Call Summary

Warm
63/100
Qualification Score
Lead
Asha Mishra
Campaign
New Year Investment Campaign
Vapi Call ID
VAPI_635276D014C2
Duration
06:48
Started
06 May 2026 06:34:05
Ended
06 May 2026 06:40:53
Transfer
No

Compliance Flags

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

AI Summary

Asha Mishra expressed interest in mutual funds. Investment goal: growth. Budget: ₹2,000/month. Moderate interest. Wants more information before deciding.

Qualification Answers

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

Call Transcript

AI: Hello, may I speak with Asha Mishra?
Customer: Yes, this is Asha Mishra.
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: warm. Goal: growth.