Call Summary

Hot
80/100
Qualification Score
Lead
Naresh Garg
Campaign
New Year Investment Campaign
Vapi Call ID
VAPI_1B316D95D545
Duration
04:53
Started
20 Apr 2026 06:34:05
Ended
20 Apr 2026 06:38:58
Transfer
Yes

Compliance Flags

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

AI Summary

Naresh Garg expressed interest in mutual funds. Investment goal: other. Budget: ₹25,000 lump sum. High interest shown. Immediately ready to invest.

Qualification Answers

Q1: Currently Investing?
Yes
Q2: Investment Amount
₹25,000 lump sum
Q3: Investment Goal
Other
Q4: Investment Horizon
5+ years
Q5: Prior MF Experience?
No

Call Transcript

AI: Hello, may I speak with Naresh Garg?
Customer: Yes, this is Naresh Garg.
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: other.