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

# Rootly AI in Slack

> Turn on Rootly AI in Slack with one toggle and a Slack reconnect, then use it in incident channels, the Slack assistant pane, and DMs.

Rootly AI in Slack is the [Rootly AI agent](https://docs.rootly.com/ai/communication-channels/overview.md) running inside your Slack workspace. This page covers Slack setup and where to find Rootly AI in Slack. For how the agent works on every platform, see [Using Rootly AI](https://docs.rootly.com/ai/communication-channels/using-rootly-ai.md).

## Prerequisites

* The [Slack integration](https://docs.rootly.com/integrations/slack/slack.md) is installed and connected to your Rootly workspace.
* You are an Incident Response Owner or Admin with an Incident Response seat.

Once Rootly AI in Slack is on, anyone with an [Incident Response role](https://docs.rootly.com/ai/communication-channels/overview.md#who-can-use-rootly-ai) can use it.

***

## Turn On Rootly AI in Slack

Setup is one toggle in Rootly plus a Slack reconnect. Reconnecting reinstalls the app with the scopes Rootly AI needs; your existing channels and workflows are unaffected.

**1. Turn on Rootly Agent in Slack**

In Rootly, open **AI & Agents**. Confirm **Opt in to Rootly AI capabilities** is on under **Global**, then toggle **Rootly Agent in Slack** on under **Features**.

**2. Refresh the Slack Connection**

Go to **Settings → Integrations → Slack** and click **Refresh Connection** in the banner at the top of the page. A Slack workspace admin clicks **Allow** to re-grant the scopes Rootly AI needs.

There is no need to disconnect first. Refreshing reinstalls the app with its current scopes and leaves your workspace selection, channels, Smart Defaults, and workflows intact. See [Refresh and Reconnect](https://docs.rootly.com/integrations/slack/slack.md#refresh-connection) for the full walkthrough.

***

## Where to Use Rootly AI in Slack

Rootly AI is added automatically to incident channels created through Rootly. Declare an incident with `/rootly new`, then mention `@Rootly` in the channel or thread and ask "catch me up" or "page the database on-call team". Rootly AI always replies in-thread.

| Where | Can it act? | Best for |
| :- | :- | :- |
| **Incident channel** | Yes, the full action set | Running the incident: updates, paging, roles, and comms where the whole team sees them |
| **Slack assistant pane** | Questions, schedule overrides, and supported connector actions | Catching up on the incident in view without distracting the responding team |
| **Direct message** | Questions, schedule overrides, and supported connector actions | On-call lookups and overrides, incidents you're not actively in, personal questions like "What action items are assigned to me?" |

Every surface requires an [Incident Response role](https://docs.rootly.com/ai/communication-channels/overview.md#who-can-use-rootly-ai). Your Rootly permissions govern which incidents and Rootly records you can see. Data from a connector is scoped to its connected provider account; see the connector's guide for any additional Rootly permission check.

> [!TIP]
>
> Ask questions in the incident channel when the context might be relevant to other teammates, so they can also benefit from the reply.

### Opening Each Surface

* **Incident channel.** Type `@Rootly` in the incident's Slack channel or in a thread on it. Rootly replies in-thread with the incident's context.
* **Slack assistant pane.** Click Rootly in Slack's channel sidebar or split view to open a private chat scoped to that channel. In an incident channel, the incident context is carried automatically.
* **Direct message.** Message the Rootly app directly from your Slack sidebar, or open it from Slack's **Agents & tools** sidebar tab (look under **More** if the tab isn't visible). Opens a fresh chat with no channel context.

For how Slack organizes AI agents in the sidebar, see Slack's [Work with AI agents in Slack](https://slack.com/help/articles/33076000248851-Work-with-AI-agents-in-Slack) guide.

***

## Your First Interaction

In any channel Rootly AI is a member of, type `@Rootly` and ask a question.

![The Rootly agent's kickoff message in a new incident channel: title, commander, description, and a prompt to mention @Rootly for help](https://mintcdn.com/rootly/hTFFtLF6_PrP7c0q/images/ai/slack_ai_new_channel_message.webp?fit=max\&auto=format\&n=hTFFtLF6_PrP7c0q\&q=85\&s=cc180dc49bba446f5bef00b06fa0f90b)

Rootly AI receives your request and responds in the same thread.

### Try These First

* "Catch me up"
* "Who's on call?"
* "Escalate to SEV1"
* "What are the open action items?"

***

## Slack-Specific Troubleshooting

| What you're seeing | The fix |
| :- | :- |
| `"AI agent is not enabled for this team."` | An admin opens **AI & Agents**, turns on **Opt in to Rootly AI capabilities** and **Rootly Agent in Slack**, then clicks [**Refresh Connection**](https://docs.rootly.com/integrations/slack/slack.md#refresh-connection) on the Slack integration page. |
| Rootly AI stopped responding after a Slack Enterprise Grid migration | The Rootly Slack integration is probably still installed at the old workspace level while Slack now expects an org-level install. Reinstall Rootly at the Enterprise Grid org level — see [Switching From a Workspace Install to Enterprise Grid](https://docs.rootly.com/integrations/slack/slack.md#switching-from-a-workspace-install-to-enterprise-grid). |
| Rootly AI answers, but a Slack action fails on permissions | The install predates the scopes the action needs. Click [**Refresh Connection**](https://docs.rootly.com/integrations/slack/slack.md#refresh-connection). No disconnect required. |
| Your role recently changed | Sign out of Slack and back in so Rootly AI picks up your current identity. |

For issues that apply on every platform, see [Troubleshooting](https://docs.rootly.com/ai/communication-channels/troubleshooting.md).

***

## Related Pages

> [card] [AI Agent in Communication Channels](https://docs.rootly.com/ai/communication-channels/overview.md)
>
> What Rootly AI is and everything it can do.

> [card] [Using Rootly AI](https://docs.rootly.com/ai/communication-channels/using-rootly-ai.md)
>
> How clarification cards work and how actions run.

> [card] [What to Use Rootly AI For](https://docs.rootly.com/ai/communication-channels/what-to-use-rootly-for.md)
>
> The full catalog of prompts, grouped by use case.

> [card] [Slack Integration](https://docs.rootly.com/integrations/slack/slack.md)
>
> Install, refresh, and configure the Slack integration.


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