--- title: Using Lee - the AI Support Agent in Metronome description: This article will provide all you need to know about your new AI Support Agent - Lee! --- [Skip to content](https://metronome.help/using-the-ai-assistant-in-metronome#main-content) English Show submenu for translations [![metronome-icon (1)](https://metronome.help/hubfs/metronome-icon%20(1).svg)](https://metronomesoftware.com/) - Metronome Software Help Centre Open main navigation Close main navigation - Metronome Software Help Centre - English Show submenu for translations - [Send us a Support Ticket](https://share.hsforms.com/1jqjL2zbgRnKCmZLyPhVt5gny508) [Send us a Support Ticket](https://share.hsforms.com/1jqjL2zbgRnKCmZLyPhVt5gny508) What do you need help with? - There are no suggestions because the search field is empty. 1. [Metronome Software Help Section](https://metronome.help/?hsLang=en) 2. [Helpful Tips](https://metronome.help/helpful-tips?hsLang=en) # Using Lee - the AI Support Agent in Metronome ## This article will provide all you need to know about your new AI Support Agent - Lee! ### What is Lee? Lee is your smart, built-in support tool in Metronome, powered by AI. Available 24/7, it’s located in the bottom right-hand corner of your screen and is always ready to help—no waiting required! Whether you have questions, need guidance, or want quick access to resources, the AI Support Agent is here to make your experience smoother. ### What Can Lee Help With? Lee is designed to support you across many areas of Metronome. It can: - ✅ Answer questions about core features (e.g., Metrics, Dashboards, Meeting Tools) - ✅ Walk you through setup and configuration tasks - ✅ Link you to helpful Help Center articles, blog posts, and video tutorials - ✅ Explain important terms and strategic planning concepts - ✅ Troubleshoot common issues like login or navigation problems - ✅ Escalate your question to the Metronome support team when needed ### What Are the Benefits? - **Faster Answers:** No need to wait for human support—get help right when you need it. - **Self-Serve Support:** Find the information you need in seconds, even after hours. - **Smart Guidance:** We'll learn from the questions asked so for anything not solved, we'll improve Lee's training. - **Focused Support:** If Lee can’t help, it will hand things off to our team so nothing gets missed. ### How Do I Access Lee? 1. While logged into Metronome, click the **chat icon** in the bottom right corner of your screen. 2. Type your question into the chat box. 3. Lee will respond instantly with the most relevant information. 4. **Minimizing Lee** 1. If you would like to minimize Lee whilst you work so you can work with more focus on your screen, you can select the **minimize** button located at the **bottom-right** of Lee's chat icon. 2. This will tuck the icon further to the right-hand side of your screen. To expand Lee, simply click anywhere on the chat icon and it will return to it's normal position. 5. **Moving Lee** 1. If you would like to move Lee around, you have the option shift Lee up and down in a specific range on the bottom right of your screen. 2. Click and **hold** the directional arrows at the top right of the chat icon to move it. ### What If My Question Isn’t Fully Resolved? No problem! If Lee can’t completely answer your question, you’ll have the option to connect with a member of our support team. You can do this by choosing the option to **Transfer.** When you choose this: - Your chat history will be forwarded to the support team. - A team member will follow up with you via email **within 1 business day**. This ensures continuity—so you don’t have to repeat yourself. > 🕒 **Note:** Live chat support is not yet available, but it's in the works! We appreciate your patience as we continue building new ways to support you. ### What Can’t Lee Do? While Lee is a powerful tool for guidance and support, there are some important limitations to be aware of: - **It cannot perform actions on your behalf.** Lee can't create, edit, or delete items like Metrics, Priorities, or Action Items within the Metronome platform. You’ll need to take those actions manually. - **It does not have control over your account or data.** Lee can explain the when, why, and how, but it can't interact with or change anything in your account directly. - **It’s not connected to the broader internet.** Lee is trained specifically to help with Metronome and isn't designed to answer general knowledge questions or perform web searches. > For example, it won’t be able to tell you the weather, summarize current events, or provide unrelated business advice. ### How We Handle Your Data When you interact with Lee, your questions and conversation data are processed securely through HubSpot’s Customer Agent tool. Your information is used only to provide you with helpful responses and improve the AI experience. HubSpot protects your data under strict privacy and security standards, following their [Data Processing Agreement (DPA)](https://legal.hubspot.com/dpa), which outlines how data is collected, stored, and safeguarded. Your information will not be shared, sold, or used for any purposes outside of delivering and improving support services. Learn more here: [HubSpot Data Processing Agreement](https://legal.hubspot.com/dpa) ### Note on Accuracy AI Agents are an exciting, evolving technology—always learning and improving. While we do our best to make sure Lee gives helpful and accurate responses, there may occasionally be errors or outdated information. If you ever notice something that doesn’t seem right, please let us know by emailing **support@metronomegrowthsystems.com** Your feedback helps us make the experience better for everyone! - [Setting up a New Company](https://metronome.help/setting-up-a-new-company?hsLang=en) - [Setting up a Coach Account](https://metronome.help/setting-up-a-coach-account?hsLang=en#main-content) - [Managing my Companies](https://metronome.help/setting-up-a-coach-account?hsLang=en#managing-my-companies) - [Subscriptions](https://metronome.help/setting-up-a-coach-account?hsLang=en#subscriptions) - [Coach Templates](https://metronome.help/setting-up-a-coach-account?hsLang=en#coach-templates) - [Roundtables](https://metronome.help/setting-up-a-coach-account?hsLang=en#roundtables) - [New Team Member](https://metronome.help/new-team-member?hsLang=en) - [One Page Plan](https://metronome.help/one-page-plan?hsLang=en#main-content) - [Filling Out and Structuring the Plan](https://metronome.help/one-page-plan?hsLang=en#filling-out-and-structuring-the-plan) - 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