Call Summary

Not qualified
39/100
Qualification Score
Lead
Suman Ghosh
Campaign
South India Wealth Growth 2025
Vapi Call ID
VAPI_44359EAF3ED3
Duration
04:27
Started
24 Apr 2026 08:34:05
Ended
24 Apr 2026 08:38:32
Transfer
No

Compliance Flags

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

AI Summary

Suman Ghosh expressed interest in mutual funds. Investment goal: saving. Budget: ₹1 lakh lump sum. Not ready to invest at this time.

Qualification Answers

Q1: Currently Investing?
Yes
Q2: Investment Amount
₹1 lakh lump sum
Q3: Investment Goal
Saving
Q4: Investment Horizon
2-3 years
Q5: Prior MF Experience?
No

Call Transcript

AI: Hello, may I speak with Suman Ghosh?
Customer: Yes, this is Suman Ghosh.
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.