> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.hollr.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.hollr.ai/_mcp/server.

# Platform walkthrough

Everything an agent needs to run — its persona, its knowledge, the number it dials from, and the calls it places — is configured in the HollrAI dashboard at [app.hollr.ai](https://app.hollr.ai). This section walks through each page in the order most accounts move through it, so you can go from a blank workspace to a live, callable agent.

<img src="https://fdr-prod-docs-files-public.s3.us-east-1.amazonaws.com/hollr.docs.buildwithfern.com/7e9dd491439aa2b8dd8800f4a27d759ada6f58e2168aab83ad064748532975ef/docs/assets/platform/product-overview.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA6KXJSKKNFOCF7G4B%2F20260813%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260813T115254Z&X-Amz-Expires=604800&X-Amz-Signature=beaf270ac615af1abe3a4a973799e2ecf21aa5e1bb8d7b3a41d66583e41869eb&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject" alt="HollrAI dashboard overview page showing the account's virtual phone number, call volume metrics, and recent calls" />

This section documents the dashboard UI. If you're integrating programmatically instead, the [Core concepts](/making-calls) pages cover the equivalent API workflows for triggering calls and reading conversation data.

## The configuration path

#### Build the agent

Define your agent's identity, conversational behavior, call-handling rules, and the structured data it should capture during a call.

[Go to Agent →](/platform/agent)

#### Add a knowledge base (optional)

If your agent needs to answer from your own content — a product catalog, a policy document, a site's worth of FAQs — index it here. Skip this step for agents that only need their system prompt.

[Go to Knowledge Base →](/platform/knowledge-base)

#### Complete compliance and provision a number

Verify your account and acquire the virtual phone number your agent will call from or receive calls on.

[Go to Settings →](/platform/settings)

#### Place calls

For outbound use cases, trigger individual calls or launch batches from the dashboard. For inbound use cases, enable inbound calling on your provisioned number instead.

[Go to Outgoing →](/platform/outgoing)

#### Review call outcomes

Read transcripts, AI-generated summaries, sentiment, recordings, and any structured data your agent captured.

[Go to Conversations →](/platform/conversations)

## Pages in this section

#### [Agent](/platform/agent)

Configure identity, call-handling logic, keyword capture, and webhooks

#### [Knowledge Base](/platform/knowledge-base)

Ground agent responses in documents, a website, or FAQ pairs

#### [Settings](/platform/settings)

Verify compliance and provision virtual phone numbers

#### [Outgoing](/platform/outgoing)

Place individual calls or launch calling batches

#### [Conversations](/platform/conversations)

Review transcripts, summaries, sentiment, and captured data