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Overview summary response shape

GET /api/v1/wfm/summary aggregates the whole scheduling overview in one response. The blocks below are the same shape the endpoint returns — every count is as-of-query-time, mirroring the list endpoints it reads from, so the KPI chip on the dashboard and the drill-in page it links to never disagree. Pass ?date=YYYY-MM-DD to pin a day; omit it and the date resolves to the tenant’s local operating day (same resolution the intraday panels use). The Node SDK has no typed summary() helper — call it through the generic request() escape hatch below. Request
Field semantics:
  • operating_date_is_override — true when you passed ?date=YYYY-MM-DD explicitly; false when the date resolved to your tenant’s local operating day (the same resolution the intraday staffing and adherence panels use).
  • forecast — null when no forecast rows exist for the day; otherwise per-channel required agent-minutes (required_agents × interval), resolved with the same math the forecast scheduler writes.
  • staffing — null when no roster exists for the day; otherwise the distinct agents rostered, assignment rows, and shift-window minutes (paid-included) resolved in each shift’s local timezone — matching the adherence scorer exactly across DST boundaries and midnight-spanning shifts.
  • requests — the agent self-serve queue; scoped to the caller. Managers (“owner”/“admin”) see org-wide counts; agents see only their own pending requests — the same scoping /wfm/requests applies, so the chip total and the page count cannot diverge.
  • adherence — live open events right now, split into currently non-adherent and awaiting-the-scorer buckets.
  • exceptions — adherence exceptions pending supervisor review only; approved/denied/cancelled close them, mirroring /wfm/adherence-exceptions.

Worked request and response samples

Copy the request as written, substitute your own ids, and compare the response envelope — a success in the same shape the numbered error sections spell out.

Open a shift for bids

POST /api/v1/wfm/open-shifts
Publish the shift to agents holding the required skill; the bid list endpoint tracks the claims until you fill it. Request