voip Integration
Jump +Vonage
Vonage is a business VoIP phone system used by firms to manage inbound and outbound client calls. Connect Vonage to Jump to automatically capture phone conversations and turn them into searchable transcripts, AI-generated summaries, and follow-up tasks without manual recording or note-taking.
Key Benefits
Capture every client conversation
Business phone calls are automatically captured in Jump so advisors never rely on memory or handwritten notes.
Faster follow-up after calls
Turn phone conversations into clear summaries and next steps without manual note-taking.
Searchable conversation history
Quickly find past calls and key moments using transcripts and keyword search.
Cleaner CRM records
Keep client communication consistently documented across Jump and your CRM.
Feature Details
Automatic call capture
Calls made or received through Vonage Business Communications are captured in Jump without manual steps.
AI-generated transcripts & summaries
Each call is processed into a full transcript, structured summary, and suggested follow-up actions.
Fast post-call processing
Calls appear in Jump shortly after they end, ready for review and approval.
CRM syncing
Call summaries and tasks can be sent to connected systems like Salesforce and HubSpot.
Participant identification
Jump identifies participants on each call to support accurate documentation.
How it Works
Connect Vonage to Jump
An administrator enables the Vonage integration and completes a one-time setup.
Make business calls as usual
Calls placed or received through Vonage are captured automatically.
Review in Jump
Transcripts, summaries and action items appear in Jump shortly after the call ends.
Resources
Onboarding Webinar
Join a live, daily walkthrough to get set up and ask questions in real time.
Customer Support
Get account help, product support or give feedback.