AI Tools, Automation & Insights
A collection focused on the more advanced and AI-driven capabilities in Jump.
By Bailey and 3 others4 authors21 articles
- Customization at JumpLearn how to customize your notes and recap emails in Jump
- How to make a feature requestWould you like to see a specific feature or integration in Jump?
- How to create a new meeting typePersonalize your Jump account by adding a new meeting type and automations.
- How to use scorecards to get insight into my meetingsScorecards are a great way to get insight into what is happening in meetings at your firm and identify possible coaching opportunities.
- Scorecard reportsAggregate and analyze all of your scorecards in one place to identify trends and dive into the underlying data.
- How to generate marketing content with JumpAutomatically turn meetings into draft social media posts to stay visible to clients and prospects without adding extra work to your day.
- How to customize AI outputs in Jump: An overviewLearn how Jump generates AI outputs and the steps to customize prompt templates.
- How and why to track keywords in JumpGet additional insights into your meetings by tracking certain keywords.
- How to use AI AssociateProviding financial advisors fast and intelligent answers to save time and improve client service.
- How to set up automationsSave time by automatically generating meeting notes, follow-up emails, and tasks based on your meeting types.
- Tips for using Jump with zero transcript retentionUse these suggestions to keep your meeting notes accurate and useful without retaining transcripts in Jump.
- Using Smart Forms in JumpLearn how Jump can help you build, send, and auto-fill intake forms and sync the collected information to your CRM.
- How to use the Insights DashboardGather intelligence at-a-glance from your client conversations.
- Using Contacts in JumpContacts create a centralized source of truth for all client-related information in Jump—whether they come from your CRM or are created directly in Jump.
- How to use Flash SurveysFlash surveys help users answer questions about past meetings using the meeting transcripts.
- How to use Playbooks
- How to use PulsesCreate always-on questions that run across future meetings and show trends over time.
- How to use SignalsGet insights on possible opportunities Jump identifies from your meetings.
- How to use Document Intelligence
- Using Document Intelligence to automate Holdings CSV import for RightCapitalUse Document Intelligence to speed up your process updating holdings in RightCapital
- How to use Note TemplatesCreate and manage reusable templates for meeting notes for your own profile.