Capture phone numbers on shared Gamma files (fast, trackable, and self‑serve)

Need phone numbers before someone opens a Gamma file? Use Send to gate access, guide readers with AI, and see exactly who engaged. You’ll steer people to answers with AI and see exactly who engaged, so follow‑ups are faster and calls are better.

When this is useful

• You share Gamma pages externally and need phone numbers for quick follow‑ups
• You want instant answers in‑page without back‑and‑forth
• You care about identity, location, device, and time viewed

Step‑by‑step

1. Add your Gamma link to Send
2. Turn on a viewer gate for phone
3. Steer attention with Suggested Questions

Why this is faster with Send

• AI Chat answers questions instantly so people self‑serve
• Suggested Questions focus attention on pricing, guarantees, and timelines
• Analytics show who viewed, where from, device, time viewed, and the AI questions they asked

What good looks like (QA checklist)

• Gate requires name, email, and phone before viewing
• Share note mentions "There’s AI chat inside—ask anything"
• Suggested Questions cover pricing and next steps
• Download/print disabled for sensitive content

Troubleshooting & tips

• Can’t access? Confirm gate is configured and content isn’t hidden unintentionally
• Low completion? Personalize links for known contacts and keep the gate for unknowns
• Need calendar or case studies? Attach an AI Profile so AI can surface links on request
• Updating content? Replace files under the same link—no version churn

Integrations & automation (webhooks)

• Trigger on document open or any link open to Clay, Zapier, or Make
• Create or update contacts, add activities, and alert owners when someone submits a phone number

Privacy/controls

• Require name, email, and phone before viewing
• Optionally hide content until completion
• Disable download/print for confidential material
• Replace files under the same link anytime

FAQ

• Can I require a phone number specifically?
• What analytics do I get?
• Can I update without changing the link?
• Can I push captured phone numbers into my CRM?