After completing the initial configuration, you can manage PagerDuty incidents in Slack.

Link User Accounts

In order for users to be able to perform PagerDuty actions from within Slack or create new channel connections on the PagerDuty side, users must first link their PagerDuty and Slack user accounts. This user-linking can be performed by each user as soon as the initial configuration has been completed for a given PagerDuty account and Slack workspace and can be initiated from either PagerDuty or Slack. The following describes how to link user accounts from Slack:

1. In a public Slack channel, run the command /pd oncall, then, if prompted, choose the desired PagerDuty account.
2. You'll receive a private message prompt in the same Slack channel; click the provided hyperlink to link your accounts.
3. You’ll be directed to log into your PagerDuty account (make sure that you select the correct region and correct sign-on method (SSO or not) appropriate to your PagerDuty account); once you’ve completed authentication to the PagerDuty account, your Slack and PagerDuty users have been successfully linked.

Available Slash Commands

Once the updated integration has been installed, new slash commands will be available. You can run the following slash commands from any Slack channel that is connected with PagerDuty:

• /pd help: Display a help message with a list of available slash commands.

• /pd trigger: Trigger a new PagerDuty incident within the Slack interface.

  • Enter the following information and click Create:

    Field Name	Description
    Title	Enter a title for the incident.
    Incident Type	Select an Incident Type from the dropdown. Default is Base Incident.
    Impacted Service	Select a service from the dropdown.
    Description (optional)	Enter a description for the incident.
    Urgency (optional)	Select an Urgency for the incident.
    Priority (optional)	Select an Incident Priority from the dropdown.
    Assign To	Search and select a user or Escalation Policy to assign the incident to.

    
    

• /pd insights: Configure the PagerDuty Analytics Slack integration to send recurring insights to Slack.

• /pd oncall: View who is on call for a PagerDuty service.

• /pd unlink: Unlink your current Slack user from your PagerDuty user.

• /pd invite @[Slack User Name]: Invites the specified Slack user as a responder to your PagerDuty account.

• /pd connect: Connect a service or Team to the current Slack channel. Choose to receive notifications as a Responder or Stakeholder.

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PagerDuty EU

If your PagerDuty account is in the EU service region, you'll need to use /pdeu to run all slash commands instead of /pd.

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Required Permissions

/pd oncall requires channel-specific permissions. You must invite @PagerDuty to private Slack channels in order to use this Slack slash command.

It is not possible to use this command in other direct messages outside of a direct message with @PagerDuty.

Incident Actions

When an incident is triggered, the incident notification message in Slack will display options for the following incident actions:

• Acknowledge: Acknowledge the incident.
• Resolve: Resolve the incident.
• Run a Workflow: Run an Incident Workflow.
  1. Click Run a Workflow.
  2. Select an Incident Workflow from the dropdown.
  3. Click Run.
• More actions…: Select the dropdown to access the below actions. Note: Not all actions are available on all pricing plans. Please contact Sales to upgrade to a pricing plan that offers any features not present in your account.
  • Add a Note : Add a note to the incident.
  • Add Responder: Add a responder to the incident.
  • View Details: View incident details within the PagerDuty web app.
  • Add Task: Create and assign an Incident Task.
  • View Tasks: View existing Incident Tasks for this incident.
  • Assign Roles: Assign Incident Roles to responders.
  • Change Priority : Change an incident’s priority.
  • Reassign: Reassign the incident to another user.
  • Escalate: Escalate the incident to the next on-call responder.
  • View | Create Channel: Create an on-demand Slack channel for the current incident.
  • New Status Update: Create a new status update for the incident.
  • Run an Action: Run an Automation Action.

View Impacted Applications in Slack

View customer service application impact during an incident in Slack. Services with Salesforce or Zendesk integrations will list the number of cases related to the current incident, with links to individual cases.

To view individual cases:

1. To the right of the application you would like to view, click [#] Cases.
2. You will see a list of related cases in the modal that appears. Click a case number to navigate to the integrated application and view the case.

Create On-Demand Slack Channels

With this integration, PagerDuty users can create on-demand Slack channels from PagerDuty incidents, and from Slack incident notifications. The following features are available:

• You may fully manage the incident using incident actions.
• View all incident updates within the channel.
• Added responders will be automatically added to the channel.
• A dynamic conference bridge will be automatically added to the incident channel.

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User Permissions

• When you click Set Channel you may be prompted to authorize the connection between your PagerDuty and Slack accounts again, as PagerDuty will attempt to create a channel on behalf of your Slack user account.
• You will only be able to view channels that you have permission to access in Slack.
• If you do not have permission in Slack to create channels, you will not be able to create them from a PagerDuty incident’s Set Channel link.
• If your PagerDuty account is connected to multiple Slack workspaces, you will have the option to select which workspace to use.

Create a Slack Channel from a PagerDuty Incident

1. In the PagerDuty web app, navigate to your desired PagerDuty incident and click its Title to view the incident details screen.
2. Click Set Channel to create an incident-specific Slack channel.

3. Select from the following options:
   • Select existing Slack channel for this incident: Search and select an existing Slack channel.
   • Create a new Slack channel for this incident: You may use the auto-populated incident Slack channel title, or enter a new one. You may also select whether you would like the channel to be Public or Private.
   • Click Set Channel.
4. The channel will be automatically created in Slack.

Create a Slack Channel from a Slack Incident Notification

1. In Slack, navigate to your desired ​​PagerDuty incident notification.
2. Click More actions... and select View | Create Channel. The integration will automatically create a Slack channel (which will include a Zoom conference bridge link) for this incident.

Create an Incident Trigger Slack Workflow

Slack workflows can be used to trigger PagerDuty incidents via Slack with pre-configured details such as the associated service. This option is useful for employees who do not have PagerDuty licenses, but still need to be able to trigger PagerDuty incidents in Slack.

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Slack’s New Workflows

With the deprecation of Slack’s legacy workflows, we highly recommend utilizing Slack's new Workflow Builder for creating incident trigger workflows.

The new Workflow Builder’s PagerDuty connector steps were developed by Slack. For issues or concerns with these connector steps, please reach out to Slack’s Support team.

1. In your Slack desktop app, click the top left Workspace dropdown and select Tools  Workflow Builder.

2. Click Create Workflow. Select the option for how you’d like to start the workflow. Enter the required information, if any, then click Continue.

3. Next, you will create a form for users to enter information about the incident. On the Steps panel, search for or select Collect info in a form.

4. In the Collect info in a form modal, enter the following information:

   Field	Value
   Title	Enter a Title for the form, such as Trigger PD incident.
   Answer format	Select Single line of text in the dropdown.
   Your question	Enter a Title. This will be the title of the incident that triggers.
   Make this required	Enable this checkbox.

5. Click Save.

6. Next, on the Steps panel, search or select the PagerDuty connector’s Trigger an incident step.

7. On the Trigger an incident modal:

   1. Click Edit next to the option PagerDuty account being used for this step.
      On the Accounts modal, select whose PagerDuty account should be used for triggering an incident.
      To use a different PagerDuty user account, click Switch Accounts, then select an account from the list of connected accounts, or connect a new account. After selecting a PagerDuty account, click Save.

   2. Enter the following information:

      Field	Value
      Incident title	Click Insert a variable and select Answer to: Title to add the Title value collected from the form.
      Incident details	Enter your preferred message to be sent with the workflow. You have the option to include variables that contain PagerDuty Incident, Escalation policy, Service, and Team data by clicking Insert a variable under the message form.
      Service	Select the preferred Service for the new incident.
      Escalation policy	Select the preferred Escalation Policy for the new incident.

   3. Click Save.

8. If you would like to add an optional message when someone uses this workflow, continue to step 9. If you do not want to add a message, skip to step 10.

9. (Optional) On the Steps panel, search for or select the Send a message to a channel step.

   On the Send a message to a channel modal, enter the following information:

   Field	Value
   Select a channel	Select Channel where the workflow was used.
   Add a message	Enter your preferred message to be sent with the workflow. Click Insert a variable under the message form to include variables that contain PagerDuty Incident, Escalation Policy, Service, and/or Team data.

   Click Save.

10. Click Finish Up in the upper right. Enter the workflow’s details and permissions, then click Publish.

Use an Incident Trigger Slack Workflow

1. In your Slack desktop app, select a channel with an Incident Trigger Slack Workflow configured click the Shortcuts at the bottom left of your text field select the Trigger PD incident workflow.
2. Enter a Title for the incident and click Submit.

This will create an incident in PagerDuty, and you will also be able to see the incident details in your Slack channel.

Add a Slack Contact Method

Once the Slack integration has been configured, you can add Slack as an incident contact method. Please see our User Profile article for more information.