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

# Halo Integration

> AI support agents that answer from your Orbit data

<img src="https://mintcdn.com/orbitai-d647f397/-IJw4rz4cgghZ2zC/_images/integrations/halo.svg?fit=max&auto=format&n=-IJw4rz4cgghZ2zC&q=85&s=59197a34b1e727b371dc01116c9bcc23" alt="Halo" width="32" height="32" data-path="_images/integrations/halo.svg" />

<Note>Built by **Halo AI**. The connection is made from the Halo app via OAuth.</Note>

## 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

<Steps>
  <Step title="Open Halo">
    Sign in to Halo and start the Orbit connection from their app.
  </Step>

  <Step title="Authorize via OAuth">
    You'll be redirected to OrbitForms to approve the scopes Halo requests. Review them and authorize.
  </Step>

  <Step title="Choose your data">
    In Halo, pick the forms and content the agent can use to answer questions.
  </Step>

  <Step title="Verify in OrbitForms">
    Open **Integrations → Halo** in your OrbitForms dashboard. The card shows "Installed" once the connection is active.
  </Step>
</Steps>

## 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

<AccordionGroup>
  <Accordion title="The card shows &#x22;Not installed&#x22; after connecting?">
    The status updates when Halo completes the OAuth flow. Refresh the Integrations page, and make sure you authorized the correct workspace.
  </Accordion>

  <Accordion title="Halo can't see my forms?">
    Check the scopes you approved during authorization — Halo needs `forms:read` at minimum to list your forms.
  </Accordion>

  <Accordion title="How do I revoke access?">
    Disconnect from the Halo app, or delete the Halo app from your Developer Portal to revoke all tokens.
  </Accordion>
</AccordionGroup>

## Resources

* [Halo Website](https://www.haloagents.ai)
* [Privacy Policy](https://www.haloagents.ai/privacy)
* [Terms of Service](https://www.haloagents.ai/terms)