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Good afternoon, Advisor.

You have 4 appointments today and 2 follow-ups due. FRIDAY surfaced 3 revenue opportunities — see Next Best Actions below.

My Business sample data

Next Best Actions — FRIDAY Insights AI

Command Center — One-Click AI Actions

Your Integrations verified

Profile & Team loading...

Executive overview and advisor management.

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Advisor Roster

Loading team...

My Business

Live business overview · sample data pending live CRM link

Advisor Scorecard

Client Workspace checking...

Every client is an AI workspace — FRIDAY has full context.

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Planning Center

AI-assisted planning tools. Pick a tool and FRIDAY drafts the plan.

Select Client

Meetings

Meetings, scheduling, and video collaboration

Open in Zoom ↗

Meeting Provider

Zoom

Not Connected

Connect your meeting provider to sync and manage meetings.

Today's Meetings

📹

No meetings scheduled for today.

Connect Zoom to synchronize your meeting schedule with FRIDAY.

Marketing Studio checking...

Unified content engine. Checking connection...

AI CMO COMMAND CENTER

Autonomous Content & Marketing Engine

ACTIVE ENGINE

FRIDAY automatically orchestrates multi-channel marketing campaigns, SEO blog posts, client nurture sequences, and lead capture funnels. Select Create to launch new content or Library to review generated assets.

Content Engine

Connected

FRIDAY Content API

Content Formats

10 Types

Blog, Email, SMS, Social...

Governance

Review Queue

Hold before publish

Quick Launch Content

Recent Activity

Loading recent content...

Loading campaigns...

Select Content Generator

Generated Content Library

Loading library...

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Content Calendar

Visual schedule for scheduled blogs, broadcast newsletters, social posts, and review invites.

Coming Soon · Managed by FRIDAY

Loading channel integrations...

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Performance & Analytics

Real-time telemetry on open rates, click-throughs, lead conversions, and content ROI.

Coming Soon · Managed by FRIDAY

FRIDAY Voice checking...

AI Dialer Command Center — Call, qualify, follow up, and book appointments with FRIDAY.

Dialer Status

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Not Available

CRM Connection

—

Checking...

Calling Number

—

Not Configured

Today's Calls

—

Not Available

Conversations

—

Not Available

Appointments

—

Not Available

Follow-Ups

—

Not Available

Lead Queue

—

Not Available

Live Call Workspace

Ready

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FRIDAY Call Assistant

FRIDAY Call Assistant will activate when the dialer runtime is connected.

Recommended opening

Current script

Objection handling

Qualification prompts

Compliance reminders

Appointment recommendation

Knowledge Center

Search products, scripts, playbooks, SOPs & compliance with AI.

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Training Center checking...

Advisor development pipeline. Checking connection...

Recruiting Center checking...

Prospect, interview, license & onboard new agents.

Automation Center checking...

Your running workflows and orchestration health.

Loading automation overview...

Integrations & Credits

Live status of every connected system. verified

Command Center

One-click AI actions across your whole business.

Select Client (optional)

Mission Control

Nothing launches on its own. Every CRM write, booking, and message is held in the Review Queue until approved.

Executive Briefing

Loading briefing...

One-Click Actions

Review Queue

Loading queue...

Settings & AI Memory checking...

FRIDAY personalizes to you over time — writing style, sales approach, preferences.

Recent Memory

Loading memory...

Data & Learning

Upload documents & CSVs — FRIDAY learns from them, and pushes contacts to the CRM sub-account you choose. client-side preview · live CRM push pending GHL

Upload

⬆ Drop files or click to upload
CSV to import contacts · PDF / DOCX / TXT / MD for FRIDAY to learn

Destination CRM sub-account:

Uploaded

Nothing uploaded yet.

CSV Preview

Upload a CSV to preview & map columns.

← Back to Command Center

Create Campaign

AI-assisted workspace for Create Campaign.

Interface for Create Campaign goes here.

← Back to Command Center

Generate Blog

AI-assisted workspace for Generate Blog.

Interface for Generate Blog goes here.

← Back to Command Center

Generate Video

AI-assisted workspace for Generate Video.

Interface for Generate Video goes here.

← Back to Command Center

Review CRM

AI-assisted workspace for Review CRM.

Interface for Review CRM goes here.

← Back to Command Center

Run Client Review

AI-assisted workspace for Run Client Review.

Interface for Run Client Review goes here.

← Back to Command Center

Launch Recruiting

AI-assisted workspace for Launch Recruiting.

Interface for Launch Recruiting goes here.

← Back to Command Center

Build Funnel

AI-assisted workspace for Build Funnel.

Interface for Build Funnel goes here.

← Back to Command Center

Book Appointments

AI-assisted workspace for Book Appointments.

Interface for Book Appointments goes here.

← Back to Command Center

Generate Presentation

AI-assisted workspace for Generate Presentation.

Interface for Generate Presentation goes here.

← Back to Command Center

Executive Summary

AI-assisted workspace for Executive Summary.

Interface for Executive Summary goes here.

← Back to Command Center

Run Annual Reviews

AI-assisted workspace for Run Annual Reviews.

Interface for Run Annual Reviews goes here.

← Back to Command Center

Send Broadcast

AI-assisted workspace for Send Broadcast.

Interface for Send Broadcast goes here.