How to share Loom videos across teams with AI answers and full tracking

Loom is perfect for fast walkthroughs and updates, but plain links get buried and leave you guessing who watched. This guide shows how to share Loom videos with Send so people get instant answers via AI, and you see who engaged, what they asked, and when to follow up.

When this is useful

Before we dive into the steps, here’s when this workflow helps most.

• You need one authoritative link for a Loom used across sales, product, or success.
• You want recipients to self‑serve answers 24/7 without booking another call.
• You care about signal: who watched, where they’re from, device, time viewed, and the questions they asked.
• You want to avoid version chaos as recordings change.

Step‑by‑step

In this section, you’ll add your Loom to Send, steer attention with Suggested Questions, and share one tracked link with the right controls. Setup takes minutes.

1) Add your Loom video to Send

1. Install Send’s Chrome extension from Send.co. On supported pages, you’ll see a blue “Add to Send” button.
2. Open your Loom share page and click “Add to Send.” A Send tab opens with the video embedded immediately.
3. Alternatively, in the Send app, click New Document and paste your Loom URL. Send will load it the same way.
4. Name the document clearly, like “Quarterly update – Q4 (Loom)” or “Feature demo – New UI (Loom).”
   Why this matters: instead of pasting raw Loom links into Slack or email, you centralize access under one Send link that also includes AI chat and analytics.

2) Add AI and Suggested Questions to steer viewers

1. In Send, enable AI Chat. The AI reads the attached content and answers questions about it.
2. Add 3–5 Suggested Questions to surface the most important answers fast:
3. If you want AI to answer beyond the video (e.g., pricing policy, security FAQs, booking link, or case studies), attach an AI Profile. In the profile, teach the AI to surface those links on request.
4. Add a brief note at the top: “There’s an AI chat on the right—ask anything.” Engagement rises when people know they can self‑serve.
   Why this matters: AI and Suggested Questions steer attention to next steps and reduce repeat questions, so cycles keep moving.

3) Set controls, share once, and track engagement

1. Click Share and configure the viewer gate. Require name and email if you want identity captured before viewing. Add phone when qualification matters.
2. Disable download/print for sensitive content. If you attach PDFs next to the video, they’ll live under the same link.
3. Create a personalized link with a custom slug when you already know the audience (for example, /acme‑q4‑update). This avoids forms while keeping identity clear.
4. Copy the Send link and share it via email, Slack, sequences, or your CRM. Mention that there’s AI chat inside.
5. Watch your Activity feed and email notifications. You’ll see who viewed, from where, on what device, how long they engaged, and the questions they asked the AI. Turn on webhooks for “document open” or “any link open” to push activity into Zapier, Make, or Clay and update your CRM automatically.
   Why this matters: one link stays current as recordings evolve, and you get reliable signal on who engaged and what they needed.

Why this is faster with Send

• AI answers questions immediately, so recipients don’t need another walkthrough to find key details.
• Suggested Questions guide attention to timelines, responsibilities, pricing, and next steps.
• Analytics show who viewed, where they came from, device, time on doc, and AI chat logs. For attached PDFs, you also get page‑level time to see which pages drew attention.
• Permissions, viewer gates, and replace‑file controls keep the shared link clean and current. If you attach a datasheet later, replace it under the same URL without resending.
• Compared to traditional link‑sharing or DocSend, Send adds AI steering plus deeper engagement signal, which shortens cycles and improves conversations.

Troubleshooting & tips

Here are common blockers and how to resolve them quickly.

• People don’t notice AI chat
• Viewers ask beyond the video
• Access needs to be controlled tightly
• The recording and attachments evolve
• You need alerts and CRM updates

Integrations & automation

Here’s how to connect activity from your Loom link to the rest of your stack.

• CRM enrichment
• Slack alerts
• Sequences
• Data tools

Privacy & controls

These settings keep your shared videos tidy and safe.

• Viewer gates
• Disable download/print
• Personalized links
• Replace files, keep the link

FAQ

• How does Send speed up Loom reviews?
• Can I require name or email before viewing?
• Can I replace attachments without changing the link?
• What analytics do I get?
• What plans and prices are available?

Try Send to share Loom videos across teams with AI answers and full tracking—start at Send.co.