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Follow-Up Drafts

Once a lead’s email is confirmed, you can ask BoothRev’s AI (called Rev) to write a follow-up email for you. This is a separate, explicit step from confirming the email — Rev doesn’t write a draft on its own. The draft is based on everything you captured: your notes, the voice transcript, the scorecard assessment, and any details from the business card scan. The draft is a starting point. It’s yours to edit, not a final product.

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Where to find the draft

Open the lead. The follow-up panel is in the right column on the web app, or the Follow-up tab on mobile. If no draft exists yet, tap Generate Draft. Rev takes a few seconds to write it. If the lead’s email hasn’t been confirmed yet, there’s nothing to generate a draft from — confirm the email first.

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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.

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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.

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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 updates the lead’s status in your leads list. Your event owner can see it’s been followed up. It also stops the draft from being shown as outstanding.

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Regenerating the draft

Tap Regenerate Draft any time you want Rev to take another pass — this is always available once a draft exists, whether or not anything new has been added. Rev reads the current notes, transcripts, and Rev analysis and produces a new version, replacing the old draft. Regenerating is most useful when:
  • You added a voice note after the first draft
  • You re-ran Rev’s analysis and want the draft to reflect the updated summary
  • The first draft felt too generic and you want to give Rev more to work with

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Rating a draft

Once a draft exists, you can rate it 👍 or 👎 from the follow-up panel. If you rate it 👎, you can add a one-line note on what was wrong. Your ratings aren’t just feedback into a void — BoothRev feeds your team’s best-rated drafts back into Rev as examples, so future drafts for your organization sound more like the ones your team already approved of. Rating a draft doesn’t change that draft itself; it’s purely about improving what Rev writes next time.

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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.