> For the complete documentation index, see [llms.txt](https://docs.patagon.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.patagon.ai/en/billing-and-plans/faq.md).

# Frequently asked questions

For rating definitions, see the [ILA lead rating system](/en/agent-optimization/ila-rating-system.md).

**Do I need a plan to use Patagon AI?** You can build and test your agent for free. To connect a channel (WhatsApp, Instagram, Facebook Messenger, web chat) or a CRM, your organization needs an active plan. Go to **Organization > Billing** to choose one.

**Is there a free trial?** No. The Self Service plan has no monthly fee — you only pay per outcome (qualified leads and confirmed bookings), so you can start without any upfront commitment.

**Is there a minimum commitment?** No minimum outcome volume on any plan. Self Service has no monthly fee at all; AI SDR Platform and All in One Marketing are billed monthly and can be cancelled anytime.

**What am I charged for?** Only outcomes: $6.00 (R$30) per MQL (4★) and $20.00 (R$100) per Confirmed Booking (5★). Leads rated 0★ to 3★ are never charged. If a qualified lead later confirms a booking, you're only charged the difference.

**How do I get a discount?** Discount coupons for the monthly plans are provided by your Patagon AI sales contact. Enter the coupon during checkout.

**I'm billed manually by the Patagon AI team. How do I switch to automatic billing?** Go to **Organization > Billing** and select a plan. Your account switches to automatic billing through Stripe. Your manual invoicing stops once the subscription is active.

**I signed up before the current plans. Does my pricing change?** No. Existing customers keep the pricing they signed up with.

**What happens if a confirmed booking is a no-show?** You won't pay for it. The charge is triggered when the booking is confirmed (the booking event), but if the lead doesn't show up, mark the booking as **No Show** and the charge is removed.

**How do I dispute a lead charge?** Open the lead in Leads > Conversations, go to the Information tab, and click Dispute Lead. You have 7 days from first contact to dispute.

**Is the WhatsApp cost included in the outcome price?** No. Outcome prices are Patagon AI's billing. The WhatsApp per-message cost is charged by **Meta**, separately, based on the message category (Marketing, Utility, Authentication, Service). Starting **October 1, 2026**, Meta also begins charging **service messages** (the replies you send to a customer who wrote first), which had been free since November 2024. See [How WhatsApp templates work](/en/agent-optimization/whatsapp-templates.md#how-much-meta-charges-per-message-2026-changes) for the breakdown of categories and per-market rates.

**Does the All in One Marketing plan include a marketing agency?** Yes — we manage your full performance marketing. We partner with the best agencies in the region and work hand in hand with them to make it work. We don't produce your creatives (photos, video, filmography), but once you have them, we manage the ads end to end: campaign setup, targeting, budget optimization, and performance tracking.

**How do I cancel my subscription or close my account?** You can do it yourself from Organization > Settings > General > Delete Organization. This cancels billing, removes the agent, and unlinks your WhatsApp number. See [How to delete your organization](/en/billing-and-plans/workspace-settings.md#how-to-delete-your-organization) for the full walkthrough.


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# Agent Instructions
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```

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