Call Summary

Not qualified
45/100
Qualification Score
Lead
Champa Devi
Campaign
New Year Investment Campaign
Vapi Call ID
VAPI_DE82760A6C6D
Duration
04:33
Started
13 May 2026 06:34:05
Ended
13 May 2026 06:38:38
Transfer
No

Compliance Flags

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

AI Summary

Champa Devi expressed interest in mutual funds. Investment goal: saving. Budget: ₹2,000/month. Not ready to invest at this time.

Qualification Answers

Q1: Currently Investing?
No
Q2: Investment Amount
₹2,000/month
Q3: Investment Goal
Saving
Q4: Investment Horizon
10+ years
Q5: Prior MF Experience?
Yes

Call Transcript

AI: Hello, may I speak with Champa Devi?
Customer: Yes, this is Champa Devi.
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.