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

The Context Problem: Building AI That Actually Understands Your Business

Learn why context, not the model, decides whether enterprise AI works at scale, and how structure, metadata, and guardrails turn raw documents into context AI can use.

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[ Overview ]

What You’ll Learn

  • What the context problem is, and why context is a source of competitive advantage now that large language models are largely commoditized
  • Why dropping raw PDFs into a bigger context window does not scale, and how structure, metadata, and focus improve accuracy and cost
  • The four layers of context: within a document, across related documents, organizational workflows, and the individual user
  • How to protect sensitive data with access guardrails, choose the right models for each task, and meet users inside the tools they already work in
“You can take the same ingredients, and a master chef will make it that much better. “
– Sagnik Nandy, Chief Technology Officer, DocuSign

See how to give AI the context it needs.

Hear Jan from Shelf and Sagnik from DocuSign discuss what it takes to move AI from pilot to production: preparing documents, layering context, and keeping sensitive information safe at the scale of hundreds of millions of agreements.

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[ Quotes ]

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 The product greatly reduces time and improves efficiency because there is no confusion about outdated or incorrect material.”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 even better than expected, and it’s great to be surprised like that. Usually it’s the opposite. Search Copilot reduced handle time on our email queue by 80%!”

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