The document discusses six must-have features when using Slack for incident management: 1) posting messages clearly, 2) controlling information sharing, 3) accelerating actions, 4) instantly retrieving supporting information, 5) creating new alerts, and 6) controlling access. It then compares how OpsGenie, PagerDuty, and VictorOps measure up to these features in their Slack integrations. OpsGenie supports all six must-haves the best by allowing customization, filtering, interactive buttons and menus, slash commands to view details and create alerts, and optional linking of users between Slack and OpsGenie.
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Six must-haves-when-using-slack-tech-brief
1. Six Must-Haves
When Using Slack
Technical Brief
for Incident Management
Important considerations and a comparison of functionality
between OpsGenie™, PagerDuty® and VictorOps®
2. Six Must-Haves When Using Slack® for Incident Management 2
Over the last few years, teams have realized the benefits
of sharing and distributing knowledge in chat applications
such as Slack. Today, teams are extending the use of
these applications beyond collaboration by embracing
ChatOps. ChatOps empowers teams by bringing complex
day-to-day operational work into shared chat channels.
If done correctly it drastically reduces context switching
and increases the speed at which teams can tackle tough
challenges.
Companies are realizing incredible benefits by
incorporating ChatOps into their incident management
workflows. Slack channels provide hyper-effective
means to alert teams of issues, take immediate action,
and collaborate with clarity and urgency. It is for this
reason that companies like OpsGenie, PagerDuty, and
VictorOps have invested in integrating their incident
management applications into Slack.
Ideally, users of a modern incident management solution
need to have access to a multitude of features so that
they can address specific challenges directly within the
chat tool. During an incident, switching between
applications to access and collaborate on the actionable
data is a waste of time. Keeping the conversation and
action in one place, where team members already are,
is the key to a fast and successful incident resolution
process. That is why ChatOps has emerged as an
alternative to the war room concept.
3. Six Must-Haves
When Using Slack
for Incident Management
Six Must-Haves When Using Slack® for Incident Management 3
OpsGenie™, PagerDuty® and VictorOps® have Slack
applications published in the Slack’s marketplace, for good
reason, as Slack is taking the lead in team collaboration.
In this part, we compare the Slack applications considering the six
important features we described below. Each feature has one or
more items corresponding to Slack’s capabilities.
VictorOps has a native chat client as part of the product.
While VictorOps prefers to bring its users to the product to
collaborate and work on the incidents, OpsGenie and PagerDuty
prefer to fully integrate with tools like Slack, HipChat, and
Microsoft Teams. OpsGenie aims to bring all its functionality
into the chat application where the whole team already works.
A Note About Our Analysis
4. Six Must-Haves When Using Slack® for Incident Management 4
#1 Post Messages with Clarity
The basic requirement for integrating any application within chat tools such as Slack is to
simply have messages posted within chat channels. However, there are three additional
needs to consider when integrating an incident management tool into chat when increas-
ing efficiency is the goal.
The integration must be able to post chat messages regardless where the incident
originates and additional information added (monitoring, ticketing, or collaboration tools).
Messages need to be customized based on the specifics or severity of the incident.
Often the basic message needs to be appended with tags or additional information fields.
It is often advantageous to have messages accompanied by buttons which allow
responders to take instant, prescriptive actions.
OpsGenie can send incident action notifications to Slack. You can choose which incident action and
show/hide tags, description, assigned teams, or action buttons (useful for informative alerts) on the
messages.
PagerDuty can send incident action notifications to Slack. You can choose which incident action but
you don’t have control over message structures.
VictorOps can send incident action notifications, on-call shift changes, and user notifications into a
Slack channel. You can’t choose which incident action and don’t have control over message structures.
OpsGenie
Send incident notifications
Send on-call shift change
notifications
Ability to customize the
chat message
PagerDuty VictorOps
partiallyyes no
5. #2 Control How Information is Shared
5
Posting every alert and comment into a shared channel can quickly become overwhelming
and is considered bad practice. A strong integration enables the creation of separate chan-
nels for specific responders and have direct control over what types of alert and follow-up
messages are shown.
A seamless integration also provides the flexibility to receive only the incident actions which
are decidedly relevant. Low priority issues that don’t require immediate action can be filtered
and not sent to the chat stream, ensuring the team stays focused on what really matters.
Six Must-Haves When Using Slack® for Incident Management
OpsGenie allows you to add more than one Slack application to different channels. You can install
and configure applications for each team or service you have. You receive the actions you want, such
as acknowledge, add note, close, or all other available actions. You can also filter alerts and incidents
for each property by checking if one or more specified conditions are met. Only the alerts that match
your conditions are sent to the channel.
PagerDuty allows you to add more than one Slack application for each service. You receive the
actions you want such as resolve, acknowledge or assignment actions. You can’t filter incidents
by checking if conditions are met at the integration level.
VictorOps allows you to install one application for the account. You can’t install applications for each
team or service. You can’t choose which incident actions are sent to the room but you can choose to
receive notifications for all incident actions, shift change notifications, or paging notifications.
You can’t filter incidents by checking if conditions are met at the integration level.
OpsGenie
Team/Service based
installations
Ability to configure which
actions are sent to the room
Ability to filter the alerts/incidents
based on the properties
PagerDuty VictorOps
6. #3 Accelerate Actions
6
ChatOps transforms Slack into a vehicle in which users take actions and deploy solutions.
This virtually eliminates the need for operations teams to switch between applications when
responding to an incident.
Most integrations enable users to execute incident actions using text commands. This
method is valid and often preferred. However, deeper integrations simplify tasks by providing
interactive buttons allowing users to start working on incidents with just a click.
The value of responding to an alert by clicking a button extends beyond simple alert
acknowledgement. Enabling all common responses (i.e. assigning an alert, taking ownership,
adding notes, muting incidents, etc.) to be executed in this manner accelerates resolution
and unlocks the real power of ChatOps.
Six Must-Haves When Using Slack® for Incident Management
OpsGenie’s Slack application supports buttons for most used actions like acknowledge,
unacknowledge, or close. You can use interactive message menus to take this to the next step
and assign alerts to a team member, take ownership, or snooze an alert. With the new Slack dialogs,
adding a note to an alert requires a couple of clicks. You can also use the /genie command to
execute actions from the chat interface.
PagerDuty and VictorOps support buttons for acknowledge and resolve actions.
OpsGenie
Execute incident actions
using buttons
Execute incident actions
using message menus
Execute incident actions
using dialogs
Execute incident actions
using Slash commands
Execute configuration actions
(on-call scheduling and integration
administration, etc) using Slash
commands
PagerDuty VictorOps
7. #4 Instantly Retrieve Supporting Information
7
A challenge of a long chat thread is that critical information can get lost within the communi-
cations or additional information may be needed. A user might have to leave Slack to look up
important details and related information. For example, they may wish to look at other open
incidents or list current alert policies.
The integration of an incident management system into the chat environment needs to allow
users to access supporting information at any time. The ability to query not only additional
details about a specific incident but also general information regarding on-call schedules and
alert policies is a requirement. By empowering team members to access this data directly
within the chat interface, they stay focused and are able to respond in the most efficient
manner possible.
Six Must-Haves When Using Slack® for Incident Management
OpsGenie supports built-in slash commands with its Slack application. You can use slash commands
to get all the details of an incident or list all your open alerts. You can also view other supporting
information such as available integrations or policies.
PagerDuty and VictorOps don’t support this.
OpsGenie
View & List incident details
in the channel
View supporting information
(such as integrations/policies)
in the channel
PagerDuty VictorOps
8. #5 Create New Alerts
8
A common task when managing an incident is to create manual alerts. Again, requiring
people to switch applications in order to complete this task is a distraction and slows the
progress.
Creating new alerts for a team or service right within the chat channel is a necessity. The
incident management system then notifies the person on-call automatically. Having the ability
to create an alert directly within Slack empowers individuals that may not have direct access
to the incident management system to report problems efficiently.
Six Must-Haves When Using Slack® for Incident Management
OpsGenie’s built-in slash command (/genie) supports creating new incidents. You can choose teams
or recipients if you want.
PagerDuty has slash command utility which is not out of the box available as part of the Slack application.
Once that utility is installed manually, their Slack application supports creating new incidents.
VictorOps doesn’t support these features.
OpsGenie
Create an incident from the
channel
Create an incident for specific
teams or recipients
PagerDuty VictorOps
9. #6 Control Access
9
When an incident occurs, it is important that corrective action is taken by only the people
who are authorized to respond. Mapping (or linking) the chat users to the users within the
incident management system enables this level of control.
Linking the user profiles between the chat and incident management has additional benefits.
As alerts are acknowledged and responded to within the chat environment, the events are
recorded within the incident management solution. A clear history describing who took each
action is recorded for future reporting and analysis.
Six Must-Haves When Using Slack® for Incident Management
OpsGenie and PagerDuty give you the ability to optionally link Slack and their users. Unlinked users
can also operate on the incident. This option is provided in the configuration and is up to the user.
Users can also undo the action themselves.
VictorOps allows linked users to execute actions. To be able to unlink the users, one needs to
contact their support.
OpsGenie
Link chat users with the
product’s users
Unlink chat users with the
product’s users
PagerDuty VictorOps
Optional
linking/sync
10. 10
While there are many things to consider when integrating incident management into a chat
application, the benefits are clear. Response time, ability to collaborate, and team access
to incident details are crucial factors for incident resolution. OpsGenie has the most
benefits providing clarity, control, rapid response, access to incident details, and flexible
configuration all within a Slack channel.
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Serhat Can
Serhat is a Technical Evangelist for OpsGenie. He contributed to different parts
of OpsGenie as an engineer and now tries to spread the word by coding, writing
and talking about DevOps. He is still a proud member of the on-call schedules.
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