AI Chat for Word Documents

Add AI Chat to any Word document so readers get instant, accurate answers right beside the content. You see who viewed, what they asked, and what they cared about—so follow‑ups are sharper and approvals move faster.

When this is useful

Word files carry proposals, scopes, policies, and specs. After you email a DOCX, visibility drops and the same questions return in long threads. With Send, your document opens in a clean viewer with AI Chat and Suggested Questions alongside it, so readers reach key answers quickly and you get reliable engagement data before your next touch.

• Proposals, SOWs, MSAs, and specs shared with stakeholders
• Policies, onboarding guides, and playbooks with recurring questions
• Vendor evaluations and legal reviews where identity and intent signal help you prioritize

Step‑by‑step

These steps keep setup simple and the viewing experience consistent.

1. Add your Word document to Send

• Open send.co → New Document → upload your .docx or paste a share link. Your document opens in Send with AI Chat alongside it.
• Tip: Give the Send document a clear title like “MSA – ACME – v3” so it’s easy to track in your activity feed.

2. Attach an AI Profile and add Suggested Questions

• AI Chat reads your document and answers questions about it. To go beyond the file, attach an AI Profile with short instructions and helpful links: pricing, case studies, docs, or your calendar. Profiles keep answers consistent across assets.
• Add 3–5 Suggested Questions to steer attention. Examples: 1) “What does this cost?” 2) “What’s included vs optional?” 3) “What’s the implementation timeline?” 4) “How do I book a meeting?”
• Readers can click a suggestion to get a grounded answer instantly—no scrolling or hunting.

3. Set link controls and share

• For broad sharing, use a viewer gate to require Name and Email. For known contacts, create a personalized link with a custom slug so you can attribute opens without a form.
• For sensitive content, disable printing and downloading. If needed, hide the document until the viewer completes the gate.
• Copy the link and share it with a short note. Best practice: tell recipients there’s AI Chat inside so they start by asking questions.

Why this is faster with Send

Send pairs your Word doc with AI and guidance so people get to the point fast, and you show up prepared.

• Instant clarity: AI Chat answers questions right next to the document, 24/7, reducing back‑and‑forth.
• Guided focus: Suggested Questions direct readers to pricing, scope, and next steps—the topics that stall decisions.
• Stronger signal: Analytics show who viewed, location, device, time on document, and AI Chat history. You see what mattered and tailor your next touch.
• Progressive disclosure: Configure your AI Profile to surface case studies or your calendar link on request without overloading the first view.

Troubleshooting & tips

A few small tweaks improve comprehension and engagement.

Answers feel generic

• Enrich the AI Profile with a short glossary, links to pricing notes, and definitions for acronyms. More context makes answers sharper.

Readers miss key details

• Add a Suggested Question like “What’s included vs optional?” or “What happens after signature?” to preempt confusion.

Sensitive content

• Enable a viewer gate for Name and Email. Hide content until completed. Disable download/print if needed.

Ongoing edits

• Use Replace file to update a DOCX under the same Send link, preserving analytics and avoiding version chaos. Note in your message that the link always points to the latest version.

Low chat engagement

• In your share note, explicitly say there’s an AI that can answer questions anytime, and include a starter suggestion like “What does this cost?”

Integrations & automation (webhooks)

Pipe engagement where your team works.

• Trigger on document open to create or update contacts in your CRM via Clay, Zapier, or Make
• Start alerts or sequences when any link inside the document is opened
• Review AI Chat questions to understand interests across your pipeline

Privacy & controls

Keep the experience simple for readers while maintaining control.

• Viewer gates for Name, Email, and Phone, with optional hidden‑until‑complete
• Disable download and print for sensitive documents
• Replace files under the same link any time to keep one clean URL
• Personalized links with custom slugs when you already know the recipient

FAQ

How does Send speed up approvals and decisions?

• Readers self‑serve answers in‑page and you see what they cared about, so you skip repeats and move faster.

Can I require email before viewing?

• Yes. Turn on a viewer gate to collect Name and Email, plus Phone if needed, and optionally hide content until submitted.

What analytics do I get on Word documents?

• Viewer‑provided info, location, device, total time viewed, and AI Chat history. For PDFs, you also get page‑level time.

Can AI answer beyond what’s in the document?

• Yes. Attach an AI Profile with links to pricing, case studies, docs, or your calendar so AI can surface them on request.

What plans and prices are available?

• $29/month base plan, or $99/month for multiple seats and more features.

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Try Send.co today and turn any Word document into instant answers and actionable signal.