How to capture names on Tella (fast) so you know who’s engaging

Get a working name-capture flow on Tella in minutes. You’ll steer viewers to answers with AI, see who engages, and shorten follow-ups.

When this is useful

• You share a Tella video and need names before viewing
• You want instant answers in the page, not endless back-and-forth
• You want clear analytics on who viewed and what they cared about

Step-by-step

1. Add your Tella page to Send
2. Turn on a viewer gate
3. Guide viewers with AI

Why this is faster with Send

• AI + Suggested Questions steer people to the right answer immediately
• You see who viewed, where they spent time, and what they asked
• You show up to calls prepared, and cycles move faster

What good looks like (QA checklist)

• The link opens directly to your Tella page with AI chat visible
• Name and email are required before viewing
• Suggested Questions cover pricing, timeline, and next steps
• You receive a view notification and can see the activity trail

Troubleshooting & tips

• Viewer doesn’t see the gate: Confirm gate is on and content is hidden until form submit
• Sensitive content: Disable download and print
• Answers beyond the page: Add an AI Profile with case study links and your calendar URL
• Version chaos: Replace files or update the linked page under the same Send link

Integrations & automation (webhooks)

• Trigger on “document open” to create or update a contact in your CRM
• Send alerts to Slack or email when a key prospect views or asks about pricing
• Log AI chat questions to qualify intent automatically

Privacy/controls

• Require name, email, and optionally phone before viewing
• Hide content until form submit
• Disable download and print when needed
• Replace files without changing the link

FAQ

• How does Send speed up follow-ups?
• Can I require name and email before viewing?
• What analytics do I get?

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