AI Tool Atlas

Productivity & writingDocumented overviewLast checked Oct 2, 2026

Patter: Pricing, Features & Best Use Cases

AI chat agents trained on your business data to answer visitors, capture leads and book meetings on your site.

Patter homepage screenshot, productivity & writing AI tool

Our take: Patter is a reasonable choice for B2B companies that want a website chat agent trained on their own documents and that books meetings, with transparent USD plans and a 14-day trial.

Main limitation: Voice agent and API access are only on the $99 Premium plan, and the product is aimed at B2B sales rather than general chat.

By the AI Tool Atlas editors. Based on the vendor's official documentation; we have not tested this product hands-on. What “documented overview” means

Who Patter fits

Patter is a reasonable choice for B2B companies that want a website chat agent trained on their own documents and that books meetings, with transparent USD plans and a 14-day trial. Based on the vendor's documentation, not on a hands-on test.

Best for: B2B marketing and sales teams

Also a good fit for

  • Small businesses wanting a lead-capture chatbot

Consider another tool if basic plan limited to 1 agent and 1,000,000 characters of storage

Or if

  • Voice agent and API access only on the $99 Premium plan
  • Focused on B2B sales use, not general chat

Patter pricing and usage limits

Prices checked Oct 2, 2026 on the official US pricing page. Official pricing ↗ Prices and limits change often.

Free access and trial conditions

No free plan; 14-day trial on all plans

14 days, no credit card

Paid plans: what changes as you upgrade

Basic direct

$39/mo source (opens in a new tab)

Month

Yearly billing saves 20% per the site; yearly price not read

For: Small sites

Limits

  • 1 agent
  • 1,000,000 characters of storage

Includes

  • Website chat agent
  • Lead forms

No API

Pro direct

$69/mo source (opens in a new tab)

Month

Yearly billing saves 20% per the site

For: Growing teams

Includes

  • More agents than Basic (count not read)

No API

Premium direct

$99/mo source (opens in a new tab)

Month

Yearly billing saves 20% per the site

For: Teams needing API and voice

Includes

  • Voice agent
  • API access

API included

Usage caps, credits and extra costs

Not stated

Not stated

What is Patter, and how does it work?

Patter lets B2B companies build custom AI chat agents trained on their own business information, such as website content, PDFs, PowerPoint decks, sales playbooks and marketing collateral. The agents answer visitor questions, qualify prospects, capture leads through forms and book meetings with sales calendars. Agents can be deployed on a website, WhatsApp, Instagram and more, with 100+ integrations listed. The site states that data is not used to train models, that the service is GDPR compliant, and that all plans start with a 14-day free trial without a credit card.

What you provide and what you get back

How Patter works: what you provide, where it runs and what you get backYOU PROVIDEYour inputWebsite content, PDFs, PowerPoint…Visitor chat questionsPRODUCTIVITY & WRITINGPatterWeb, APIfrom $39/mo (Basic)no free tieraccount requiredchecked Oct 2, 2026YOU GET BACKThe resultChat answers to visitorsCaptured leads and booked meetingsinput → Patter → output · from the vendor's own pages, no hands-on test unless stated
What you give Patter and what comes back, from its documentation

You provide

  • Website content, PDFs, PowerPoint decks and sales playbooks
  • Visitor chat questions

You get back

  • Chat answers to visitors
  • Captured leads and booked meetings

Where you can use it

Platforms
Web, API
Account
Required
Training data
Website content, PDFs, PowerPoint decks
Channels
Website, WhatsApp, Instagram
Lead capture
Forms and calendar booking
Storage
1,000,000 characters on Basic
Security
GDPR, 2FA, encrypted database

Best use cases for Patter

Scenarios are worked out by our editors from the documentation; the actual result depends on your input and plan.

Capture and qualify website leads around the clock

Who
B2B marketing and sales teams
You provide
Website pages and sales collateral
Expected result
A chat agent that qualifies visitors and captures lead details
Plan needed
Basic from $39 per month
Limitation
Basic is limited to 1 agent source (opens in a new tab)

Answer product questions from company documents

Who
Support and presales staff
You provide
Product documents uploaded as training data
Expected result
An agent that answers product questions from your own documents
Plan needed
Basic from $39 per month
Limitation
Answers are only as good as the uploaded material source (opens in a new tab)

Book sales meetings automatically via calendar integration

Who
Sales teams with a calendar tool
You provide
Connected sales calendar
Expected result
Visitors book meetings directly in the chat
Plan needed
Pro or Premium may be needed for integrations
Limitation
Calendar tools supported were not itemized source (opens in a new tab)

Key features and their practical limits

Chat agent builder trained on custom business data

Builds a chat agent from your own business data such as site content and documents. Gives visitors answers grounded in your material.

Access: All plansLimit: Basic caps storage at 1,000,000 characters source (opens in a new tab)

Lead capture forms

Collects visitor details inside the chat through forms. Turns conversations into sales leads.

Access: All plansLimit: Form field limits were not stated source (opens in a new tab)

Calendar scheduling and meeting booking

Connects to a sales calendar so visitors can book meetings. Cuts back-and-forth emails to schedule calls.

Access: All plansLimit: Supported calendars were not itemized source (opens in a new tab)

Webhooks and integrations (API on Premium)

Sends chat events out through webhooks and integrations; API access is on Premium. Pushes leads into your CRM and tools.

Access: Webhooks per plan; API on PremiumLimit: API is limited to the $99 plan source (opens in a new tab)

Patter pros and cons

Reasons to choose Patter

  • Public USD pricing with a 14-day free trial, no card required The 14-day trial without a card lets you test the agent before paying. documented source (opens in a new tab)
  • States data is private and not used to train models The vendor states data is not used to train models, which matters for company documents. documented source (opens in a new tab)
  • Offers GDPR compliance, 2FA and 256-bit encrypted database GDPR compliance, 2FA and an encrypted database are listed. documented source (opens in a new tab)

Check before paying for Patter

  • Basic plan limited to 1 agent and 1,000,000 characters of storage Storage is limited, so large knowledge bases may need a higher plan. documented source (opens in a new tab)
  • Voice agent and API access only on the $99 Premium plan Teams needing voice or API must pay the highest price. documented source (opens in a new tab)
  • Focused on B2B sales use, not general chat It is not built for general-purpose chat or consumer use. documented source (opens in a new tab)

How to use Patter for building a website sales chat agent

Set up Patter

  1. Start the 14-day free trial from the Patter site.
  2. Create an agent and name it.
  3. Upload your website content, PDFs or decks as training data.

Example: building a website sales chat agent

  1. Add a lead form to the agent.
  2. Connect your sales calendar.
  3. Embed the chat widget on your website.

Review and export the result

  1. Ask the agent a product question from your documents and check the answer.
  2. Submit a test lead and confirm it arrives.
Example prompt suggested by our editors (not a recorded output of the product)
What plans does your product offer for a 20-person company?

Patter API

API access and separate billing

An API is available, billing not documented. API access is on the Premium plan.

Privacy, data use and commercial rights

Summarized from the vendor's current policies; this is not legal advice and a vendor's badge is not an independent audit.

How your inputs and outputs are handled

Trained on your uploaded business data and visitor chats.

Site states data is private and not used to train models.

Not stated

Commercial use and plan restrictions

Not stated

Not stated

Controls for business users

  • 2FA
  • 256-bit encrypted database
  • GDPR compliance (per site)

Policies: pattergpt.com/security

Best Patter alternatives for different needs

"Better suited" is based on documented features and pricing, not on a head-to-head test.

ChatGPT: better suited to

Alternatives
AlternativeWhen to choose itPricingLimitation
ChatGPT——

Explore Patter further

Patter pricing, plan by planEvery plan with USD prices, limits and what is free.Best AI writing and productivity toolsOur picks in this category, compared by price and free tiers.

Related to Patter

Guides and comparisons

Patter user reviews

No user reviews yet.

Used Patter? Be the first to share your experience.

Write a review

Reviews are checked by a moderator before they appear. Your email is never published. Plain text only.

Your rating (required)

Show what you made or what went wrong. Images are published only if the review is approved; location data is removed.

    Patter FAQ

    How much does Patter cost?

    Basic is $39, Pro is $69 and Premium is $99 per month on monthly billing. source (opens in a new tab)

    Is there a free trial?

    Yes. All plans start with a 14-day free trial and no credit card is needed. source (opens in a new tab)

    Is my data used to train models?

    No. The site says your data is private and not used to train models. source (opens in a new tab)

    Do I need Premium for the API?

    Yes. API access and the voice agent are only on the $99 Premium plan. source (opens in a new tab)

    Where can the agent be deployed?

    On a website, WhatsApp, Instagram and more, per the homepage. source (opens in a new tab)

    Sources and review methodology

    Official sources and verification dates

    Not verified: Yearly plan prices; Pro plan limits; US availability; Data retention period.

    How we documented and maintain this page

    Every fact about Patter above comes from the 2 official pages listed here, last compared on Oct 2, 2026; we have not run Patter ourselves, so it has no editorial score. How we check and re-check pages.

    Article updated Oct 2, 2026; prices checked Oct 2, 2026. Outbound links to vendors are plain links; we do not earn commissions. How we review · Report an error