Getting Started

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Prerequisites

• The Slack integration must be installed and connected to your Rootly workspace.
• You are a Rootly Admin. Once @Rootly in Slack is on, any user in your team’s workspace can start interacting with the assistant in Slack.

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Getting started

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Enabling @Rootly in Slack

• In Rootly, go to Configuration → Rootly AI
• At the top of the page, you will find a toggle to enable @Rootly in Slack

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Reconnecting Slack

After enabling @Rootly in Slack, the Slack app needs to pick up the new updates. You will need to reconnect your Slack integration for these changes to take effect.

• In Rootly, go to Configuration → Integrations → Slack
• Click the Disconnect on your existing Slack integration

• Click Connect Slack again. You’ll be sent through Slack’s approval flow. Click Allow to re-grant permissions with the new scopes the assistant needs.

• The Slack OAuth screen is the only step that touches Slack directly. You don’t need to uninstall the Rootly app from Slack, and you don’t need to modify your Slack workspace settings.

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Using @Rootly in Slack

After you have enabled @Rootly in Slack and have re-authenticated your Slack integration, you can start using the assistant in any incident channel it’s invited to. You can try these three things:

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Mention the bot in a channel

In any channel the Rootly assistant is a member of, try typing @Rootly and asking a question. If you’re in an active incident channel, the assistant receives your request and responds in the same thread.

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Using the Slack AI Assistant pane

In Slack, you can open the AI assistant pane when looking at the incident channel to speak to the assistant in a private context. To do so, click the Add agent on the top right of the Slack browser and select Rootly from the list of available options in your Slack workspace. Once you select Rootly, a new chat will appear on the side pane where you’ll be able to ask questions about the incident in your main Slack view.

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Messaging the bot directly

In Slack, you can also message the assistant directly about generic questions related to your workspace. From this surface, the assistant can only read from your Rootly data, and not take actions.

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What to ask next

The bot is automatically present in incident channels created by Rootly. When you are in an incident channel, you can try asking questions like:

• “Catch me up”
• “Who’s on call?”
• “I’ll take commander”
• “Escalate to SEV1”
• “Summarize so far”
• “Open action items?”
• “Draft customer update”
• “Generate retro summary”
• “What are the open action items?”