Call Summary

Not qualified
26/100
Qualification Score
Lead
Girish Naidu
Campaign
Retirement Planning Outreach
Vapi Call ID
VAPI_3561EEF4B544
Duration
06:02
Started
13 May 2026 05:34:05
Ended
13 May 2026 05:40:07
Transfer
No

Compliance Flags

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

AI Summary

Girish Naidu expressed interest in mutual funds. Investment goal: saving. Budget: ₹10,000/month. Not ready to invest at this time.

Qualification Answers

Q1: Currently Investing?
Yes
Q2: Investment Amount
₹10,000/month
Q3: Investment Goal
Saving
Q4: Investment Horizon
6 months
Q5: Prior MF Experience?
Yes

Call Transcript

AI: Hello, may I speak with Girish Naidu?
Customer: Yes, this is Girish Naidu.
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: saving.