PSC SME - Slackbot Skills
Published on October 26, 2026 QuoteX
Create Libraries/Templates in QuoteX with Slackbot or Claudeforce Skills
Use ready-made Slackbot or Claudeforce Skills to create libraries/templates in QuoteX (Pre Sales Cloud SME) 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 Libraries/Templates Skills
1. quotex-scope-library-manager
Required Permissions: 'PSC Admin' - Permission Set Assigned
Create and manage Scope Libraries in QuoteX (Salesforce), including the Template scopes inside them and the role-based efforts under each scope. Use whenever you want to build, populate, extend, review, audit, update, retire, or reorganize a PSC Scope Library, add Template scopes with role/phase/hour efforts, or check a library for duplicates, gaps, naming issues, off-Rate-Card roles, or unrealistic hours. It always reviews a proposal with you before writing anything to Salesforce.
Download here: quotex-scope-library-manager.zip
2. resourcing-plan-template-builder
Required Permissions: 'PSC Admin' - Permission Set Assigned
Designs a PSC/QuoteX Resourcing Plan Template and its Decision Rules (derived effort % by role and phase) from a project scenario, presents them as a reviewable table, and creates the Salesforce records only after you approve. Use when you want to build, plan, or set up a resourcing plan template, derived effort rules, or secondary role allocations (PM, QA, BA, Tech Lead) based on core role hours.
Download here: resourcing-plan-template-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 skill. |
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-00483