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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.
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.

The Launch Path

The Conto Pay Activation card and launch evidence packet use the same launch path:
PhaseWhat it meansSafe next action
Hosted setupThe workspace, profile, wallet, controls, or handoff links still need setupFinish setup in the Conto Pay console
Sandbox proofSetup is usable, but sandbox payment evidence is incompleteRun payer-initiated and payee-initiated sandbox flows
Live reviewSandbox evidence is ready or review has been requestedRequest live review or wait for Conto support
Live-enabledConto has approved the workspace and live payments are enabledUse 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:
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
  • setup, wallet, profile, approval, and handoff readiness
  • closed-loop payment and hosted request evidence status
  • live-review status and next action
  • public paymentMode and compact agentReadiness.actions
  • customer-safe rollout-policy messaging
  • non-secret support packet details for Conto review
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.
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.

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 fieldWhat Conto records
Support ownerThe named owner for customer questions, live review, and incidents
Production funding limitThe approved live-funds scope and replenishment owner
Funnel review cadenceHow often launch funnel alerts are reviewed during rollout
Trust-report ownerThe owner for profile reports, impersonation concerns, and directory decisions
Deployment evidenceRelease, commit, pull request, or deployment evidence for the customer session
Legal/compliance evidenceCounsel-approved legal or compliance evidence for external use
Public rollout decisionThe launch owner’s public rollout decision and scope
Claims review evidenceReview 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.

Rollout Gate Modes

Conto uses a rollout gate before support can enable live mode:
ModeMeaning
ClosedLive approvals are paused
AllowlistOnly configured organizations can be approved for live mode
OpenPublic 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:
1

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.
2

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.
3

Check live capability

Use profile.paymentMode.canPresentLivePayments and profile.activation.livePaymentsEnabled before describing the payee as live-money capable.
4

Explain review state separately

Use profile.liveReview.status and launch evidence liveReview.rolloutPolicy only to explain where Conto review stands.
5

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.

Operator Checklist

Before asking Conto to approve live mode:
  • confirm hosted setup is complete
  • verify the hosted wallet is ready
  • 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.

Conto Pay Overview

Learn what Conto Pay provisions and how profiles, requests, and receipts work

Using the Assistant

See the prompts and tool behavior for hosted Conto Pay operations

Approval Workflows

Understand how payment approvals are reviewed and resolved

Notification Channels

Subscribe to Conto Pay lifecycle webhooks for request events