Connect your Zoom account to sync and manage meetings.
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.
Market conditions, index-crediting parameters, allocation
decision support, and illustrative scenarios.
Market Conditions
Loading market data…
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Index Strategies — Crediting Parameters
Caps, participation rates, floors, and spreads are
product/index-crediting parameters — they are NOT market
performance and do not represent guaranteed returns.
Loading strategies…
Strategy History
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Allocation Intelligence
Illustrative information only. Index performance, caps,
participation rates, floors, spreads, and other crediting parameters
are different concepts and do not represent a guaranteed return or
prediction of future performance.
Loading allocation data…
Illustrative Scenario
Illustrative only. Hypothetical calculations use explicitly supplied
assumptions and do not represent actual, expected, forecast, or
guaranteed returns.
FRIDAY
Ask FRIDAY about current market conditions or strategy parameters.
FRIDAY Market Intelligence
Research markets, understand strategy changes, and prepare advisor
insights.
● FRIDAY IS SPEAKING
Research Topics
FRIDAY Research Queue
Research Result
Select a research topic or ask FRIDAY a question to begin.
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 are set up here. Add a calling number
and upload a lead list to start dialing.
◈
No calling campaigns yet. Add a calling number and a lead list
to create your first campaign.
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.
Loading channel integrations...
✦
Performance & Analytics
Real-time telemetry on open rates, click-throughs, lead
conversions, and content ROI.
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
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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...
Integration Health
Canonical, evidence-based status from FRIDAY's integration-health
engine. A system is GREEN only with proven, recent execution +
verification — never from configuration or an HTTP 200.
Overall: …
GREEN = live & verified · YELLOW =
configured/degraded/stale · RED = broken · BLOCKED =
external prerequisite · UNKNOWN = not yet 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.
Connected accounts
Loading connected accounts...
Recent Memory
Loading memory...
Plan & Credits
Plan & Credits
Plans and credit packs. Billing mode is controlled by the founder.
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Advisors → CRM Access
Per-advisor CRM link mode and status. Founder/admin only.
Advisors
Loading...
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.
⏸Outbound paused — governed. No messages, calls, or
campaigns are being sent. Drafts, history, and configuration
remain available.
◎FRIDAY Today
◱Contacts
▤Timeline
◈Campaigns
✉Twilio Messages
Needs Attention
—
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Recent FRIDAY Interactions
Loading…
Campaign Status
Loading…
Import Contacts
preview · import ≠ consent
Contact Library
—
⌕
Loading…
Unified Lead Timeline
—
Loading…
Channel Execution State
Loading…
Campaigns
Loading…
Per-number stats
Loading…
Threads
Loading…
This is only the Twilio account on the server. Sendara and GHL LC
Phone are not in this tab. Keep the date window within 14 days.
← 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.
⚙
Build with FRIDAY
Founder-only engineering command intake. Nothing starts without
your yes, and nothing is ever merged or deployed from here.