Call Summary

Not qualified
48/100
Qualification Score
Lead
Priya Singh
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_F1188ACFFD87
Duration
07:10
Started
30 Apr 2026 00:34:05
Ended
30 Apr 2026 00:41:15
Transfer
No

Compliance Flags

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

AI Summary

Priya Singh expressed interest in mutual funds. Investment goal: saving. Budget: ₹50,000 lump sum. Not ready to invest at this time.

Qualification Answers

Q1: Currently Investing?
No
Q2: Investment Amount
₹50,000 lump sum
Q3: Investment Goal
Saving
Q4: Investment Horizon
2-3 years
Q5: Prior MF Experience?
No

Call Transcript

AI: Hello, may I speak with Priya Singh?
Customer: Yes, this is Priya Singh.
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: not_qualified. Goal: saving.