// use cases by industry

Real scenarios.
Demonstrable control.

Typical scenarios from industries most exposed to customer data processing. Each shows how a process governs agents: who acts, on which data and under what oversight.

Financial services
SCENARIO 01 —

Complaint handling with human approval

The problem: several departments want to use AI agents to respond to customers. However, Compliance has no visibility into which personal data is processed, and nobody can demonstrate who approved a response.

With vtezero: the complaint handling process invokes the agent, which reads only the data allowed for the role it represents and drafts the response. Before sending, the process pauses at a checkpoint: a manager decides. Every step remains traceable.

ProcessHuman checkpointAudit
What stays under control
Data accessible to the agent By role
Sending to the customer After approval
Tracked steps All
For compliance teams
At any time, you can demonstrate which agent processed which data, within which process, and who approved the outcome.
Manufacturing & Industry
SCENARIO 02 —

After-sales support across CRM, ERP and ticketing

The problem: responding to a customer requires data scattered across CRM, ERP and ticketing. Departments want agents to consult it; IT fears untracked agents with overly broad access.

With vtezero: vtezero connects the agent to all three systems without replacing them and assigns the permissions of the role it serves. The support process determines what the agent can resolve on its own and when a case goes to a technician.

CRM · ERP · TicketingRoles and permissionsProcess
What stays under control
Systems replaced None
Data access By role
Critical cases To a technician
For IT
A single governance platform instead of multiple point-to-point integrations, each with its own rules.
B2B services
SCENARIO 03 —

Customer onboarding with internal and external agents

The problem: onboarding a new customer involves different agents, some developed in-house and others supplied by third parties. Each has its own logic, with no shared orchestration.

With vtezero: one process orchestrates all agents. Each acts when invoked by the process and sees only the data needed for its step. The account manager approves the key steps.

OrchestrationThird-party agentsHuman-in-the-loop
What stays under control
Coordination One process
Agents involved Internal and external
Key steps Approved
External agents
The same rules on permissions and customer data apply to third-party agents.
Retail
SCENARIO 04 —

Customer care using purchase data

The problem: an agent responds to customers using purchase history and loyalty programme data. Without rules, every response processes personal data in a way that is difficult to account for.

With vtezero: customer data processing rules are part of the support process. The agent handles routine requests, exceptions go to a human operator, and activities are visible in real time.

GDPR by designDashboardHuman checkpoint
What stays under control
Customer data Compliant by design
Agent activities In real time
Exceptions To a human operator
For the DPO
GDPR controls are built into the operational workflow: they are not an after-the-fact check.
Public administration & Utilities
SCENARIO 05 —

Case management with traceable decisions

The problem: the organisation wants to use AI agents to prepare cases, but must be able to reconstruct every decision and assign responsibility.

With vtezero: the agent collects data and prepares the assessment within the case process. The decision stays with an official, at a checkpoint built into the process. Every activity is logged.

ProcessHuman-in-the-loopTraceability
What stays under control
Final decision By a person
Tracked activities All
Audit reconstruction Step by step
Regulated industries
Here, human oversight and traceability are the starting point, not an add-on.

Is your industry missing from the list?

vtezero governs agents within your existing processes. Tell us about yours and we will build the scenario together.