---
title: "Efficiency dashboard — AI conversations by channel, who booked the loads, and trends"
method: GET
path: "/v3/efficiency/dashboard"
tags: ["v3", "efficiency"]
---

# Efficiency dashboard — AI conversations by channel, who booked the loads, and trends

`GET /v3/efficiency/dashboard`

## Request

- Base URL: `https://api.mentium.io` (the document declares no server; this is the origin it was published from)
- URL: `https://api.mentium.io/v3/efficiency/dashboard`
- Auth: HTTP bearer

## Query parameters

- `period_days` integer, nullable: Trailing window in days. Mutually exclusive with the explicit bounds and with all_time. Omit everything for 30 days.
- `start_datetime` string, date-time, nullable: Inclusive window start (timezone-aware ISO-8601). Requires end_datetime_exclusive.
- `end_datetime_exclusive` string, date-time, nullable: Exclusive window end (timezone-aware ISO-8601). Requires start_datetime.
- `all_time` boolean: From the workspace's first AI conversation to now. Excludes the other window params.
- `time_zone` string: IANA time zone the days, weeks (Monday start) and months are cut in.
- `agent_id` string[], nullable: Only the calls and email threads these AI agents handled. Omit for every agent.

## Headers

- `mentium-workspace-id` string, nullable

## Response `200`

Successful Response

- EfficiencyDashboardResponse
  - `range_start` string, date-time, required
  - `range_end` string, date-time, required
  - `window_days` number, required
  - `time_zone` string, required
  - `currency` string, required
  - `has_tms_connection` boolean, required
  - `channels` EfficiencyChannel[], required
    - `key` 'call_in' | 'call_out' | 'email_in' | 'email_out', required
    - `conversations` integer, required
    - `stages` EfficiencyStages, required: How far each conversation got; each one counts once, at its deepest stage.
      - `mc_check` integer, required
      - `load_info` integer, required
      - `negotiated` integer, required
      - `booked` integer, required
    - `escalated` integer, required
    - `ai_booked` integer, nullable, required
    - `person_booked` integer, nullable, required
    - `booked_revenue` number, nullable, required
    - `booked_margin` number, nullable, required
    - `call_minutes` number, nullable, required
    - `emails` integer, nullable, required
    - `outbound_emails` integer, nullable, required
    - `reply_emails` integer, nullable, required
    - `inbound_emails` integer, nullable, required
  - `loads` EfficiencyLoads, required: How many loads the AI worked on in the window, against every load booked in it. ``touched`` is the load table's count: loads named by an AI call or thread in the window. ``total`` is every load booked in the window, whoever booked it (``booked`` AI + person + human, before any agent filter); null when ``human_*`` is. The two are different cohorts (worked on vs. booked), so ``touched`` can exceed ``total``.
    - `touched` integer, required
    - `total` integer, nullable, required
  - `outcomes` EfficiencyOutcomes, required: Loads booked in the window: by the AI, and with the AI's help. With a TMS: the carrier that hauled the load talked to the AI about it and was paid the rate they agreed with it (``booked``), or talked to it without settling at that rate (``assisted``). Null when Vortex cannot say who hauled the loads.
    - `booked` integer, nullable, required
    - `assisted` integer, nullable, required
  - `booked` EfficiencyBooked, required: Who booked the loads booked in the window. With a TMS, every load the TMS booked in the window is one of three: ``ai`` and ``person`` (with AI's help) as in ``EfficiencyOutcomes``, and ``human`` — the carrier that hauled it never talked to the AI, or the AI talked to another one. Without a TMS, ``ai`` / ``person`` come from Mentium's own booking records and ``human_*`` is null. ``ai_*`` / ``person_*`` are null when Vortex cannot say who hauled the loads, ``human_*`` when it cannot count them.
    - `ai_loads` integer, nullable, required
    - `ai_priced_loads` integer, nullable, required
    - `ai_revenue` number, nullable, required
    - `ai_margin` number, nullable, required
    - `person_loads` integer, nullable, required
    - `person_priced_loads` integer, nullable, required
    - `person_revenue` number, nullable, required
    - `person_margin` number, nullable, required
    - `human_loads` integer, nullable, required
    - `human_priced_loads` integer, nullable, required
    - `human_revenue` number, nullable, required
    - `human_margin` number, nullable, required
  - `series` EfficiencySeries, required
    - `daily` EfficiencySeriesPoint[], required
      - `label` string, required
      - `start` string, date, required
      - `conversations` EfficiencyChannelCounts, required
        - `call_in` integer, required
        - `call_out` integer, required
        - `email_in` integer, required
        - `email_out` integer, required
      - `ai_booked` integer, nullable, required
      - `ai_priced` integer, nullable, required
      - `ai_margin` number, nullable, required
      - `person_booked` integer, nullable, required
      - `person_priced` integer, nullable, required
      - `person_margin` number, nullable, required
      - `human_booked` integer, nullable, required
      - `human_priced` integer, nullable, required
      - `human_margin` number, nullable, required
    - `weekly` EfficiencySeriesPoint[], required
      - `label` string, required
      - `start` string, date, required
      - `conversations` EfficiencyChannelCounts, required
        - `call_in` integer, required
        - `call_out` integer, required
        - `email_in` integer, required
        - `email_out` integer, required
      - `ai_booked` integer, nullable, required
      - `ai_priced` integer, nullable, required
      - `ai_margin` number, nullable, required
      - `person_booked` integer, nullable, required
      - `person_priced` integer, nullable, required
      - `person_margin` number, nullable, required
      - `human_booked` integer, nullable, required
      - `human_priced` integer, nullable, required
      - `human_margin` number, nullable, required
    - `monthly` EfficiencySeriesPoint[], required
      - `label` string, required
      - `start` string, date, required
      - `conversations` EfficiencyChannelCounts, required
        - `call_in` integer, required
        - `call_out` integer, required
        - `email_in` integer, required
        - `email_out` integer, required
      - `ai_booked` integer, nullable, required
      - `ai_priced` integer, nullable, required
      - `ai_margin` number, nullable, required
      - `person_booked` integer, nullable, required
      - `person_priced` integer, nullable, required
      - `person_margin` number, nullable, required
      - `human_booked` integer, nullable, required
      - `human_priced` integer, nullable, required
      - `human_margin` number, nullable, required

## Other responses

- `422`: Validation Error

---

[API](https://skmtc.dev/mentium/apis/mentium-api.md) - [All operations](https://skmtc.dev/mentium/apis/mentium-api/llms.txt) - [OpenAPI document](https://skmtc.dev/mentium/apis/mentium-api/revisions/b4ed8e59432e?raw)