Who has access to this?
All users
When you first log in to my.jumpapp.com, you'll land on the Home page.
The navigation bar on the left-hand side of the screen will help you start a new meeting capture and view upcoming or past meetings, contacts, and action items.
Let's take a quick tour of each of these tabs!
Note: To expand the navigation bar with labels, hover over the area and click on the two arrows (>>) that appear toward the top.
The labels for each tab will now be visible.
Use the same arrows to collapse the navigation panel as needed.
New meeting
Click on the green New meeting icon to:
Capture meeting now for an in-person meeting or dictation
Upload meeting audio for existing recordings
Send notetaker to meeting now by copying and pasting the virtual meeting link
Join my call to get the Jump notetaker on a phone call
Schedule new meeting with a templated email
Note: Your access to these meeting options may be restricted by your parent account or broker-dealer.
Home
The Home tab displays your meetings for the day on the right-hand side.
If your upcoming events are Zoom / Microsoft Teams / Google Meet meetings, you can toggle on or off the notetaker from this page.
The Home tab is also where you'll see our Global Ask Anything feature (on the left-hand side of the screen), which is currently in beta. Use this feature to ask questions about your past meetings captured in Jump, which saves you from needing to manually track down notes from a specific meeting.
Meetings
Click or hover over the Meetings icon to access:
Upcoming meetings
All past meetings
AI-Processed meetings
Needs Action meetings
The Upcoming tab displays your meetings for the coming weeks. From this page, you can also toggle on/off the notetaker for future virtual meetings (e.g., Zoom, Microsoft Teams, Google Meet, etc.) or set the meeting owner in advance.
The All past tab displays all past meetings on your calendar that Jump has pulled in, whether they have captured audio/video associated with them or not.
The AI-Processed tab is a subset of past meetings. These are the meetings for which Jump:
Captured audio and/or video
Took post-meeting actions, like generating a note, generating a draft follow-up email, or generating tasks / cases / workflows / activities
The Needs Action tab is the subset of past meetings for which you still have some pending Jump processing step to go through. Perhaps you still need to:
Sync tasks / cases / workflows / activities to your CRM
Sync a note to your CRM
etc.
Once you've taken these steps, the meeting will disappear from this list, meaning you have no more "to-do's" left to complete in Jump.
Share requests
If other users on your Jump account have requested notes from a meeting you own, your Meetings tab will show a notification count and a Share requests menu option.
You can approve or deny the share request from this page by clicking the appropriate button on the right-hand side of the individual request.
Contacts
The Contacts tab provides a list of contacts from your linked CRM account.
Clicking on a contact gives you access to additional details and actions. This includes a list of past meetings with them that have been captured in Jump, as well as on-demand Pre-meeting prep.
Actions
Click or hover on the Actions icon to access:
Recap emails
Notes & CRM
Follow-ups
The three Action item tabs (Recap emails, Notes & CRM, and Follow-ups) each provide a different way of looking at the information from the Needs Action tab.
But, instead of showing your Jump to-do's on a meeting-by-meeting basis, it shows all to-do's of a particular type across all captured meetings in Jump.
Insights
Users on the Scale plan will see the Insights tab. This is where you'll access your Insights Dashboard and Scorecards to review data and trends from your past meetings in Jump.
Reports
Account owners on the Scale plan will have access to the Reports tab to view usage data for users on the account.
Help
Click or hover over the Help tab to:
Access the Help center
Request a feature
Profile & settings
Click or hover over Profile & Settings icon at the very bottom left corner to access:
User settings
Account settings
Compliance
Note: Only Jump Account owners will have access to Account settings and Compliance. If you don't see this tab, don't worry! It just means you have standard account permissions. Reach out to your account's owner to adjust these settings if needed.
Here's a quick overview of what you can do/access from each tab:
User settings: Manage preferences, integrations, and automations specific to your individual profile.
Account settings: Adjust the account name, update the subscription, manage teams, view analytics, and more for all users across the account. Learn more about Jump Account settings.
Compliance: Configure notetaker settings, control user access, and set meeting capture and retention policies for the account. Learn more about Compliance settings.
Still have questions about navigating Jump? Reach out to [email protected] for more assistance.