> ## Documentation Index
> Fetch the complete documentation index at: https://conto.finance/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Live Rollout

> How Conto Pay moves from sandbox to live money through launch evidence, live review, rollout gates, and customer-safe agent guidance.

# Live Rollout

Conto Pay is sandbox-first. A hosted workspace can discover payees, create checkout links, run
closed-loop sandbox payments, and request payment from another organization before live money is
enabled.

Live money is enabled through a guided rollout. Conto reviews the workspace, launch evidence,
support ownership, funding scope, trust-review ownership, and customer-facing claims before the
workspace is marked live-enabled.

<Info>
  Agents and operators should treat `livePaymentsEnabled` as the source of truth for live-money
  claims. If it is `false`, keep the user in setup, sandbox testing, launch evidence, or live-review
  guidance.
</Info>

## The Launch Path

The Conto Pay Activation card and launch evidence packet use the same launch path:

| Phase         | What it means                                                               | Safe next action                                      |
| ------------- | --------------------------------------------------------------------------- | ----------------------------------------------------- |
| Hosted setup  | The workspace, profile, wallet, controls, or handoff links still need setup | Finish setup in the Conto Pay console                 |
| Sandbox proof | Setup is usable, but sandbox payment evidence is incomplete                 | Run payer-initiated and payee-initiated sandbox flows |
| Live review   | Sandbox evidence is ready or review has been requested                      | Request live review or wait for Conto support         |
| Live-enabled  | Conto has approved the workspace and live payments are enabled              | Use live-money flows inside normal Conto controls     |

Operators can copy launch evidence from the Activation card. Authenticated agents can fetch the
same customer-safe packet from:

```http theme={null}
GET /api/conto-pay/launch-evidence
```

The response returns `{ launchEvidence }`. It intentionally omits SDK key prefixes and
support-only review metadata.

## What Launch Evidence Includes

Launch evidence is safe to paste into a support thread or hand to another authenticated agent. It
includes:

* hosted profile handle, profile URL, and Profile API URL
* account display name, public discovery aliases, and handoff query examples
* setup, wallet, profile, approval, and handoff readiness
* closed-loop payment and hosted request evidence status
* live-review status and next action
* sanitized public-rollout evidence completeness, missing labels, and next action
* public `paymentMode` and compact `agentReadiness.actions`
* customer-safe rollout-policy messaging
* non-secret support packet details for Conto review, including sanitized public-rollout evidence

Agents should use the packet to explain what the user can do next. They should not infer live-money
capability from a profile being discoverable, a checkout link being active, or a live-review request
existing.

## Requesting Live Review

When hosted setup and sandbox proof are ready, operators can click **Request live review** from the
Activation card. The request creates or reuses one Conto support review item for the workspace.

Conto support can also create a launch-review record from the internal launch dashboard when a
cohort is being prepared and the customer has not clicked the Activation card yet. That support
created review gives launch evidence an audit-backed home, but it does not enable live payments by
itself.

<Warning>
  A live-review request is not live approval. The workspace remains sandbox or guided-live until
  Conto approves the review and the Profile API reports `livePaymentsEnabled: true`.
</Warning>

## Public Rollout Evidence

Before Conto Pay moves beyond a controlled cohort, Conto records launch-ops evidence for each
workspace. The required public-rollout evidence fields are:

| Evidence field            | What Conto records                                                             |
| ------------------------- | ------------------------------------------------------------------------------ |
| Support owner             | The named owner for customer questions, live review, and incidents             |
| Production funding limit  | The approved live-funds scope and replenishment owner                          |
| Funnel review cadence     | How often launch funnel alerts are reviewed during rollout                     |
| Trust-report owner        | The owner for profile reports, impersonation concerns, and directory decisions |
| Deployment evidence       | Release, commit, pull request, or deployment evidence for the customer session |
| Legal/compliance evidence | Counsel-approved legal or compliance evidence for external use                 |
| Public rollout decision   | The launch owner's public rollout decision and scope                           |
| Claims review evidence    | Review evidence for docs, marketing, onboarding, and sales claims              |

These fields are visible to Conto support in launch-readiness exports and signoff packets. They are
not required for a supervised sandbox run, but they are required before broad live-money rollout.
The same readiness response includes a `publicRolloutDecision` summary with the recommended
decision, release scope, public-invite flag, live-rollout flag, reasons, and next action for the
selected cohort.

## Rollout Gate Modes

Conto uses a rollout gate before support can enable live mode:

| Mode      | Meaning                                                         |
| --------- | --------------------------------------------------------------- |
| Closed    | Live approvals are paused                                       |
| Allowlist | Only configured organizations can be approved for live mode     |
| Open      | Public live rollout is approved, subject to launch-ops evidence |

An allowlist that permits all reviewed organizations is treated like a public rollout switch.
Support still records the public-rollout evidence fields before enabling live mode.

## Agent Guidance

Agents consuming Conto Pay profiles should follow this order:

<Steps>
  <Step title="Read the Profile API">
    Fetch the public Profile API URL for the handle or checkout link. Keep any `intent` query
    parameter when reading a tracked checkout link.
  </Step>

  <Step title="Read discovery guidance">
    Use `profile.discovery.aliases`, `profile.discovery.queryExamples`, and
    `profile.discovery.agentInstruction` to decide how to display, search, or hand off the payee
    identity.
  </Step>

  <Step title="Compare profile integrity">
    Use the Profile API `profile.integrity.fingerprint`, response `ETag`, and any saved contact
    trust snapshot before preparing a repeat payment. If a saved contact has trust warnings, ask the
    operator to review the current profile before staging the payment.
  </Step>

  <Step title="Check live capability">
    Use `profile.paymentMode.canPresentLivePayments` and `profile.activation.livePaymentsEnabled`
    before describing the payee as live-money capable.
  </Step>

  <Step title="Explain review state separately">
    Use `profile.liveReview.status` and launch evidence `liveReview.rolloutPolicy` only to explain
    where Conto review stands.
  </Step>

  <Step title="Stay in sandbox when needed">
    If live payments are not enabled, help the operator finish setup, run sandbox proof, request
    live review, or wait for Conto support.
  </Step>
</Steps>

## Operator Checklist

Before asking Conto to approve live mode:

* confirm hosted setup is complete
* verify the hosted wallet is ready
* name the public Conto Pay account and add any search aliases counterparties will use
* run a payer-initiated sandbox payment to another Conto Pay workspace
* run a payee-initiated hosted request loop
* confirm no active warning or critical funnel alerts block the launch
* review any open trust reports
* copy the launch evidence packet
* request live review from the Activation card

For public rollout, Conto support also records the launch-ops evidence fields listed above and
exports a signoff packet for launch, support, trust, and legal owners.

## Related Docs

<CardGroup cols={2}>
  <Card title="Conto Pay Overview" icon="credit-card" href="/conto-pay/overview">
    Learn what Conto Pay provisions and how profiles, requests, and receipts work
  </Card>

  <Card title="Using the Assistant" icon="robot" href="/conto-pay/assistant-workflow">
    See the prompts and tool behavior for hosted Conto Pay operations
  </Card>

  <Card title="Approval Workflows" icon="shield" href="/guides/approval-workflows">
    Understand how payment approvals are reviewed and resolved
  </Card>

  <Card title="Notification Channels" icon="tower-broadcast" href="/integrations/notification-channels">
    Subscribe to Conto Pay lifecycle webhooks for request events
  </Card>
</CardGroup>
