Post-Incident Reviews

PagerDuty Post-Incident Reviews (formerly Jeli Post-Incident Reviews) allow you to turn incidents into learning opportunities. Post-Incident Reviews integrate with your incident lifecycle, Slack data, and the PagerDuty Advance Scribe Agent to help your team uncover systemic patterns, build chronological incident narratives, and coordinate preventative follow-up actions directly within the PagerDuty platform.

To learn more about how PagerDuty designed and built these AI tools with mission-critical work in mind, access the PagerDuty Advance AI Disclosure.

Post-incident review access is determined by the access settings of the incident it is associated with. There are no additional access controls on a per-review basis.

Editing templates requires an Admin or Account Owner base role.

Create a Post-Incident Review

You can create a post-incident review in the following ways:

In the Web App

1. Navigate to the desired incident's details page and click the Post-Incident Review tab.

2. Click Generate with AI or Start from Scratch. To use a template other than the default, click the caret on either button and select a template from the dropdown. For more information, see Use a Custom Template for a New Post-Incident Review.

   

Via Slack

Generate with AI

When you generate a post-incident review with AI, PagerDuty pulls data from up to three sources:

• Scribe Agent
• Slack messages from the dedicated incident channel
• Incident Lifecycle Events (ILE)

The AI uses this data to write the individual sections of your review, generate narrative markers, and create follow-up actions.

Edit a Post-Incident Review

The entire post-incident review is editable. The editor supports rich text formatting, inline comments, and live collaborative editing.

• Highlight text to apply formatting options.
• Click the comment icon to leave a comment.
• Tag teammates using @mention.
• Changes made by collaborators appear in real time.
• AI-generated content is labeled with an AI badge. Editing an AI-generated section removes the badge.

Import Data From Slack

If the AI output has gaps, you can supplement it with additional Slack data:

1. In the narrative section, click Import Data Custom Import Data.

2. Select the Workspace and Channel you want to pull from. This is most commonly used to add data from other channels in the same workspace.

3. Select a Date Range. You can drill down to a specific start time and end time.

4. Select Messages to import. This can be everything from a channel or only pinned messages.

5. Click Import Data.

   

6. Click Generate Markers. The narrative updates based on the newly imported data.

Narrative Builder

The narrative builder displays the incident narrative with supporting evidence attached to each narrative marker. Click Supporting Evidence next to a marker to expand the evidence that informed that section of the narrative.

If you started your post-incident review from scratch, or would like to rebuild the incident narrative, you can do so in two ways:

• With AI: Click on the narrative builder, and then click Generate Markers in the Narrative Builder screen.
• Manually: Click on the narrative builder, select events from the left-side panel, and attribute them to narrative markers by clicking Create New Marker.

Once a narrative is built, it automatically populates the incident's timeline.

Follow-Up Actions

Follow-up actions track tasks that help remediate the impacts of an incident, prevent similar incidents from recurring, or implement monitoring.

You can create follow-up actions in two ways:

• With AI:
  • Click Generate with AI on the Post-Incident Review landing page, if you have not yet started your review.
  • Click the sparkle icon on the Follow-up Actions section and select your preferred generation settings.
• Manually: Click on the Follow-up Actions section and fill out the relevant details of the follow-up action.

To view a filterable list of follow-up actions, navigate to Incidents Post-Incident Reviews and click the Follow-Up Actions tab.

Assign a Follow-Up Action

You can assign follow-up actions to teammates:

1. Click next to the follow-up action and select Edit Follow-Up.
2. Add a note, assign a person to the task, and set a due date.

Full Screen Mode

Click the icon to enter a focused editing view that removes surrounding UI elements and displays only the post-incident review.

Export a Review

You can export a post-incident review from the sidebar. Under Export, select one of two options:

• HTML: View a shareable link to the post-incident review.
• PDF: Download the post-incident review as a PDF.

Manage Templates

To ensure post-incident reviews are written in the format, and contain the information, that your team prefers, you can create custom templates.

The number of custom templates available to you is determined by your plan:

Create a Custom Template

To open the Template Management page:

1. In the main navigation, click Incidents and select Post-Incident Reviews.
2. Open the Templates tab.

On the Template Management page, you can edit the default template or create a new one. Each template automatically includes a set of built-in sections to get you started. The Incident Narrative and Follow-Up Actions sections are built in with every template and cannot be removed.

In addition to the built-in sections, you can add custom sections. For each section, you can specify:

To reorder sections, drag and drop the section blocks on the page.

If you are not ready to publish a template, save it as a draft. A draft does not display as an option for users to choose from.

Set Default Template

To make a custom template the default across your organization, click the menu and select Set as Default. The default template is used when the person creating a post-incident review does not specify a template. Users can still select any of your other published templates when a different format is needed.

Use a Custom Template for a New Post-Incident Review

When creating a new post-incident review, you can use the default template by clicking either Generate with AI or Start from Scratch. To use a different template, click the caret on either button and select a template from the dropdown.

When you use Generate with AI, the post-incident review is written according to the custom prompts specified in the selected template.