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 AI in Slack is on, any user in your team’s workspace can start interacting with Rootly AI.

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Getting started

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Enabling Rootly AI in Slack

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

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Reconnecting Slack

After enabling the toggle, 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 Rootly AI 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 AI in Slack

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

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Mention Rootly AI in a channel

In any channel Rootly AI is a member of, try typing @Rootly and asking a question. If you’re in an active incident channel, Rootly AI 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 while viewing the incident channel to talk to Rootly AI in a private context. Click Add agent in the top-right of Slack 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 Rootly AI directly

In Slack, you can also DM Rootly AI directly for generic questions about your workspace. From this surface, Rootly AI can only read from your Rootly data — it can’t take actions.

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What to ask next

Rootly AI 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?”