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 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.

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Prerequisites

• The Slack integration 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 can use it.

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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 for the full walkthrough.

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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. 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.

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

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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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Your First Interaction

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

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

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Try These First

• “Catch me up”
• “Who’s on call?”
• “Escalate to SEV1”
• “What are the open action items?”

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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 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.
Rootly AI answers, but a Slack action fails on permissions	The install predates the scopes the action needs. Click 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.

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Related Pages

AI Agent in Communication Channels

What Rootly AI is and everything it can do.

Using Rootly AI

How clarification cards work and how actions run.

What to Use Rootly AI For

The full catalog of prompts, grouped by use case.

Slack Integration

Install, refresh, and configure the Slack integration.