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Incident and on-call management with PagerDuty

Learn how to install and customize incident management solution


On-call management with PagerDuty​

On-call management with PagerDuty

App directory also presents a seperate app for On-call management with PagerDuty. By installing this app, you can

  • Hand off your on-calls from Slack or take the on-call for a selected schedule.
  • Check PagerDuty on-call list via Slack and see who's on call at any given time or list your own on-calls.

You can get started right away after completing your PagerDuty connection! After that you can run /actioner in Slack and then select On-call handoff workflow. On the opening screen, you can select the schedule for hand-off request, select the channel to post your request, and enter start and end times.

Incident and on-call management with PagerDuty​

Install incident and on-call management with PagerDuty from app directory and start using it by connecting your PagerDuty and Slack accounts.

Get started as a user

If you are invited to this app as a user, proceed to Get started as a user section to learn how to connect your PagerDuty account.

Features​

Visit this link to learn about incident management use cases.

  • 🚨 PagerDuty notifications in Slack: Stay informed about PagerDuty incidents and efficiently manage their lifecycle in dedicated war rooms.
  • πŸš€ Take PagerDuty actions in Slack: Initiate PagerDuty incidents directly from Slack using the fire πŸ”₯ emoji. Assign, update incidents, and add notes or responders seamlessly within Slack.
  • πŸ“‹ Post-incident checklist: Promptly remind incident responders of critical tasks within incident war rooms.
  • πŸ”„ On-call management: Streamline on-call handoffs directly from Slack. Track and collect handoff requests in one channel, assume on-call responsibilities with a single click, and inform your colleaguesβ€”all in one place. Check on-call schedules effortlessly.

How to get started​

Step 1. Install incident and on-call management with PagerDuty​

Visit incident and on-call management with PagerDuty in app directory and click Install button at top right corner.

Install incident and on-call management with PagerDuty

Step 2. Connect to PagerDuty and Slack​

After installing the app, you'll be prompted to connect your Slack workspace and PagerDuty account.

Connections for incident and on-call management with PagerDuty

Complete PagerDuty connection​

  1. Click Connect near PagerDuty connection and proceed to authentication in PagerDuty via OAuth2.
  2. You will be directed to a new tab. Select your Service Region and login to your PagerDuty account.
  3. If you have multiple PagerDuty accounts, select the one that you want to connect to Actioner.
  4. Click Submit Consent to grant permission to Actioner app in PagerDuty. You’ll be redirected to Actioner upon successful authorization.

Complete Slack connection​

If you have not connected your Slack workspace, you can click Connect near Slack connection.

Slack connection

You can also add your Slack workspace by navigating to Workspace settings page from left menu and then switching to Slack workspace tab.

If you do not see Workspace settings page, contact with your workspace admin.

Step 3. Complete setup​

Setup incident and on-call management with PagerDuty

  1. Run Subscribe to PagerDuty events action first.

    This workflow creates a webhook on PagerDuty to subscribe to incident events. You need to select a scope type to create this webhook.

    • If you select Account as the scope type, Actioner will receive all incident events from your account.
    • If you select Service or Team as the scope type, Actioner will only receive the incident events from the selected team/service incidents.
  2. Run Set broadcast channel action.

    This workflow creates a broadcast channel on Slack with a given prefix. When there is a new incident on PagerDuty, a summary post will be sent to this channel, and incident updates will be regularly reflected on the post. If you do not specify the prefix, the channel will be created as #actioner-broadcast

    If you do not specify the prefix, the channel will be created as #actioner-broadcast.

  3. Run Set problem reporting channel action.

    This workflow creates a problem reporting channel on Slack with a given prefix. When someone puts a fire emoji on this channel, Actioner will create a PagerDuty incident on the selected service.

    If you do not specify the prefix, the channel will be created as #actioner-problem-reporting.

Step 4. Invite your team​

By default Everyone in your Actioner workspace is added to your app as Runner.

To grant app admin permission to a user, go to the Permissions tab of your app and add users or groups via + Add permission button. If you can't find the users you want to add, ensure they have been invited to your Actioner workspace.

Permissions for incident and on-call management with PagerDuty

Get started as a user​

If you are invited to this app as a user, you need to complete PagerDuty connection. This connection is required for you to take actions on PagerDuty and to run workflows from Actioner shortcut in Slack.

  1. Navigate to PagerDuty connection, click Connect and proceed to authentication in PagerDuty via OAuth2.
  2. You will be directed to a new tab. Select your Service Region and login to your PagerDuty account.
  3. If you have multiple PagerDuty accounts, select the one that you want to connect to Actioner.
  4. Click Submit Consent to grant permission to Actioner app in PagerDuty. You’ll be redirected to Actioner upon successful authorization.

Customizing this app​

Contact with Actioner team

You can contact with us directly and join our community if you are looking for options to customize your app or get help on troubleshooting.

Update the Slack channel for broadcasting incidents​

  1. Go to Configs tab of your app and navigate to settings.

  2. Update the value of broadcastChannelId with the ID of the Slack channel that you'd like to use for notifying for new incidents.

Tip

Do not forget to invite Actioner to your incident broadcasting channel!

Update the Slack channel for problem reporting​

  1. Go to Configs tab of your app and navigate to settings.

  2. Update the value of channelId in problemReportingChannels.

Invite Actioner to your channels

Do not forget to invite Actioner to your problem reporting channel!

Update the emoji for problem reporting​

  1. Go to Configs tab of your app and navigate to settings.

  2. Update the value of emoji for your problem reporting channel.

Add another channel for problem reporting​

  1. Go to Configs tab of your app and navigate to settings.

  2. Add a new object to problemReportingChannelId in the below format:

{
"channelId": "C01234ABCDE",
"emoji": "fire"
}

Invite Actioner to your channels

Do not forget to invite Actioner to your problem reporting channel!

  1. Go to Configs tab of your app and navigate to settings.

  2. Update the value of responseGuideLink with the link of your guide.