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Connect Rootly so your agent can check incident action items during a call.

Rootly keeps incident response organized, and action items are where follow-up work lives. Connect your Rootly account and your agent can look up action items on a call, read their details and status, and remove items that no longer apply. Callers get accurate answers about open follow-ups without waiting on your team. Connection uses your own credentials from Rootly's settings, and the agent only acts within the access you grant.

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What your agent can do with Rootly

  • List open and completed action items for your organization during a call
  • Read an action item's details, owner, priority and status when someone asks
  • Look up follow-up tasks linked to a specific incident
  • Remove an action item that is duplicated or no longer needed
  • Give on-call staff a quick status check without opening the dashboard

Rootly exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Status check from an on-call engineer

  1. Caller

    Hi, I'm Priya from the platform team. Can you tell me what action items are still open from last week's database incident?

  2. Agent

    Sure, Priya. I see three open action items from that incident. The first is adding a replica lag alert, assigned to Marcus, due Friday. Do you want the other two?

  3. Caller

    Just the one assigned to Marcus is fine, thanks.

  4. Agent

    Got it. I'll note that you checked in, and I can send Marcus a reminder if you'd like.

Removing a duplicate item

  1. Caller

    Hey, I think we have two identical action items for the checkout outage. Can you remove one?

  2. Agent

    I found two items titled 'Add retry logic to payment webhook.' I'll delete the newer one, which was created this morning. Is that correct?

  3. Caller

    Yes, go ahead.

  4. Agent

    Done. The duplicate has been removed and the original is still open and assigned to Dev.

Follow-up after a customer call

  1. Caller

    This is Helen at Northgate Logistics. Our ticket about the outage on the 14th. Has the follow-up work been finished yet?

  2. Agent

    Thanks, Helen. Two of the three follow-up tasks from that incident are complete. The remaining one is updating the status page template, and it's scheduled for next Tuesday.

  3. Caller

    Perfect, that's what I needed. Thank you.

  4. Agent

    You're welcome. I'll make sure the team has your question on record.

How to connect Rootly

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Rootly

    From Integrations in the dashboard, choose Rootly and enter the connection details from your Rootly account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Rootly actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does this work during the call or after it?

Both. Your agent can look up and update Rootly action items while a call is in progress. It can also work from call summaries and follow-ups after the call ends, depending on how you set up your workflows.

What do I need to connect Rootly?

You need a Rootly account and an API token generated from Rootly's settings. Sign in to the AgentCalls dashboard, choose Rootly, and paste the credentials. The agent only uses the permissions that token grants.

Which AgentCalls plan includes this integration?

Tool integrations, including Rootly, are included from the Growth plan.

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Put your agent to work with Rootly.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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