.
Click Create new Pulse.
Select a template. (You can use a pre-built template or build your own.)
Nested follow-up questions carry over when you use a template.
Exporting a Pulse
You may want to export Pulse data for internal reporting or documentation purposes. Pulse exports include useful information about meetings alongside an S&P500 ETF performance column to help understand if market performance influenced client behavior in meetings. To export a CSV file of Pulse data from Jump, follow these steps:
Find an existing Pulse by navigating to Insights > Pulse and clicking on the individual Pulse.
Click Download CSV on the right side of the screen.
If you've chosen to export a Pulse that includes a Topic Tracker question, a snapshot of the Topic Tracker's results is saved every 10 meetings, and that full history is included in the export. To adjust which topics are exported, you can choose them when exporting the CSV.
To do this:
Navigate to the Pulse you'd like to export the Topic Tracker from.
Click Export CSV.
Click Choose questions.
Choose your desired questions and then click Generate CSVs.
Including FINTRX data in your export
Pulse CSV exports can include FINTRX data on the advisors in each meeting, so you can slice your Pulse results by advisor profile. FINTRX is a third-party database of financial advisor and firm profiles. The Include FINTRX data checkbox is selected by default. Uncheck it if you’d like a leaner file.
Each meeting’s row can include these columns:
Tenure: How long the advisor has worked in the industry.
Team AUM: The team’s assets under management.
Firm type: The type of firm the advisor works at.
Licenses: The licenses the advisor holds.
Which advisors the data covers depends on your role:
Home offices: FINTRX data on the owner of each meeting.
Wholesalers: FINTRX data on the owner of each meeting and on the advisor you met with.
Frequently asked questions (FAQs)
Do Pulses analyze past meetings?
Do Pulses analyze past meetings?
No - Pulses are designed to run on future meetings only.
Can I edit a Pulse after it's been created?
Can I edit a Pulse after it's been created?
Yes. You can edit a Pulse's name, description, scope (users/teams), and questions after creation. However, editing questions may affect how historical data is interpreted, so it's best to create a new Pulse if you need significantly different questions.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]