Call Summary

Not qualified
46/100
Qualification Score
Lead
Devendra Singh
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_3EBE60E40217
Duration
02:58
Started
15 May 2026 05:34:05
Ended
15 May 2026 05:37:03
Transfer
No

Compliance Flags

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

AI Summary

Devendra Singh expressed interest in mutual funds. Investment goal: growth. Budget: ₹15,000/month. Not ready to invest at this time.

Qualification Answers

Q1: Currently Investing?
Yes
Q2: Investment Amount
₹15,000/month
Q3: Investment Goal
Growth
Q4: Investment Horizon
6 months
Q5: Prior MF Experience?
No

Call Transcript

AI: Hello, may I speak with Devendra Singh?
Customer: Yes, this is Devendra Singh.
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: growth.