Call Summary

Hot
86/100
Qualification Score
Lead
Manju Rawat
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_1CC7F863CDBA
Duration
04:53
Started
29 Apr 2026 02:34:05
Ended
29 Apr 2026 02:38:58
Transfer
No

Compliance Flags

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

AI Summary

Manju Rawat expressed interest in mutual funds. Investment goal: saving. Budget: ₹15,000/month. High interest shown. Immediately ready to invest.

Qualification Answers

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

Call Transcript

AI: Hello, may I speak with Manju Rawat?
Customer: Yes, this is Manju Rawat.
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: hot. Goal: saving.