Call Summary

Warm
62/100
Qualification Score
Lead
Savita More
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_A3C581B7FAAA
Duration
03:03
Started
04 May 2026 00:34:05
Ended
04 May 2026 00:37:08
Transfer
No

Compliance Flags

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

AI Summary

Savita More expressed interest in mutual funds. Investment goal: saving. Budget: ₹10,000/month. Moderate interest. Wants more information before deciding.

Qualification Answers

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

Call Transcript

AI: Hello, may I speak with Savita More?
Customer: Yes, this is Savita More.
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: warm. Goal: saving.