Call Summary

Hot
81/100
Qualification Score
Lead
Rekha Pandey
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_DE22E52E2143
Duration
07:13
Started
08 May 2026 02:34:05
Ended
08 May 2026 02:41:18
Transfer
Yes

Compliance Flags

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

AI Summary

Rekha Pandey expressed interest in mutual funds. Investment goal: saving. Budget: ₹5,000/month. High interest shown. Immediately ready to invest.

Qualification Answers

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

Call Transcript

AI: Hello, may I speak with Rekha Pandey?
Customer: Yes, this is Rekha Pandey.
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.