Call Summary

Not qualified
42/100
Qualification Score
Lead
Radha Krishnan
Campaign
Q2 2025 Mutual Fund Drive
Vapi Call ID
VAPI_8EAB4175DEA0
Duration
06:08
Started
29 Apr 2026 01:34:05
Ended
29 Apr 2026 01:40:13
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: growth. Budget: ₹25,000 lump sum. Not ready to invest at this time.

Qualification Answers

Q1: Currently Investing?
Yes
Q2: Investment Amount
₹25,000 lump sum
Q3: Investment Goal
Growth
Q4: Investment Horizon
5+ years
Q5: Prior MF Experience?
Yes

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: growth.