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

The AI Data Layer
Powering Superior AI Outcomes

Shelf transforms enterprise documents, files, and knowledge into structured, contextualized and governed information that AI can retrieve, interpret, and use reliably.

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Enterprise knowledge flowing into Cortex and out as outcomes

Consistently Recognized as an Industry Leader

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Your data is the difference between AI that fails and AI that scales.

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Data Access ≠ Data Understanding

AI can access enterprise information without understanding how your business works. Retrieval may find relevant content, but without the right structure, relationships, and business context, AI cannot consistently determine what information means, how it connects, or when it applies.

Teams compensate with prompt tuning, manual tagging, data pipelines, and application-specific logic. That adds engineering and maintenance to every new use case while the underlying problem remains.

The result is inconsistent answers, limited automation, and AI initiatives that fail to scale across the enterprise.

Workarounds fall short: RAG, ETL, context engineering and AOPs still feed hallucinations, inaccurate answers, brittle workflows and blackbox agent actions

At best, each workaround addresses part of the problem, but none creates a reusable data foundation that can support AI across use cases and at scale.

A fundamentally different approach is needed.

Instead of engineering around fragmented information one application at a time, enterprises need a reusable data layer that continuously structures, contextualizes, governs, and quality-assures the data AI depends on.

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Transform enterprise knowledge into an intelligent, continuously improving AI-ready data layer.

Shelf Cortex transforms enterprise documents, files, and knowledge into a reusable data foundation for the AI systems above it.

It adds the structure AI needs to retrieve and connect information, the business context needed to interpret it correctly, the governance required to control how it is used, and continuous quality assurance as the underlying knowledge changes.

How the AI Data Layer Works

Translate + Structure

Optimize enterprise information for AI use. Turn documents, files, and other knowledge sources into machine-usable structures, metadata, and relationships that make information easier to retrieve, connect, and interpret.

Add Business Context

Give AI the meaning specific to your company. Enrich information with context around products, policies, terminology, markets, processes, relationships, audiences, and operating rules so AI can understand what information means and when it applies.

Govern

Carry enterprise controls into AI. Apply permissions, access rules, ownership, review, publishing, and lifecycle controls as information is reused across applications and AI experiences.

Continuously Quality-Assure

Keep the information behind AI current. Continuously identify outdated, duplicate, conflicting, incomplete, and low-quality information as enterprise knowledge changes.

Turn enterprise data into a foundation for accurate and scalable AI.

Give AI business context it can reuse

Model company-specific terminology, relationships, policies, and operating rules once, then make that context available across multiple AI experiences.

Automated quality assurance and continuous improvement

Move recurring structure, enrichment, governance, and quality work into a shared layer instead of rebuilding it around each application.

Drastically improve AI retrieval and interpretation

Give AI more than relevant text by adding the structure and context needed to connect information and apply it to the right situation.

Scale without separating AI from enterprise controls

Reuse knowledge across applications while preserving permissions, ownership, access rules, and governance requirements.

Build once, use for any AI use case

Continuously assess the information AI depends on as documents, policies, products, and business rules change.

Give AI business context it can reuse
Automated quality assurance and continuous improvement
Drastically improve AI retrieval and interpretation
Scale without separating AI from enterprise controls
Build once, use for any AI use case

Security, governance, and reliability

Cortex preserves permissions, access rules, ownership, and governance across connected knowledge sources and the AI systems that use them.

It supports enterprise security and compliance requirements with established certifications, security controls, and auditable access.

APIs and SDKs make governed knowledge available across your existing applications and infrastructure without requiring you to move or duplicate source content.

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SOC 2 Type II

Security, availability and confidentiality trust

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PCI DSS (SAQ A)
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GDPR

EU-compliant data protection protocols

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CCPA
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EU AI Act
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NIST CSF 2.0
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HIPAA
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OWASP

Application security & governance framework

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99.99% Historic Uptime

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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Build the knowledge foundation for what comes next.

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