What Rev Does
Rev is BoothRev’s built-in AI. It reads the context from each lead — notes, voice transcripts, scorecard evidence, contact details — and produces a structured analysis and a personalized follow-up draft. Rev is not a chatbot. You don’t talk to it. It works in three separate stages, each triggered by a specific action (or, for one stage, automatically on import). That’s it.Rev’s three stages
Rev’s work is split into three independent stages. Running one doesn’t run the others.1. ICP scoring
Scores a lead against the event’s Ideal Customer Profile. This runs automatically when a pre-registered attendee list is imported, for any row with an email address — it’s what lets you sort a pre-reg import by fit before anyone’s even confirmed a lead. It doesn’t run automatically when a rep confirms an email; ICP fit for those leads is set by the Analysis stage instead (see below). You can also re-run ICP scoring for every lead in an event at once — click Re-score ICP for all leads in Event Settings → Event Success — which is useful after you’ve updated the ICP definition mid-event.2. Analysis
The main pass: priority, ICP fit, qualification summary, lead profile, next steps, scorecard assessment, pain points, topics discussed, rapport notes, and (for tenants with Key Accounts) a check for cross-account signals. This requires the lead’s email to be confirmed and the lead not marked No Show. Trigger it with Analyze with Rev the first time, or Re-analyze once new context has come in (a new voice note, a note from a follow-up call, a merged duplicate).3. Follow-up draft
Writes the personalized follow-up email. This is always explicit — Rev never generates or regenerates a draft on its own. Click Generate Draft, or Regenerate Draft if one already exists. If the lead is on a Key Account with an authored strategy brief, this same step also produces Recommended Actions — Rev’s own next-step suggestion for the account, reasoned against the strategy brief and the account’s other recent leads, not just this one conversation. Plain Named Accounts, and Key Accounts with no strategy brief yet, only get the follow-up draft. Event owners can also run the Analysis stage in bulk: from the inbox, use the New/Updated filter to find leads that need it, select them, and click Analyze N with Rev.What Rev produces
- Priority — High, Medium, or Low, based on ICP fit and the context from the conversation. Set by the Analysis stage, and boosted one level if the lead matches a Named Account. The single dial worth trusting — everything else here is evidence behind it, never a second competing score.
- ICP fit — A label and small badge showing how closely this lead matches the event’s Ideal Customer Profile. Set by ICP scoring or Analysis; never shown as a raw number next to Priority.
- Qualification summary — A short paragraph describing why this lead is or isn’t a good fit, based on what was captured.
- Lead profile — A summary of the conversation: what they’re dealing with, what they’re interested in, and what the agreed next step is.
- Next steps — A short, specific action item based on the conversation.
- Scorecard assessment — If the event has a scorecard applied, Rev judges each attribute (see below).
- Pain points and Topics discussed — Business and qualification facts Rev picked out of the notes and transcripts, refreshed on every Analysis run.
- Rapport notes — Personal, human-connection details Rev noticed — family, hobbies, alma mater, sports, travel — for reps to use when building rapport in a future conversation. Distinct from pain points and topics.
- Follow-up draft — A personalized email ready to review and send. Only produced by the Draft stage.
- Recommended Actions and account narrative — Key Account leads only, and only once a strategy brief exists. Posts to the activity timeline alongside the follow-up draft; the narrative keeps a 2-4 sentence account-level summary current on the account’s own page.
- Cross-account signal flags — during Analysis, Rev checks every lead against your Key Account names and flags it when a statement is actually about a different Key Account (a competitor, vendor, former employer, or partner mention). These land in the Named Accounts section as items pending review, not on the lead itself.
How Rev assesses a scorecard
When a confirmed lead is analyzed, and the event has a scorecard applied, Rev reads each attribute’s description alongside the lead’s full note and transcript history and judges it as Met, Partial, or Not Met, along with a one-sentence evidence quote pulled from the actual conversation. An attribute with no relevant evidence is left as “Not yet assessed” rather than guessed. Rev also computes an overall scorecard score (0–100) from the merged attribute statuses — this is the number that drives the “qualified” (SQL) definition on the event dashboard when a scorecard is applied. This is entirely automatic and read-only. There’s no rep or event owner UI to fill in or override a scorecard value, on web or mobile — see Scorecard templates for how the attributes themselves are defined and applied.Rev’s output language
Every event has a language setting (Event language, in Event Settings → Basics), 20 languages supported. Rev writes its analysis and follow-up drafts in that language, and reads business card scans in it too. This only controls what Rev writes, not what it listens to — voice notes are transcribed in whatever language the rep actually spoke, detected automatically, no matter what the event’s language is set to.Rev gets better from your ratings
Once a draft exists, reps can rate it 👍 or 👎 from the follow-up panel (with an optional note on what was wrong for a 👎). Rev learns each organization’s tone over time from its best-rated drafts — so the more your team rates, the more Rev’s drafts sound like the emails your team actually sends. One organization’s ratings never influence another’s drafts.What Rev will never do
- Rev will not confirm a lead’s email address.
- Rev will not send an email on your behalf.
- Rev will not overwrite anything you or a rep have confirmed. Your data is locked. Rev only fills in fields you haven’t set.
- Rev will not fabricate details that aren’t in the notes. If the notes are sparse, the draft will be short. It won’t invent a conversation that didn’t happen.