Tutorial/2 MINUTES READ
Capture phone numbers on shared PowerPoint Presentations
October 21, 2025

Capture phone numbers on shared PowerPoint presentations (clean handoffs, faster follow‑ups)
Want phone numbers before someone opens your PowerPoint? Share it via Send, gate access, and guide next steps with AI. Viewers get AI‑assisted answers instantly, and you see who engaged so you can follow up quickly.
When this is useful
- You send decks externally and need phone numbers for outreach
- You want to prevent downloads of sensitive slides
- You plan to update content without breaking links
Step‑by‑step
- Add your deck to Send
- Enable a viewer gate with phone
- Add Suggested Questions and share the link
Why this is faster with Send
- AI Chat reduces back‑and‑forth
- Suggested Questions pull attention to decisions
- Analytics show who viewed, device, location, time, and AI questions
What good looks like (QA checklist)
- Gate requires phone in addition to name and email
- Download/print disabled for confidential decks
- Suggested Questions highlight pricing and next steps
- Replace file used for updates to avoid version chaos
Troubleshooting & tips
- Viewer blocked? Check gate and hidden‑until‑complete settings
- Wrong version? Replace the file under the same link
- Need calendar or case studies? Attach an AI Profile to surface links on request
Integrations & automation (webhooks)
- Fire opens to Clay, Zapier, or Make to update CRM and alert owners
Privacy/controls
- Require name, email, and phone before viewing
- Disable downloading and printing
- Personalized links for known contacts
- Replace files without changing the link
FAQ
- Can I require a phone number on the gate?
- Can I keep the same link after updates?
- What analytics are available?