Artemis Documentation

Organization, custom roles and permissions, entities, languages, currencies, working hours and distribution settings.

• Setting up your organisationThe order to configure things in: languages and currencies, entities, users, roles and distribution settings.
• Custom roles and permissionsHow to define a role, what granular permissions cover, and how role dashboards follow from them.

Lead creation, sources, duplicate detection, distribution, reminders, forms and the Lead Workspace.

• Lead distributionHow incoming leads are assigned, what the distribution settings control, and what to check when a lead is not assigned.

Native email, SMS and in-app notifications, templates, provider integrations, webhooks and the Respond.io reference integration.

• Connecting a messaging providerThe three independent integration patterns, which to implement first, and what Artemis handles natively.