> For the complete documentation index, see [llms.txt](https://docs.aspis.finance/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aspis.finance/whitepaper/aspis/how-it-works.md).

# How it Works

## Investor Flow

Aspis streamlines the investor journey into five key steps:

1. **Browse Existing DAOs or Create Your Own Fund:** Utilize built-in AI agents or customize strategies, assisted by a chatbot-style interface that abstracts complex DeFi interactions. Users can request the platform to search for suitable vaults based on specific criteria, making the process intuitive and conversational.
2. **Invest in One Click:** Deposit funds to receive smartcoins representing your stake. The chatbot interface supports direct investment commands, simplifying user engagement.
3. **Boost Returns:** Leverage the execution layer to rebalance positions for optimal yield. Users receive performance notifications along with actionable suggestions for rebalancing, ensuring maximized returns.
4. **Stay in Control:** Monitor performance directly without intermediaries. Real-time updates and alerts are delivered via the chat interface for seamless user experience.
5. **Exit Anytime:** Burn smartcoins to redeem investments seamlessly, with guided instructions available through the chatbot.

## General Settings

1. **Create or Choose a Vault**
   * Managers or AI agents define trading rules (allowed pairs, fees, strategy). Investors deposit to receive vault tokens.
2. **Security & Delegated Calls**
   * Vault contracts enshrine **trading boundaries** (max slippage, approved DEXs, etc.).
   * Managers/AI must operate within these rules—**they can’t withdraw user funds**.
3. **AI Agent Integration**
   * Agents scan market data, propose trades to the vault.
   * The vault checks each trade for compliance with set rules, **protecting** against rogue actions.
4. **User Interaction Abstraction**
   * Investors interact via simple text commands (chatbot, Telegram, web UI).
   * AI translates goals into on-chain instructions, saving time and complexity.
5. **Withdrawal**
   * Investors can leave at any time, burning their LP tokens for a **pro-rata** share of the vault’s assets.