Call Summary

Hot
86/100
Qualification Score
Lead
Mohan Das
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_ED333BEC2D00
Duration
06:16
Started
13 May 2026 03:34:05
Ended
13 May 2026 03:40:21
Transfer
Yes

Compliance Flags

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

AI Summary

Mohan Das expressed interest in mutual funds. Investment goal: saving. Budget: ₹50,000 lump sum. High interest shown. Immediately ready to invest.

Qualification Answers

Q1: Currently Investing?
No
Q2: Investment Amount
₹50,000 lump sum
Q3: Investment Goal
Saving
Q4: Investment Horizon
1 year
Q5: Prior MF Experience?
No

Call Transcript

AI: Hello, may I speak with Mohan Das?
Customer: Yes, this is Mohan Das.
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.