---
title: Welcome to PAGassist
description: Getting started with Pagassist. Learn the basics in this Welcome to PAGassist knowledge base article.
---

[Internal Demos + Guides for PAGassist](https://marketing.pagassist.com/internal-wiki)

# [Welcome to PAGassist](https://marketing.pagassist.com/internal-wiki/welcome-to-pagassist)

 Written by [PAGassist Admin](https://marketing.pagassist.com/internal-wiki/author/pagassist-admin) | Sep 29, 2026, 9:56:15 PM

### What is PAGassist?

PAGassist is Profit Advisory Group’s telecom expense management workspace. It gives PAG analysts one place to organize client locations, vendors, invoices, services, contracts, users, savings opportunities and client-facing reporting.

The goal is not simply to store invoice data. PAGassist is designed to help analysts **review that data, identify issues, connect it to the correct locations and contracts, document findings, and give the client visibility into the results.**

### The basic workflow

For most new clients, the flow is:

**Create Client → Add Vendors → Add Locations → Add/Import Invoices → Review Invoice Data → Add Contracts → Link Records → Add Users → Validate Reporting**

You do not have to complete every step in exactly that order. PAGassist allows you to come back and connect records as more information becomes available.

#### **VIDEO:** PAGassist in 3 Minutes

 

#### SCREEN GRABS: PAGassist's New Client Workflow

##### Overview Tab

- Quick entry of customer and vendor details

##### Invoice Intake & Review Tab

- Where you can manually input invoice details OR upload CSV outputs.
- CSV outputs could be SmartFusion extraction reports, OR you can download the appropriate template and upload that CSV after population

*Future State: PDF ingest will be possible*

##### Contracts Tab

- The place where you can upload PDFs for visual review, alongside input key contract details
- The cleanest linking experience is to input Contracts second

##### Users Tab

- Where client user information and access can be added, archived, and deleted

##### Locations Tab

- Where you can input the known locations provided from the customer
- Once added, if a location does not match ingested invoices, it will flag on the invoice

*Pro Tip: Input locations first, this will help the automation support linking contracts and services from the start*

> **Last verified:** October 2026  
> **Applies to:** PAGassist MVP  
> **Something look different?** Report it to support@pagassist.com.

 

[View full post](https://marketing.pagassist.com/internal-wiki/welcome-to-pagassist)

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