Shelf: A Leader in the 2026 Gartner® Magic Quadrant™ for Customer Service Knowledge Management Systems

Your knowledge problem existed before AI.
AI made it impossible to ignore.

Shelf turns scattered enterprise knowledge into high-quality, structured, contextualized information — so people get accurate answers and AI can reason and act with precision.

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Consistently Recognized as an Industry Leader

American Family Insurance logoAmazon logoDeliveroo logoEventbrite logoHelloFresh logoJacuzzi logoKeyBank logoNespresso logoPenn Mutual logoRoku logoSharp Health Plan logoSmithRx logoGlovo logoAthene logoCBC logoAvon logoElco Mutual logoMaximus logoParagon logoVELUX logoYpsomed logoKIPP logoHerbalife Nutrition logoHireRight logoHagerty logo

As AI scales, the knowledge problem
stops being an inconvenience and becomes a roadblock.

Poor Quality

Years of manual and sporadic maintenance leave knowledge outdated, inaccurate, duplicated, and conflicting.

AI uses and applies information it shouldn’t trust.

People waste time verifying what they find.

Unclear Structure

Knowledge is fragmented across documents and systems, with inconsistent organization and weak connections between related information.

AI struggles to retrieve and connect what matters.

People struggle to find what they need.

Missing Context

Critical context lives outside the information itself, in business rules, relationships, and institutional knowledge.

AI lacks the context to use information correctly.

People have to interpret or guess what applies.

When your company’s documents and files are missing context, are outdated and inaccurate, it produces bad results for people and AI.

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It doesn’t have to be this way.

Shelf helps you optimize your knowledge for both humans and AI.

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Turn enterprise knowledge into AI-ready answers.

Shelf Cortex transforms documents, files, and other knowledge sources into high-quality, structured, contextualized information that AI and people can use with confidence.

It enriches enterprise knowledge with the metadata, relationships, context, quality controls, and governance AI systems need to produce more accurate answers, more reliable automation, and better outcomes at scale — while helping people find and use the right information faster.

Shelf Solutions

AI Knowledge Management

For business and KM teams that need a better way to manage, govern, create, find and use enterprise knowledge.

Shelf supports the familiar knowledge-management requirements teams already depend on while extending the same governed knowledge into the AI era.

Underneath that experience, Cortex gives the same governed knowledge the structure, business context and continuous quality AI needs.

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AI Data Layer

For technical teams that already recognize data quality, missing business context, structure or governance as a constraint on AI performance.

Shelf’s AI Data Layer addresses that underlying requirement. Cortex turns enterprise documents and files into AI-readable, contextualized, governed and quality-assured information.

Cortex as a Service is the product for teams that want Cortex beneath an application or AI experience layer they already own.

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How it works

Eliminate bad data before it becomes the wrong answer: image 1

Translate + Structure

Turn documents, files and other enterprise information into structures AI can interpret and use more reliably.

Eliminate bad data before it becomes the wrong answer: image 2

Add business context

Add company-specific meaning around products, policies, terminology, markets, relationships and operating rules.

Eliminate bad data before it becomes the wrong answer: image 3

Govern

Apply the permissions, access controls, publishing, review and lifecycle management complex organizations require.

Eliminate bad data before it becomes the wrong answer: image 4

Continuously Improve

Continuously identify outdated, duplicate, conflicting, incomplete and low-quality information as the underlying knowledge changes.

Shelf gives teams the knowledge foundation for
accurate answers and superior AI

Make company knowledge easier to manage and find.

Reduce the friction created by fragmented content, weak findability, manual administration and information people cannot confidently use.

Give employees and customers answers they can trust.

Better structure, context and quality help AI produce more reliable, consistent and trusted answers.

Expand AI without losing governance.

Reuse enterprise knowledge across AI applications while maintaining the permissions, ownership and controls the business already depends on.

Create the foundation for more automation and less human intervention.

AI creates limited value when people still have to search for, validate or correct its answers. Reliable underlying knowledge creates the trust required to automate more work.

Managing and finding company knowledge in Shelf
Answers employees and customers can trust
Governance at scale
The foundation for automation

What our customers say

“The Shelf solution is superb! We achieved a 25% reduction in average handling time in the first three months of going live with Shelf.”

“Overall, Shelf has been fantastic and the integration into our CCaaS environment was quick and easy. Some of my favorite functionalities are Answer Assist, the ability to integrate with a chatbot, search functionality inside of documents, and the multi-language capabilities.”

“Shelf has provided us with a solution to our knowledge needs. We now have a single source of truth that our advisors can look to when helping customers. Shelf is easy to use for both advisors and administrators, and we’ve seen improvements in a number of metrics since implementation.”

“I have been using Shelf for a long time and I am extremely impressed with its knowledge management and content organization capabilities. The product greatly reduces time and improves efficiency because there is no confusion about outdated or incorrect material.”

“Shelf is knowledge retrieval and management as it should be. Search Copilot has significantly reduced time spent by our agents looking for answers. Its Content Intelligence features help us ensure the information retrieved is relevant and accurate.”

What our customers say
about Shelf on G2

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Ready to build on better Knowledge?

See how Shelf turns fragmented enterprise knowledge into a high-quality, structured, contextualized foundation for people, AI, and everything you build next.

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