Who can access this feature?
Full users
Lite users who are Team admin
Note: Depending on your firm's or broker-dealer's policies, Jump may not retain transcripts from your meetings.
How does Jump name speakers?
Jump uses different methods to identify speakers and assign dialogue depending on how your meeting was captured. Learn more about this process here: How Jump handles attendees & speakers in meetings.
What if Jump incorrectly names speakers?
In the event that Jump attributes dialogue incorrectly or doesn’t link meeting participants to a contact or Jump user, don’t worry! You'll be able to explicitly provide the correct speakers' names and properly link them upon review.
Before renaming speakers, first ensure that all participants are correctly linked to a contact or Jump profile, where applicable.
You’ll know participants are unlinked if they have a generic name (Speaker 0 / 1), and/or have a dotted outline.
Learn why linking meeting participants is important and how to do so here: How Jump handles attendees & speakers in meetings.
How to rename the speakers in a meeting transcript
Here's how you rename speakers in Jump:
Go to the AI-processed tab.
Click on the meeting for which you'd like to rename the speakers.
Navigate to the panel on the right-hand side of the screen.
Click on the camera icon to view the meeting and transcript.
Click the name of the speaker you'd like to rename, which will populate a dropdown menu.
Click Change speaker from the dropdown menu.
In the new dropdown that appears, you can select a name from one of the pre-populated options, which are the attendees listed on the meeting.
If the correct speaker is not currently listed as a meeting attendee (and is not showing up in the dropdown), type their name into the search bar and click the new name option that appears in the dropdown.
Once returned back to the previous dropdown, you can select the appropriate name from the list.
From there, you can decide whether the change should Apply once or Apply to all by clicking on the corresponding buttons.
Apply once: Only changes the speaker name on the selected segment of dialogue.
Apply to all: Changes the speaker name on all dialogue segments that are attributed to the speaker.
Based on your selection, the transcript will reflect your speaker name changes.
What happens when you rename a speaker?
When you update speaker names, the system automatically:
Recalculates talk time for each participant
Reassigns sentiment insights to the correct speaker
Updates the meeting participant list accordingly
The notes won't automatically update once you've done this. You'll need to reprocess the meeting to do so. Learn how to do that here: “How and why to reprocess a meeting.”
When a meeting is reprocessed, the notes will respect your updated speaker labels.
Need help with renaming speakers? Reach out to [email protected] for assistance.