Call Summary

Not qualified
23/100
Qualification Score
Lead
Radha Krishnan
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_898CF190DD62
Duration
06:55
Started
06 May 2026 04:34:05
Ended
06 May 2026 04:41:00
Transfer
No

Compliance Flags

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

AI Summary

Radha Krishnan expressed interest in mutual funds. Investment goal: retirement. Budget: ₹5,000/month. Not ready to invest at this time.

Qualification Answers

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

Call Transcript

AI: Hello, may I speak with Radha Krishnan?
Customer: Yes, this is Radha Krishnan.
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: retirement.