JUMP AI INTEGRATION

Jump is an advisor focused meeting summarizer. Connect your Intulse account with Jump and turn your phone calls into meeting notes, CRM updates, follow-up emails, or smart tasks.

To experience the integration between Intulse and Jump, you will need to use the Intulse App.

CONNECTING JUMP TO INTULSE

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

1. In your Jump account, click on Profile & settings and then select User settings.
2. Select the Integrations screen.
3. Click the button to + Add an integration.

4. Scroll across to VoIP and select Intulse.
   • If you don't see Intulse on this list, reach out to Jump Support and ask them to enable it for your account.
5. Click Add integration.

6. Allow Jump to access your Intulse account.

Jump's ability to pull recordings can depend on recording visibility and access. System administrators should make sure the appropriate users have access to call recordings in the Intulse App.

1. Click on More from the left-hand menu, then select Admin.
2. Click on Call Recording Access and then use the drop-down menu to select the desired extension.
3. Choose the appropriate permissions for that extension:
   • Recordings are only visible to admins
   • Recordings are visible to Admins and the following security roles and users
4. Add/Remove user permissions:
   • Click the plus sign to grant access to a security role/user.
   • Click the red x to remove access from a security role/user.
5. Click Save.

For more information about Jump, check out their website.