Who does this apply to?
Full users
Here's how Jump works:
Jump captures audio from a meeting to generate a transcript
Jump gets this audio with one of the following methods:
Sending a notetaker to your Zoom, Microsoft Teams, Google Meet meeting
Capturing the audio through the Jump mobile app, web app, or any voice recorder app
Having the notetaker join your phone call
Note: Depending on your firm's or broker-dealer's policies, you may not have all of these options available at this time.
Jump determines the type of meeting based on the transcript
All Full users in Jump receive default meeting types out of the box. You can view these meeting types by going to User settings > Automations.
Jump will guess the appropriate meeting type based on transcript. You can add or delete meeting types from within this page to accommodate your typical workflows.
Jump takes specific actions based on the meeting type
Each meeting type is attached to certain actions, which the Jump AI assistant will take when triggered by the corresponding event.
Actions can include:
Generating a meeting note with a particular format and giving you the option to send that note to your CRM
Generating tasks / cases / workflows / activities (the options depend on your CRM) and letting you sync those to your CRM
Generating a draft follow-up email
And more
You can add or delete actions from a given meeting type from within this Automations tab.
Note: Lite users do not have automations capabilities. To access automations and have Jump complete actions after a meeting, make sure meetings are captured from the Full user's Jump account.
There's much more to it than this (Jump can also generate pre-meeting prep for you), but these are the basics to keep in mind.
Have additional questions about how Jump works? Reach out to [email protected] for assistance.