> ## Documentation Index
> Fetch the complete documentation index at: https://docs.teamfollowup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Use the public API base URL: https://api.teamfollowup.ai/api.
> Authenticate public API requests with Authorization: Bearer YOUR_API_KEY.
> Use product-owned terms: agents, calls, campaigns, contacts, phone numbers, billing, and configuration.

# Get transfer rate by project

> Returns the live-transfer rate for each project as transfers divided by leads, sorted highest first. Projects with no leads in the window are omitted rather than reported as a zero rate.

Rows cover every project the caller can see, so an agency credential gets its own projects and a staff credential gets all of them.

Allowed customer roles: `agency_admin`, `project_user`.

Required API key scope: `dashboard:read`.



## OpenAPI

````yaml /openapi.yaml get /api/dashboard/transfer-rate-by-project
openapi: 3.1.0
info:
  title: TFUAI Server API
  version: 1.0.0
  description: >-
    API reference for the TFUAI SaaS server.


    All published endpoints are mounted under `/api`. Responses use a standard
    envelope: `{ "success": true, ... }` on success and `{ "success": false,
    "error": "..." }` on failure.


    Product API modules are being launched module by module. This spec currently
    exposes only contracted public modules.


    Authenticate public API requests with an API key in the `Authorization`
    header: `Authorization: Bearer YOUR_API_KEY`.
servers:
  - url: https://api.teamfollowup.ai
    description: Production API origin. Public API paths are under /api.
  - url: https://devapi.teamfollowup.ai
    description: Development API origin. Public API paths are under /api.
security: []
tags:
  - name: Agents
    description: Manage voice agents, campaigns, workflows, and outcomes.
  - name: Analytics
    description: >-
      Minimal, non-billing performance summary: volume, conversion, and pickup
      metrics.
  - name: Calls
    description: Review calls, test runs, and execution history.
  - name: Campaign Workflows
    description: >-
      What runs after a call lands: for each outcome (booked, opted out, asked
      for a callback…), an ordered chain of actions — tag the contact, move a
      pipeline stage, send an SMS, book an appointment. Stored as a graph:
      `nodes` are the actions, `edges` say what follows what, and
      `dispositionEntries` maps each outcome to the node its chain starts at.


      **Pick the narrowest endpoint that does the job.**


      | To | Call | |

      | --- | --- | --- |

      | See what fires per outcome | `GET .../workflow/digest` | Reads as plain
      text, no graph walking |

      | Add steps to an outcome | `POST .../outcomes/{outcome}/nodes` | Server
      derives node ids, edge ids, handles, layout |

      | Change a message, tag or setting | `PATCH .../workflow` | Merges;
      carries no graph, so it cannot damage one |

      | Remove one step | `DELETE .../nodes/{nodeId}` | Also re-links the chain
      around it |

      | Author or replace the whole graph | `PUT .../workflow` | Replaces
      everything you send |


      `PUT` is the only one that can re-wire, position nodes, build an `if`,
      save an unconfigured draft, or copy a whole workflow — and the only one
      that can overwrite a change someone else made after you read it. Use it
      when you are genuinely authoring the graph, and send `expectedVersion`
      when you do. For everything else the narrower endpoints are both easier
      and safer.
  - name: Contacts
    description: Contact list, filters, contact call history, and do-not-call actions.
  - name: GHL
    description: CRM variables and contact helpers used by agent and campaign setup flows.
  - name: Phone Numbers
    description: >-
      Caller ID pool, number search, assignment, movement, and release
      endpoints.
  - name: Power Dialer
    description: >-
      Power Dialer queue, lead cadence, callback, parked lead, and campaign
      schedule endpoints.
  - name: Projects
    description: >-
      Project management endpoints: list, update, disconnect, configure project
      campaigns, and validate setup.
  - name: Skills and Tools
    description: Manage reusable agent behaviors and in-call tool descriptions.
  - name: Voices
    description: Voice catalogue endpoints for choosing the voice used by an agent.
paths:
  /api/dashboard/transfer-rate-by-project:
    get:
      tags:
        - Analytics
      summary: Get transfer rate by project
      description: >-
        Returns the live-transfer rate for each project as transfers divided by
        leads, sorted highest first. Projects with no leads in the window are
        omitted rather than reported as a zero rate.


        Rows cover every project the caller can see, so an agency credential
        gets its own projects and a staff credential gets all of them.


        Allowed customer roles: `agency_admin`, `project_user`.


        Required API key scope: `dashboard:read`.
      operationId: get-dashboard-transfer-rate-by-project
      parameters:
        - name: dateFromUTC
          in: query
          required: false
          schema:
            type: string
            format: date-time
          description: Start of the reporting window as a UTC ISO timestamp.
          example: '2026-07-01T00:00:00.000Z'
        - name: dateToUTC
          in: query
          required: false
          schema:
            type: string
            format: date-time
          description: End of the reporting window as a UTC ISO timestamp.
          example: '2026-07-31T23:59:59.999Z'
        - name: projectName
          in: query
          required: false
          schema:
            type: string
            minLength: 1
          description: Restrict the comparison to a single project by name.
          example: Roofing Leads
        - name: agency
          in: query
          required: false
          schema:
            type: string
            minLength: 1
          description: Restrict the comparison to a single agency tag.
          example: acme-agency
        - name: projects
          in: query
          required: false
          schema:
            type: array
            items:
              type: string
              minLength: 1
          description: >-
            Restrict the comparison to these projects. Repeat the parameter for
            each name.
          example:
            - Roofing Leads
            - HVAC Leads
        - name: excludeProjects
          in: query
          required: false
          schema:
            type: array
            items:
              type: string
              minLength: 1
          description: >-
            Omit these projects from the comparison. Repeat the parameter for
            each name.
          example:
            - Sandbox Project
        - name: campaignId
          in: query
          required: false
          schema:
            type: string
            minLength: 1
          description: >-
            Restrict the comparison to the leads one campaign dialled. Only V2
            activity carries campaign attribution.
          example: cmp_9f7a123
        - name: masterCampaignId
          in: query
          required: false
          schema:
            type: string
            minLength: 1
          description: >-
            Restrict the comparison to the leads an entire master campaign
            dialled, across every linked project the caller can see. A master
            campaign is fanned out into one child campaign per project, each
            with its own id, so filtering by a single campaignId returns one
            project's share of it. Mutually exclusive with campaignId: the two
            are contradictory scopes rather than narrowing ones, and sending
            both is a 400.
          example: mc_84f1be18-2329-4af1-a2f0-abcf2170aba9
      responses:
        '200':
          description: Transfer rate per project.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnalyticsTransferRateByProjectResponse'
              examples:
                default:
                  value:
                    success: true
                    data:
                      - project: Roofing Leads
                        leads: 120
                        transfers: 44
                        transferRate: 36.67
                      - project: HVAC Leads
                        leads: 88
                        transfers: 5
                        transferRate: 5.68
        '400':
          description: A query parameter is malformed (e.g. an unparseable date).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnalyticsErrorResponse'
              examples:
                default:
                  value:
                    success: false
                    error: BadRequest
                    message: dateToUTC must be a valid ISO 8601 UTC date-time
        '401':
          description: Missing or invalid authentication.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnalyticsErrorResponse'
              examples:
                default:
                  value:
                    success: false
                    error: Unauthorized
        '403':
          description: The credential is authenticated but not scoped for `dashboard:read`.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnalyticsErrorResponse'
              examples:
                default:
                  value:
                    success: false
                    error: InsufficientScope
                    message: This API key does not have the required scope.
                    requiredScope: dashboard:read
        '429':
          description: Rate limit exceeded.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnalyticsErrorResponse'
              examples:
                default:
                  value:
                    success: false
                    error: TooManyRequests
        '500':
          description: Unexpected server error.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AnalyticsErrorResponse'
              examples:
                default:
                  value:
                    success: false
                    error: Unexpected server error.
      security:
        - ApiKeyAuth: []
      x-codeSamples:
        - lang: bash
          label: cURL
          source: |-
            curl --request GET \
              --url https://api.teamfollowup.ai/api/dashboard/transfer-rate-by-project \
              --header 'Authorization: Bearer YOUR_API_KEY'
components:
  schemas:
    AnalyticsTransferRateByProjectResponse:
      type: object
      additionalProperties: false
      required:
        - success
        - data
      properties:
        success:
          type: boolean
          example: true
        data:
          type: array
          description: >-
            One row per project, sorted by transfer rate descending. Projects
            with no leads in the window are omitted.
          items:
            $ref: '#/components/schemas/AnalyticsTransferRateByProject'
    AnalyticsErrorResponse:
      type: object
      additionalProperties: false
      required:
        - success
        - error
      properties:
        success:
          type: boolean
          example: false
        error:
          type: string
          example: Unauthorized
        message:
          type: string
          example: The request is not permitted.
        requiredScope:
          type: string
          description: On a scope refusal, the scope the credential was missing.
          example: dashboard:read
    AnalyticsTransferRateByProject:
      type: object
      additionalProperties: false
      required:
        - project
        - leads
        - transfers
        - transferRate
      properties:
        project:
          type: string
          description: Project (business) name.
        leads:
          type: integer
          description: Distinct leads dialled in the window.
        transfers:
          type: integer
          description: Live transfers completed in the window.
        transferRate:
          type: number
          description: Transfers as a percentage of leads, to two decimal places.
  securitySchemes:
    ApiKeyAuth:
      type: http
      scheme: bearer
      bearerFormat: API key
      description: 'Send your API key as `Authorization: Bearer YOUR_API_KEY`.'

````