Call Summary

Warm
57/100
Qualification Score
Lead
Arjun Tiwari
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_1E6CEBDF45C2
Duration
07:17
Started
11 May 2026 00:34:05
Ended
11 May 2026 00:41:22
Transfer
No

Compliance Flags

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

AI Summary

Arjun Tiwari expressed interest in mutual funds. Investment goal: saving. Budget: ₹15,000/month. Moderate interest. Wants more information before deciding.

Qualification Answers

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

Call Transcript

AI: Hello, may I speak with Arjun Tiwari?
Customer: Yes, this is Arjun Tiwari.
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.