Call Summary

Not qualified
19/100
Qualification Score
Lead
Harish Choudhary
Campaign
Retirement Planning Outreach
Vapi Call ID
VAPI_C0EC4B5215EB
Duration
05:36
Started
08 May 2026 04:34:05
Ended
08 May 2026 04:39:41
Transfer
No

Compliance Flags

AI Identified to Customer Yes
Recording Notice Given Yes
Disclaimer Delivered Yes

AI Summary

Harish Choudhary expressed interest in mutual funds. Investment goal: other. Budget: ₹5,000/month. Not ready to invest at this time.

Qualification Answers

Q1: Currently Investing?
Yes
Q2: Investment Amount
₹5,000/month
Q3: Investment Goal
Other
Q4: Investment Horizon
6 months
Q5: Prior MF Experience?
No

Call Transcript

AI: Hello, may I speak with Harish Choudhary?
Customer: Yes, this is Harish Choudhary.
AI: This is Priya from Bonanza Online, an AI assistant. This call is recorded. You expressed interest in mutual fund investments.
Customer: Yes, I was looking for investment options.
AI: Great! I have a few questions about your investment goals.
[5 qualification questions answered]
Outcome: not_qualified. Goal: other.