Skip to main content

​
Follow-Up Drafts

After you confirm a lead’s email, BoothRev’s AI (called Rev) drafts a follow-up email for you. The draft is based on everything you captured: your notes, the voice transcript, the scorecard, and any details from the business card scan. The draft is a starting point. It’s yours to edit, not a final product.

​
Where to find the draft

Open the lead. The follow-up draft appears in the right panel on the web app, or in the Follow-up tab on mobile. If you’ve just confirmed the email, you may need to wait a moment for Rev to finish. You’ll see a “Rev is working on this…” indicator while it processes. If the lead has never been confirmed, you’ll see a placeholder instead of a draft.

​
What a good draft looks like

Rev writes a short, specific email. It references what you discussed, not a generic “great to meet you at the show” message. A typical draft includes:
  • A reference to the specific conversation or problem the prospect mentioned
  • A clear next step that matches what you agreed to
  • A short, natural sign-off
If your notes were detailed, the draft will be specific. If your notes were thin, the draft will be more generic. The more context you capture, the better the draft.

​
Editing the draft

Tap or click Edit to open the draft in a text editor. Change whatever doesn’t sound like you. Remove anything that’s wrong. Add anything that’s missing. The goal is for the email to read like you wrote it, because in effect you did — Rev is just working from your notes. Tap Save Draft when you’re done editing.

​
Sending

When the draft is ready:
  1. Copy it to your email client and send it from there, or use your team’s connected sending workflow.
  2. Come back to BoothRev and tap Mark as Sent.
Marking as Sent moves the lead from your Inbox to Sent. Your event owner can see it’s been followed up. It also stops the draft from being shown as outstanding.

​
Regenerating the draft

If you’ve added more notes or context after the first draft was created, you can ask Rev to try again. Tap Regenerate (or the refresh icon next to the draft). Rev will read all the current information and produce a new version. The old draft is replaced. Regenerate is most useful when:
  • You added a voice note after confirming the email
  • You filled in the scorecard after the draft was written
  • The first draft felt too generic and you want to give Rev more to work with

​
What Rev won’t do

Rev will not auto-send the email. It will not confirm an email address on your behalf. It will not change any detail you’ve already confirmed. You are always in control of what leaves your inbox.