Rootly AI Editor

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Overview

The Rootly AI Editor helps you improve your writing across the Rootly platform with quick, Rootly AI-powered edits. Available in all text fields, the editor makes it easy to clean up spelling and grammar, adjust length, or simplify language — without leaving your workflow. Whether you’re drafting an incident description, writing a customer update, or polishing a retrospective, the Rootly AI Editor provides fast, contextual suggestions you can review and apply instantly.

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Available Editing Actions

The Rootly AI Editor supports four editing operations:

• Fix spelling & grammar
  Corrects spelling mistakes and grammatical errors while preserving your original meaning.
• Make shorter
  Condenses text by removing unnecessary words and phrases while keeping the intent intact.
• Make longer
  Expands text with additional clarity or detail when more context is needed.
• Simplify language
  Rewrites complex or technical language into clearer, more accessible wording.

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How to Use the Rootly AI Editor

1. Highlight text
   Select any text in a supported text field.
2. Open the Rootly AI menu
   A floating Ask AI button appears near your selection.
3. Choose an action
   Select one of the available editing options.
4. Review the result
   After generation, you can:
   • Accept the suggestion
   • Try Again to regenerate
   • Reject and keep your original text

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Where It’s Available

The Rootly AI Editor works in all supported text fields across the platform, including:

• Incident descriptions and summaries
• Communications and status updates
• Retrospectives and postmortems
• Action items and follow-ups
• Custom form fields
• Any other rich text or standard text input

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How It Works

When you select text and choose an editing action, Rootly AI applies the requested transformation and returns a revised version for your review. All edits are suggestions — you stay in control and decide whether to apply them.

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Configuration

The Rootly AI Editor is available to all customers but must be explicitly enabled. To enable the editor:

1. Navigate to Rootly AI
2. Toggle on Enable Rootly AI
3. Ensure the Ask Rootly AI in Web toggle is enabled (this includes the Rootly AI Editor)

Only Admins can enable Rootly AI features. Once enabled, no additional configuration is required — the editor is automatically available in supported text fields.

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Troubleshooting