Retrospectives
TemplatesCustom templates· Workspace-scoped custom templates on Business and up; retro board columns are fixed by the format and cannot be renamed after creationAnonymous inputRecurring retros· Recurring series applies to Surveys; a closed retro offers 'Run it again' with the same format, not a schedulePrivate/public retros· Three access modes — members only, guests with a verified email, or anyone with the link (forced anonymous)Custom process flow· Two run styles — Guided (Feedback, Vote, Review) or Live with no phases; the phases themselves are fixedSchedule future retros· Cadence scheduling exists for Survey series; retro boards are created on demand
Health checks
Health checks· Recurring Survey Series (weekly pulse, monthly team health check) plus a per-retro 1–5 temperature check; no dedicated multi-dimension health modelMood / sentiment checkPsychological safety· Detected as a built-in signal from feedback text (65% minimum confidence); not a dedicated psych-safety survey instrument1:1 meetings· Automation rules can fire a 'Schedule 1:1' action; no 1:1 meeting surface in the product
Facilitation
Meeting timerAction items· Workspace action-item object with manage/close permissions and an automation action; the v3 retro's Review phase records outcomes as card comments, not action itemsPresentation mode· Review-phase spotlight — the facilitator puts one card on a lit stage for everyone, sorted by dot votes@mentions· @-mentions in Ask threads; not on retro cards or commentsDrag-and-drop grouping· Drag cards between and within columns; the manual Group phase was removed in v3 — clustering is AI-onlyAsync mode
Voting
Independent dot votingCustom vote countVote at any time· Any time on a Live board; Vote-phase only on a guided board
Engagement
Mobile friendlyPolling· Survey builder with nine question types plus an NPS preset; not an in-retro pollCheck-in / check-out· Anonymous 1–5 temperature check runs beside the board; no check-out roundGIFs· Pasted Giphy/Tenor and image URLs render inline; no GIF picker or search
AI
AI grouping / clustering· Paid plans only (RETRO_AI entitlement) — realtime themes, cluster chips and a prompt when the Vote phase opensAI template suggestions· AI drafts Agent Surveys and automation rules from a plain-English goal; no AI suggestion of retro formatsAI action items· An automation rule can create an action item when a signal fires; retro cards do not generate themAI summaryAI sentiment / heatmapsAI retro / health-check insightsAI discussion prompts· 'Probe deeper' on a theme drafts a pre-briefed Agent Survey; Agent Surveys generate adaptive follow-up questionsIn-meeting AI assistant
Reporting
Cross-team reporting· Org-wide signals and a cross-team friction rule (Teams and Groups on Business and up); boards themselves belong to one teamOrg health dashboard· Signal Intelligence rolls up detections org-wide; workspace-wide AI analytics is Enterprise onlyExport formats· CSV, PDF
Enterprise
SSO / SAML· SAML 2.0 (Okta, Entra ID, ADFS) — paid add-on on Business, included on Enterprise; self-serve metadata upload and SSO enforcementSCIM provisioning· Enterprise tier only per the pricing page; the v3 docs cover SAML just-in-time provisioning, not SCIMSOC 2 Type 2· Vendor states SOC 2 Type II from the start with annual penetration testing; no public trust portal or report pageGDPR compliantAudit logs· Enterprise tier only — Free, Pro and Business see a blurred sample behind an upgrade promptFacilitator-only roleGuest / observer rolesMeeting historyEmail domain restrictions· Verified-email guest access mode and SSO domain verification; no workspace-wide email-domain allowlistUptime SLA / dedicated support· Priority support on Business, dedicated CSM on Enterprise; no uptime figure publishedPublic API· Business and Enterprise only; scoped bearer keys, but no public endpoint-level reference published yetMCP server