AI Chat for YouTube Videos

Pair YouTube with AI Chat so viewers get instant answers and you see who watched and what they asked. You eliminate repeat questions, route people to pricing and next steps, and shorten cycles with clearer signal.

When this is useful

This setup is ideal any time a video is doing heavy lifting in your sales or customer education process. You want viewers to get the right answer fast without waiting on an email reply, while you capture who engaged and what they cared about.

Demo or explainer videos you share with prospects after first contact
Product walkthroughs embedded in outbound sequences or follow-up emails
Customer education, onboarding, or FAQ videos where questions repeat
Fundraising updates and recorded pitches where you want to qualify interest
Support videos that deflect tickets by steering people to the right answer

Step-by-step

Use these three steps to add AI Chat to any YouTube video with Send. The result is a single tracked link that opens the video with AI alongside it and optional viewer gates.

1. Add your YouTube video to Send

Install the Send Chrome extension from send.co. On YouTube, click the blue "Add to Send" button to import the video into Send. Or open Send, click New Document, and paste the YouTube URL. The video loads in a clean viewer with AI chat.
Shareable by a single link. No redirect or extra portal for viewers.

2. Teach AI what to say with an AI Profile

Create or attach an AI Profile tailored to your goal. For sales, add pricing details, key differentiators, a booking link, and links to case studies. For support or onboarding, add policy answers, help docs, and escalation guidance.
The profile gives AI reusable instructions so it can answer beyond the video transcript and point people to your best next step on demand.

3. Add Suggested Questions to steer attention

Add 3–5 Suggested Questions like "What does this cost?", "What’s included?", "Implementation timeline", and "How do we get started?" These appear at the bottom of the viewer and nudge viewers to the answers that move deals forward.
Tell recipients there’s an AI they can chat with anytime. This one sentence increases engagement and quality of questions.

Why this is faster with Send

Connecting YouTube to Send upgrades a passive watch into an interactive, trackable conversation. Viewers get instant, guided answers, and you get the context you need to prioritize and prepare.

Instant clarity with AI Chat. Viewers ask anything about the video and your attached resources, and get answers immediately.
Guided discovery with Suggested Questions. You seed pricing, scope, and timeline prompts so the right information is one tap away.
Actionable analytics and activity. See who watched, where they’re located, device, how long they stayed, and the questions they asked the AI. For PDFs you upload later, you also get page-level time.
Progressive disclosure. Instead of dumping 10 assets, surface extras only when asked via the AI Profile, keeping focus high and effort low.

Troubleshooting & tips

Little setup goes a long way. Use these guardrails to keep answers accurate and signal strong.

If AI can’t answer, expand the AI Profile. Add the missing detail or a link the AI can share. You can include case studies, pricing pages, and a calendar URL so the AI routes to the next step.
Mention the chat. In your share note, include one line: "There’s AI chat alongside the video for quick answers." Engagement and quality of questions improve notably after a first call.
Tweak Suggested Questions. If viewers ask off-topic things, adjust prompts to pull them toward pricing, implementation, or success criteria.
Replace files under the same link. If you complement your video with a PDF later, you can replace that file without changing the Send link.
Use personalized links for known recipients. Create a custom URL slug to identify a specific person or account without requiring a gate.

Integrations & automation (webhooks)

After you share your Send link, you can push engagement into your systems in real time so nothing slips.

Trigger webhooks on document open or any link open. Pipe to Clay, Zapier, or Make to create or update contacts, log activity, and trigger alerts or sequences.
Send internal alerts. Notify account owners when a target account watches your video or asks about pricing.
Add to CRM. Automatically append the Send view and AI questions to the account timeline so reps show up prepared.

Privacy and controls

You control access and what recipients can do with the content.

Viewer gate. Require name, email, and optionally phone before viewing. You can hide content until the form is completed.
Disable download and print. Lock down sensitive materials. Your YouTube video remains embedded; any uploaded files respect these controls.
Replace files, keep the same link. Eliminate version chaos when you update a deck or PDF that complements the video.

What good looks like (QA checklist)

Use this quick checklist to make sure the experience drives the right action and signal.

AI Profile includes a booking link and 2–3 relevant case studies
3–5 Suggested Questions that surface price, scope, timeline, and next steps
Personalized links for known contacts; gate on for unknown viewers
Webhooks sending opens and link clicks to CRM and alerts
Share message mentions the AI and the Suggested Questions

FAQ

Use these answers to common questions when rolling out AI Chat for YouTube.

How does this speed up sales cycles?

Viewers self-serve the answers they need right away, and you see who engaged, what they asked, and how long they watched. Calls start at the real questions instead of rehashing the basics.

Can I require name or email before viewing?

Yes. Turn on a viewer gate and, if needed, hide content until it’s completed. You can also request phone for faster follow-up.

What analytics do I get?

You see the viewer’s provided info, location, device, total time viewed, and the AI chat questions they asked. For uploaded PDFs you add to the same Send document, you also get page-level time.

What if the AI doesn’t know the answer?

Add the detail to your AI Profile or link to the correct resource. The AI can be taught to surface case studies, pricing pages, or a calendar link when appropriate.

What are the plans and prices?

The base plan is $29/month. A $99/month tier includes multiple seats and more features.

Try Send.co today and turn every YouTube view into a guided, trackable conversation that moves deals forward.

AI Chat for Youtube Videos