PSC Admin - Slackbot Skills
Published on October 26, 2026 QuoteX
Set Up QuoteX with Slackbot or Claudeforce Skills
Use ready-made Slackbot or Claudeforce Skills to configure QuoteX (Pre Sales Cloud) through a guided conversation. This guide lists the available skills, where to download them, and how to add and run them in Slackbot.
| What you will do: 1) Download the skill zip files, 2) Unzip to find each .md file, 3) Import the .md files into Slackbot Skills, 4) Run a skill from a new Slackbot message. |
Available QuoteX Setup Skills
| # | Skill | What it does | Download |
| 1 | psc-system-settings-setup | Guides an admin through configuring the org-level PSC System Settings (QuoteX / Pre Sales Cloud) in Salesforce by asking business questions, then creates the org-level record if missing or updates it if present, and verifies the result. | psc-system-settings-setup.zip |
| 2 | quotex-rate-card-manager | Creates and manages PSC Rate Cards in QuoteX (Salesforce) along with their supporting Regions, Practices and Skills, after a reviewable plan. Use it to create, update, or bulk-load rate cards, set bill/cost rates by role and level, define currencies, effective dates, threshold % (max discount), customer-specific rates, or set up Regions, Practices and Skills for QuoteX. | quotex-rate-card-manager.zip |
| 3 | psc-document-template-section-builder | Guides a business user, through a short step-by-step conversation, in creating a PSC Document Template and its Paragraph/Table Document Sections (SOQL with {pv0}, Table Config/Style JSON) in Salesforce for SOW generation, after a reviewable plan. Use it to build, design or extend a PSC/QuoteX SOW or document template and its sections. | psc-document-template-section-builder.zip |
| Note: Download each zip file and unzip it to find the .md file for each skill. You will import these .md files into Slackbot in the next section. |
Add the Skills to Slackbot
Step 1: Open Slack, navigate to Slackbot, and from the list under it select Skills.
Slackbot menu with the Skills option.
Step 2: Click Add to import a skill.
The Add button on the Skills screen.
Step 3: Drag and drop, or browse to, a downloaded .md file.
Uploading a skill .md file.
Step 4: Confirm the file name of the markdown file is shown.
The uploaded markdown file name is displayed.
| Done: The skill is now added in Slackbot. Repeat steps 2-4 for each of the three skills. |
Run a Skill in Slackbot
Step 5: Navigate to the new message screen in Slackbot and click the skills icon in the status bar of the input area to select a skill.
Selecting a skill from the skills icon in the message input area.
Step 6: After the skill is added to the input, press Enter. You will see the instructions to perform the skilled task.
Slackbot showing the skill instructions after you press Enter.
| Tip: Follow the conversation prompts. Each skill presents a reviewable plan before it creates or updates anything in Salesforce. |
Knowledge Article Number: KA-00482