Built by Halo AI. The connection is made from the Halo app via OAuth.
Start Here
Halo is an AI support agent platform built by Halo AI. When you connect it to your OrbitForms workspace, Halo’s agents can answer customer questions using your forms, submissions, and help content — and hand off to your team when a human is needed. Once connected, the Halo card on your Integrations page shows as Installed.Key Features
- AI Support Agents — trained on your forms, submissions, and docs
- Lead Capture — capture and qualify leads from conversations
- Human Handoff — escalate to your inbox when the AI needs help
- Secure OAuth — scoped, revocable access to your workspace
Setting Up the Integration
1
Open Halo
Sign in to Halo and start the Orbit connection from their app.
2
Authorize via OAuth
You’ll be redirected to OrbitForms to approve the scopes Halo requests. Review them and authorize.
3
Choose your data
In Halo, pick the forms and content the agent can use to answer questions.
4
Verify in OrbitForms
Open Integrations → Halo in your OrbitForms dashboard. The card shows “Installed” once the connection is active.
Disconnecting
- Disconnect from within the Halo app — this revokes Halo’s OAuth tokens immediately
- The Halo card in OrbitForms flips back to “Not installed” automatically
- Deleting the Halo OAuth app from your Developer Portal also revokes all of its tokens
Troubleshooting
The card shows "Not installed" after connecting?
The card shows "Not installed" after connecting?
The status updates when Halo completes the OAuth flow. Refresh the Integrations page, and make sure you authorized the correct workspace.
Halo can't see my forms?
Halo can't see my forms?
Check the scopes you approved during authorization — Halo needs
forms:read at minimum to list your forms.How do I revoke access?
How do I revoke access?
Disconnect from the Halo app, or delete the Halo app from your Developer Portal to revoke all tokens.