Who has access to these settings?
Account owners
Compliance admins
Control how AI Associate responds to advice requests, what it can do in your users' connected integrations, and which chat features are available.
To access these settings, go to Profile & settings > Compliance > AI Associate.
Note: Selected features/settings apply to all users in this account. Child accounts can self-configure if the lock icon is not enabled.
Note: To turn AI Associate on or off for your account, go to Profile & settings > Compliance > Access restrictions. Learn more about this process with this help center article: How to control which features your users can access.
Content guardrails
Control how AI Associate responds to certain types of advice requests. Under Guardrails, select each guardrail you want to turn on, then click Save:
Legal Advice Guardrail: Encourages the user to consult with an appropriate legal authority or professional or may refuse to answer the question outright, depending on how the user authors their message to AI Associate.
Tax Advice Guardrail: Encourages the user to consult with an appropriate tax professional or may refuse to answer the question outright, depending on how the user authors their message to AI Associate.
Investment Advice Guardrail: Encourages the user to consult with an appropriately licensed professional or may refuse to answer the question outright, depending on how the user authors their message to AI Associate.
Insurance Advice Guardrail: Encourages the user to consult with an appropriately licensed insurance professional or may refuse to answer the question outright, depending on how the user authors their message to AI Associate.
Fiduciary Advice Guardrail: Encourages the user to consult with a qualified fiduciary advisor or may refuse to answer the question outright, depending on how the user authors their message to AI Associate.
Estate Advice Guardrail: Encourages the user to consult with a qualified estate planning professional or may refuse to answer the question outright, depending on how the user authors their message to AI Associate.
Integration capabilities
Control which capabilities AI Associate has for users in this account. Under Capabilities, choose an access level from the dropdown for each type of integration, then click Save.
Email Integrations
Configure AI Associate’s access to connected email integrations.
Off: AI Associate cannot read or write to your email integration
Read: AI Associate can read emails from your connected email integration
Read and write: AI Associate can read and send emails through your connected email integration
CRM & Financial Planning Integrations
Configure AI Associate’s access to connected CRM and Financial Planning software integrations.
Off: AI Associate cannot access your CRM and Financial Planning integrations
Read: AI Associate can read data from your connected CRM and Financial Planning integrations
Read and write: AI Associate can read and modify data in CRM and Financial Planning integrations with user approval before each modification
Calendar Integrations
Configure AI Associate’s access to connected calendar integrations.
Off: AI Associate cannot access your connected calendar integrations
Read: AI Associate can read calendar events in your connected calendar integrations
Read and write: AI Associate can read and create events in your connected calendar integrations
Chat features
Configure AI Associate’s chat features. Under Features, select each feature you want to turn on, then click Save:
Document Attachment: AI Associate will support uploading documents as attachments to use as conversation context
Voice to text: AI Associate will support voice to text
Multiple chat sessions: AI Associate will support the ability for users to access past chat sessions. Will respect the user’s configured data retention policy
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]