Yusef Jacobs

Learn how to create personalized Report Templates for each of your use cases; interviews, sales, customer discovery, 1:1s, weeklys, etc. 

Custom Templates

Learn about Components and how they work to create custom Report Templates

What are Components?

Learn about the differences between a Form Component and a Generation Component and when to use each one.

Types of Components: Form and Generation

Learn how to use Jamy AI features to automatically create a Component and how to manually create one as well.

Creating your first Component

Learn how to create a new Component by duplicating an existing public one.

Duplicating an existing Component

Learn how you can test Components to see if they generate the desired result before adding them to a Template.

Testing Components

Learn about Templates and how they are assigned to meetings in order to generate a custom Report.

What are Templates?

Creating your first Template

Learn best practices to use Jamy with Zoom and how to troubleshoot errors

Zoom

The meeting was not recorded even though Jamy joined? Troubleshoot this error to make sure it does not happen again

🔐 Granting Recording Permissions to the Jamy Bot in Zoom

Getting Started

This article describes the 3 ways of connecting Jamy to your videoconferences so your Assistant can record the meeting and create a Report

Connecting Jamy to your Meetings

This articles explains which notifications Jamy sends and how you can enable or disable each of them.

Configuring Notifications

This articles goes over how you can add team members to your Jamy Organization

Inviting Team Members to your Jamy Organization

Learn how to upload an audio or video file to Jamy and create a Report from it

Creating a Report from an audio or video file

Lear how to install and use our chrome extension to be able to add Jamy to instant meetings

Jamy's Chrome Extension

Learn about the monthly and daily Calendar views in Jamy and how to control which meetings are processed. 

Calendar

Learn how you can change whether a meeting is going to be processed or not.

Changing Meeting Status in the Calendar View

Learn what exactly is shown in the Calendar View

What does the Reports Calendar View Show?

How does the Calendar View Search Bar Works?

Learn how you can change which meetings Jamy will join with the general configuration

Changing Which Meetings Jamy Will Join

Learn how you can connect Jamy to your favorite tools

Integrations

Learn how to connect Jamy to Trello so you can convert Jamy tasks into Trello cards. 

Connecting Jamy to Trello

Learn how to connect Jamy to Monday so you can convert Jamy tasks into Monday items

Connecting Jamy to Monday

Learn how you can connect Jamy to Slack so you can share Reports to your channels and ask Jamy questions about your meetings inside Slack. 

Connecting Jamy to Slack

This article goes over how to create a report from a meeting or call recording using Jamy's API

Creating a meeting or call Report With Jamy's API

Learn how you can configure Webhooks in Jamy in order to send Report data to any app using Zapier or Make or to an API endpoint.

Configuring Webhooks in Jamy

Learn about meeting Reports estructure and features

Reports

Learn how to share a meeting Report to someone that does not have a Jamy account

Sharing a Meeting Report

Learn about the recording and transcript sections in Jamy Reports

Access the Recording and Transcript

Learn about the Chat section of a Jamy Report and how you can use it to ask a question and get an answer to any about your meeting.

Ask Jamy Questions in the Chat

Learn how you can add your organizations custom words and vocabulary to Jamy so they are always spelled correctly. You can add names, brands, providers, acronyms, etc.

Add your Organization's Custom Words

Lear about the Comment section inside the Report and how you can get Jamy to answer questions inside the the comments.