Core Concepts

A Form is the primary building block in Orbit AI. Each form contains a collection of fields that collect specific information from your users. Forms can be published with a unique URL or embedded on your website.

Every form belongs to a Team and can be accessed and edited by all team members. Forms have their own settings for styling, notifications, and integrations.

Orbit AI offers two distinct form experiences:

You can switch between form types at any time without losing your fields.

Fields are the individual questions or inputs in your form. Each field has a type that determines what kind of data it collects (text, email, number, etc.) and how it's displayed to users.

Fields can be configured with:

• Label — The question or prompt shown to users
• Placeholder — Example text shown in empty inputs
• Help Text — Additional context or instructions
• Required — Whether the field must be filled before submitting
• Validation — Rules for acceptable input (min/max, patterns)

A Submission is created each time a user completes and submits your form. It contains all the data they entered, along with metadata like submission time and source information.

Submissions can be viewed in the dashboard, exported as CSV, or automatically sent to your connected integrations (CRMs, email tools, webhooks).

Teams are the organizational unit in Orbit AI. All forms, submissions, and settings belong to a team. When you sign up, a default team is created for you.

You can invite team members to collaborate on forms, view submissions, and manage settings. Team members share access to all forms within the team.

Integrations connect your Orbit AI forms to other tools in your stack. When a form is submitted, data can be automatically sent to:

• CRMs like Salesforce, HubSpot, and Close
• Marketing tools like Mailchimp and ActiveCampaign
• Spreadsheets like Google Sheets and Airtable
• Custom webhooks for any destination