> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rootly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Rootly AI in Retrospectives

> Rootly AI auto-generates retrospective sections — summary, impact, root cause — from incident data, Slack channels, and bridge-call transcripts.

## Draft Your Retrospective Instead of Starting from Scratch

Writing a retrospective is one of the most time-consuming parts of incident management. The information almost always already exists — in the incident's data, the Slack channel, and the bridge call — but someone still has to read it all and turn it into prose.

**AI blocks** solve the blank-page problem. Inside the [Rootly retrospective editor](/collaborative-retrospectives/using-the-editor), an AI block is a section — like Summary, Impact, or Root Cause — that Rootly AI drafts for you from the incident's own context. You decide which blocks belong in a retrospective by adding them to a [template](/retrospectives/configuring-templates), and every retrospective created from that template generates those sections automatically.

The goal is simple: get retro owners to a solid first draft in minutes instead of hours, turning a multi-hour writing exercise into a short review — so more retrospectives actually get completed.

## How AI Blocks Work

AI blocks live in the [Rootly retrospective editor](/collaborative-retrospectives/using-the-editor), right alongside your text, data blocks, and Liquid variables.

* **Each block has a purpose-built prompt.** A Root Cause block knows how to write a root cause; an Impact block knows how to describe impact. You don't write the prompt — you just add the block.
* **They pull context automatically.** Every block draws on three sources with no setup required: your **incident data** (metadata, severity, services, timeline), the **incident Slack channel**, and **bridge-call transcripts** (when captured via the Rootly AI Meeting Scribe).
* **They stay live in the document.** A generated block isn't frozen text — you can regenerate it, edit it inline, convert it to plain text, comment on it, and rate it. It behaves like any other part of the document.
* **You stay in control.** Steer how a block writes with custom instructions on the template, see the sources and the prompt behind any block, and edit anything by hand at any time.

## Key capabilities at a glance

| Capability                      | Description                                                             | Where                     |
| :------------------------------ | :---------------------------------------------------------------------- | :------------------------ |
| Preset AI blocks                | Six ready-made section types, each with an expert prompt                | Template builder + editor |
| Custom AI block                 | Write your own section with a title and a plain-language prompt         | Template builder + editor |
| Rootly AI-powered templates     | Add AI blocks to a template so every retro generates them automatically | Template builder          |
| Custom instructions             | Steer how each block (or the whole template) is written                 | Template builder          |
| Preview against a past incident | See exactly what a block produces before rolling out the template       | Template builder          |
| Insert on the fly               | Add an AI block to any retro document with the slash menu               | Editor                    |
| Regenerate & edit               | Regenerate any block, edit it inline, or convert it to plain text       | Editor                    |
| Sources & prompt                | Inspect what a block drew on and the prompt behind it                   | Editor                    |

## The AI block types

Rootly ships six preset blocks, plus a custom block for anything else:

| Block                | What it drafts                                                                                                          |
| :------------------- | :---------------------------------------------------------------------------------------------------------------------- |
| **Summary**          | A concise overview of what happened, the impact, and how it was resolved — written for a broad audience.                |
| **Impact**           | Who and what was affected — customers, services, scope, and duration.                                                   |
| **Root Cause**       | The underlying cause and contributing factors.                                                                          |
| **Mitigation**       | The immediate steps taken to reduce or stop the impact.                                                                 |
| **Resolution**       | How the incident was fully resolved.                                                                                    |
| **Curated Timeline** | A readable, narrative timeline of the key moments — distinct from the raw Timeline data block, which lists every event. |
| **Custom AI block**  | Any section you define yourself with a title and your own prompt.                                                       |

Learn how to add and configure these in [Building AI Templates](/ai/ai-in-retrospectives/building-ai-templates), and how to work with them in a document in [Using AI Blocks](/ai/ai-in-retrospectives/using-ai-blocks).

## How permissions work

AI blocks respect your existing Rootly retrospective permissions — there's no separate AI permission system.

* Anyone who can edit a retrospective can insert, generate, regenerate, edit, and convert AI blocks.
* **Observers (read-only users) cannot modify AI blocks**. They can't regenerate, edit, convert, or delete them, just as they can't edit the rest of the document.

## Where to go next

<CardGroup cols={2}>
  <Card title="Building AI Templates" icon="wand-magic-sparkles" href="/ai/ai-in-retrospectives/building-ai-templates">
    Add AI blocks to a template, steer them with instructions, and preview against a past incident.
  </Card>

  <Card title="Using AI Blocks" icon="pen-to-square" href="/ai/ai-in-retrospectives/using-ai-blocks">
    Insert, generate, edit, regenerate, and give feedback inside a retrospective document.
  </Card>

  <Card title="Using the Retrospective Editor" icon="computer-mouse" href="/collaborative-retrospectives/using-the-editor">
    The editor AI blocks live in — formatting, data blocks, Liquid, and collaboration.
  </Card>

  <Card title="Configuring Templates" icon="file-code" href="/retrospectives/configuring-templates">
    How retrospective templates work overall.
  </Card>
</CardGroup>

***

## FAQs

<AccordionGroup>
  <Accordion title="What does it take to turn Rootly AI on for retrospectives?" icon="sparkles">
    Rootly AI in Retrospectives is available in Configuration → Rootly AI. Ask your Rootly Admin to enable it for your workspace. Once it's on, AI blocks will appear in the template builder palette and the editor's slash menu.
  </Accordion>

  <Accordion title="Where does Rootly AI get its information?" icon="circle-info">
    From your incident data, the incident's Slack channel, and the bridge-call transcript (when captured via the Rootly AI Meeting Scribe). No other external sources are used.
  </Accordion>

  <Accordion title="Can I edit what Rootly AI writes?" icon="pen">
    Yes. Generated content is fully editable — type over it, restructure it, or convert the block to plain text to lock it in. You can also regenerate it at any time.
  </Accordion>

  <Accordion title="Will regenerating overwrite my manual edits?" icon="star">
    Rootly AI warns you before regenerating a block you've edited by hand, so you don't lose your changes by accident.
  </Accordion>

  <Accordion title="Do AI blocks export correctly?" icon="download">
    Yes. When you publish or export a retrospective, AI block content renders as static content in the exported document, just like the rest of the doc.
  </Accordion>

  <Accordion title="Is my data used to train AI models?" icon="circle-question">
    No. Incident context is used to generate your draft and is not used to fine-tune base models.
  </Accordion>
</AccordionGroup>
