Add Knowledge to Salesforce for a Better Customer Experience
Salesforce Integration
Increase Service Quality and Speed
Help reps identify the answers before your customers ask the questions.
Deflect Inquiries with Self Service
Improve Community Cloud content quality and coverage.
Reduce Training Time and Costs
Onboard reps faster by delivering new information on-demand
Arm Your Reps with Knowledge Inside Salesforce
CRM Integration
Deliver a better customer experience with contextually relevant information based on customer type, geography, subject, description, and more, by connecting Shelf to Salesforce Accounts, Cases, and Opportunities. Let reps search your entire knowledge base without leaving Salesforce.
Supercharge Self-Service with Fast, Accurate Answers
Community Cloud Integration
Bring your online community to life with knowledge when you connect Salesforce Community Cloud to Shelf. Automatically filter content by audience, topic, language and location for a personalized experience. Help customers help themselves with pinpoint accurate search of your entire knowledge base.
Identify Gaps Between Questions and Answers
Dashboards and Reports
Improve service quality and performance with knowledge analytics created by Shelf MerlinAI. Drill down into detailed interaction reports on search topics, empty searches, and content feedback to zero in on the highest impact improvements.
Continuously Improve The Answers You Deliver
Knowledge Management
Publish new content fast and efficiently with Shelf workflow automation. Set priorities, create content, route approvals, publish, announce, and deliver it directly to reps inside Salesforce and customers visiting Salesforce Community Cloud.
Shelf Platform Capabilities and Features
Learn how the Shelf knowledge platform combines AI with modern SaaS infrastructure and a simple user experience to help agents and customers get the answers they need–on-demand.
Consistently Rated #1 for Knowledge Management
"The ability to integrate Shelf with our CRM and automatically suggest answers is a game-changer.”
Matthew Dvorak | Director of Workforce Management | Tempoe
