Who has access to this?
All users
When you go to my.jumpapp.com, you'll see the following navigation bar on the left-hand side of the screen:
Let's take a quick tour of each of these tabs!
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.
Upcoming
The Upcoming tab displays your meetings for the coming weeks. You can also toggle on/off the notetaker for future virtual meetings (e.g., Zoom, Microsoft Teams, Google Meet, etc.) from this page.
All past
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.
AI-processed
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
Needs action
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
The Share requests tab displays the meeting notes that other users on your Jump account have requested from you. 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.
All Contacts
The All 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.
Action items
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.
Settings, compliance & help
At the bottom right of the main menu, you'll see another set of tabs (User settings, Account settings, Compliance, and Help).
Note: Only Jump account owners will have access to the Account settings and Compliance tabs. 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.
Help: View the Jump Help Center or make a feature request.
Note: If you are an account owner on a Scale plan, you will also see the Insights and Reports tabs listed above the settings tabs. Learn more about the Reports dashboard.
Still have questions about navigating Jump? Reach out to [email protected] for more assistance.