Connect your Zoom account to sync and manage meetings.
Disconnect will be available in a future release. Provider
configuration is managed by your platform administrator.
Default Meeting Preferences
Default Duration
30 min
Waiting Room
—
Passcode
—
Host Video
—
Participant Video
—
Mute on Entry
—
Preferences will be configurable once the meeting provider is
connected.
FRIDAY Meeting Assistance
FRIDAY can help you prepare for meetings, summarize contacts,
draft follow-ups, and create CRM notes. These capabilities will
activate when the meeting provider is connected.
Prepare me for this meeting
Summarize the contact
Create an agenda
Draft follow-up
Summarize meeting
Create CRM notes
Create follow-up tasks
AI Scheduler
UI Ready
Lead-to-appointment execution — Audience → Campaign → Outreach →
AI Dialer → Qualify → Book → Follow-Up.
Quick Start
1
Build Audience
Upload a CSV or pull contacts from CRM to create your
calling list.
2
Pick a Script
Choose or create a call script to guide your conversations.
3
Start Dialing
Call leads, qualify, book appointments, and set follow-ups.
Marketing Studio creates the content. AI Scheduler executes the
lead workflow. Both work together through governed FRIDAY
command paths.
Audience Builder
0 leads
Upload Lead List
📤
Drag & drop your CSV here
or click to browse · .csv files Columns: name, email,
phone, tags
Preview
Pull from CRM
⌕
Click "Load Contacts" to pull from CRM, or upload a CSV to
build your calling list.
Active Lead Queue
No leads in queue
Upload a CSV or pull CRM contacts above to populate your lead
queue.
Outbound calling campaigns — powered by the governed dialer
runtime.
◈
No calling campaigns yet. Creating and running campaigns
requires the governed dialer runtime — coming soon.
Opening Outreach
EMAIL OUTREACH
Opening email sequences are created in Marketing Studio and
attached to campaigns here. FRIDAY can draft personalized
opening emails through the Mission Engine.
SMS OUTREACH
SMS sequences complement email outreach. FRIDAY can draft
compliant SMS templates through the Mission Engine.
All outreach is governed — nothing sends automatically. Every
email and SMS enters the Review Queue before delivery.
Advisor Script Library
My Scripts
Script Preview
Select a script to preview, or create a new one.
Scripts are advisor-private. The backend enforces ownership — your
scripts never appear to other advisors.
Calendar availability will appear when the advisor
calendar is connected.
FRIDAY Insight
Relationship History
Select a contact to see calls, messages, appointments, and
FRIDAY interactions.
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
Lead Qualification
✓
Qualification Framework
FRIDAY qualifies leads during calls using configurable criteria.
Qualified leads are routed to appointment booking; disqualified
leads are tagged and suppressed from future campaigns.
AWAITING BACKEND INTEGRATION — qualification criteria and
dispositions are managed by the governed dialer runtime.
Appointments
📅
Booked Appointments
Appointments booked through the AI Dialer appear here. Calendar
availability will appear when the advisor calendar is connected.
Follow-Ups
↳
Follow-Up Tasks
Post-call follow-ups — calls, SMS, emails, and tasks — are
tracked here. FRIDAY can draft follow-up sequences through the
Mission Engine.
No call history is available yet. Call history will appear
here once the dialer runtime is connected.
Dialer Settings
Calling Number
—
Caller ID
—
Timezone
—
Business Hours
—
Default Dialing Mode
Manual
Default Script
—
Max Attempts
—
Retry Rules
—
Appointment Calendar
—
Call Recording
—
Dialer settings will be configurable once the runtime is
connected. Provider configuration is managed by your platform
administrator.
Connection Status
CRM Connection
Checking...
—
Dialer Runtime
Not connected
Offline
Calling Number
Not configured
—
Compliance
Calling hours, consent, Do Not Call, opt-out, recording, and
campaign approval are enforced by the governed backend.
These UI surfaces indicate status only — compliance is not
enforced in browser code.
Marketing Studio
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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...
▤
Content Calendar
Visual schedule for scheduled blogs, broadcast newsletters,
social posts, and review invites.
Coming Soon · Managed by FRIDAY
Loading channel integrations...
✦
Performance & Analytics
Real-time telemetry on open rates, click-throughs, lead
conversions, and content ROI.
Coming Soon · Managed by FRIDAY
FRIDAY Voice
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AI Dialer Command Center — Call, qualify, follow up, and book
appointments with FRIDAY.
Calendar availability will appear when the advisor
calendar is connected.
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
⌕
Outbound calling campaigns — powered by the governed dialer
runtime.
Script Library
Script Preview
Select a script to preview. FRIDAY's recommended scripts
will appear here when the training knowledge base is
connected.
⌕
Dialer Settings
Calling Number
—
Caller ID
—
Timezone
—
Business Hours
—
Default Dialing Mode
Manual
Default Script
—
Voicemail Drop
—
Max Attempts
—
Retry Rules
—
Appointment Calendar
—
Call Recording
—
Dialer settings will be configurable once the runtime is
connected. Provider configuration is managed by your platform
administrator.
Connection Status
CRM Connection
Checking...
—
Voice Runtime
Not connected
Offline
Calling Number
Not configured
—
Compliance
Calling hours, consent, Do Not Call, opt-out, recording, and
campaign approval are enforced by the governed backend.
These UI surfaces indicate status only — compliance is not
enforced in browser code.
Knowledge Center
Search products, scripts, playbooks, SOPs & compliance with AI.
⌕
Training Center
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Advisor development pipeline. Checking connection...
Pipeline Sequence
Loading pipeline...
Recruiting Center
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Prospect, interview, license & onboard new agents.
DIA WealthBridge Academy
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Structured curriculum, lessons, and certifications for advisor
development.
Loading academy courses...
Automation Center
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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.
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
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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
Destination CRM sub-account:
Uploaded
Nothing uploaded yet.
CSV Preview
Upload a CSV to preview & map columns.
FRIDAY Communications Center
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Contacts, campaigns, and FRIDAY outreach — all in one place.