Using Rootly AI in Slack

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Where to Interact With Rootly AI

Rootly AI is added automatically to incident channels created through Rootly. Get started by declaring 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. The channel is one of three surfaces: Every surface requires an Incident Response role. 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.

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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 guide.

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Interacting With Rootly AI

While Rootly AI works, a status indicator shows what it’s doing, for example “Checking who’s on call”. Replies include the answer and a confirmation of any action taken.

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Giving Feedback

Rate replies with 👍 / 👎. Feedback flows into Rootly’s evaluation pipeline and does not directly fine-tune the model.

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Providing Clarifications

If something is ambiguous or required data is missing, Rootly AI asks rather than guesses.

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Using Clarification Cards

Based on how much input Rootly AI needs, you’ll be able to reply via: Cards expire after 60 minutes. Re-ask your question to get a fresh card.

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Taking Action With Rootly AI

Ask for an action and Rootly AI runs it, confirming what it did in its reply. When an action is destructive, or Rootly AI wants your sign-off first, it posts the change as a card with a Confirm button and runs only after you approve. If anything fails, Rootly AI tells you why in the same thread. Every Rootly-native action is capped at your Rootly permissions and attributed to you in the audit trail. Rootly AI cannot perform a Rootly action you couldn’t perform yourself in the Rootly web app. An AI connector can use a provider account shared by the team for both reads and actions. The AI connector’s Rootly permission checks determine who may use each tool, and the connected provider account determines which provider data and operations are available. For example, every Slack AI user can use Devin’s repository tools and supported read-only platform actions against data available to the service user, while actions that change Devin resources additionally require permission to manage AI connectors. Private Agent is an Early Preview for approved customers. If it and AI SRE are enabled for the selected team, Rootly AI can also call capabilities inside your network. The tool is offered and checked against your Rootly role, and the agent enforces its local policy. Owners and admins can use registered safe-read, sensitive-read, and write tiers; users can use safe reads. See the Private Agent security model before enabling a capability.

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Worked Example: Paging an On-Call Team

This shows the clarification flow in action:

• Type @Rootly page the team in the incident channel.
• Rootly AI searches your Rootly catalog for the team to page.
• If multiple teams match, Rootly AI posts a clarification card: "Which team do you want to page?" with a dropdown. You pick one and click Confirm.
  
• Rootly AI pages via Rootly On-Call to the team’s current on-call, using their configured notification preferences. Rootly AI replies: "Page request submitted to Rootly On-Call for the Rootly team." The audit trail attributes the page to you, not to Rootly AI.
• If you don’t have permission to page in Rootly, Rootly AI tells you so and stops.

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