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

The future of AI depends on the
knowledge behind it.

Cortex is the technology that makes enterprise knowledge ready for AI, giving it the structure, context, governance, and quality needed to power accurate answers, reasoning, and action.

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Consistently Recognized as an Industry Leader

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AI needs more than access to your knowledge.

Enterprise knowledge is fragmented across documents and systems, inconsistently structured, missing critical business context, and constantly changing.

That creates three core problems: Poor Quality, Unclear Structure, Missing Context. Garbage in, garbage out: when knowledge lacks quality, structure, and context, everything that depends on it suffers.

The workarounds create more work, and still don’t scale.

When the information layer isn’t ready for AI, teams compensate around it. Those fixes can get a narrow use case off the ground, but they add maintenance, duplicate effort, and make each new AI initiative harder to support.

Content engineering: a document being reworked

Content engineering

Teams manually rewrite and optimize content for AI consumption.

It can improve outputs, but every change in the source knowledge creates more work. At scale, maintaining AI-ready versions becomes another content operation of its own.

AI operating procedures: a checklist written for AI

AI operating procedures

Teams create separate instructions, rules, and workflows specifically for AI.

That creates a parallel layer that has to be maintained alongside the real knowledge system, and inevitably drifts as the business changes.

RAG on raw documents: retrieval searching a document

RAG on raw documents

Teams connect AI directly to existing content and rely on retrieval to find what matters.

Retrieval can surface relevant text, but without enough structure and business context, AI still has to infer relationships, applicability, and business logic on its own.

Unstructured data pipelines: content funnelled into a pipeline

Unstructured data pipelines

Teams use pipelines to extract and move unstructured content into AI systems, but the transformation is often shallow.

The information may be chunked, tagged, or normalized, yet still lacks the deeper business context, relationships, and cross-repository connections AI needs to interpret it correctly.

A fundamentally different approach is needed.

Instead of engineering around fragmented knowledge use case by use case, enterprises need a reusable data layer that continuously structures, contextualizes, governs, and improves the information AI depends on.

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Make enterprise knowledge AI-ready by design.

Cortex transforms the knowledge you already have into a foundation AI can use effectively. It gives enterprise information the structure to be understood, context to be interpreted correctly, governance to remain controlled, and continuous quality assurance to stay reliable as it changes.

This is the intelligence layer beneath Shelf’s AI Knowledge Management and AI Data Layer solutions.

Cortex: the knowledge graph connecting enterprise content into a structure AI can reason over

Transform knowledge across every dimension AI depends on.

Translate + Structure

Turn enterprise information into structures AI can use.

Cortex transforms documents, files, and other knowledge sources into machine-readable structures, metadata, and relationships that make information easier to retrieve, connect, and use.

Add Business Context

Give AI the business context needed.

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

Govern

Keep enterprise control built into the knowledge layer.

Apply the permissions, access controls, ownership, publishing, review, and lifecycle management your organization already depends on, even as knowledge is reused across AI experiences.

Continuously Improve

Keep the knowledge behind AI ready as your business changes.

Continuously identify outdated, duplicate, conflicting, incomplete, and low-quality information so the foundation beneath your AI improves over time.

Connect Data from Any Source

Bring structured and unstructured data into Cortex.

Connect documents, files, databases, and other enterprise sources so Cortex can structure, contextualize, govern, and prepare the information for AI use.

Translate and structure enterprise information
Add business context
Govern the knowledge layer
Continuously improve the knowledge behind AI
Connect data from any source

Shelf solutions built on Cortex

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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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
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Build the knowledge foundation for what comes next.

Turn fragmented enterprise knowledge into structured, contextualized, governed information ready for the people, applications, and AI systems that depend on it.

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