Shelf

Review of Shelf Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Shelf

Shelf is a cloud-based platform that helps modern businesses thrive with on-demand answers to the questions that block customer and employee success. Shelf’s proprietary MerlinAI listens for questions and instantly suggests the best answers in search, chat, IVR and forms. Results return helpful snippets that lets users dig deeper on-demand–not long articles that waste precious time. Additionally, the platform identifies gaps between questions and answers so businesses can see how well the content in your knowledge base meets customer needs. With Shelf, users can automate the entire knowledge lifecycle including content creation, review and approvals, announcements, ratings and comments. It saves knowledge admins valuable time and makes it easy to improve the knowledge base, so it is clean and up to date. Shelf’s Agent Assist component enables every agent to deliver enhanced customer experience. Additionally, it allows Integration into the tools that agents use every day and answers directly to agent desktop so they can respond to customers. It allows businesses to deflect low-effort inquiries via fully branded self-service portal, chatbots and AI-enabled answers in forms. With S...

Shelf Screenshots

Shelf Features

Features of Shelf
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing

Shelf Integrations

Dropbox Business logo
Dropbox Business
Slack logo
Slack
Genesys Cloud CX logo
Genesys Cloud CX
CXone Mpower logo
CXone Mpower
Kustomer logo
Kustomer
Salesforce Platform logo
Salesforce Platform

Customer Reviews

See why people love Shelf

5 Star
90%
4 Star
0%
3 Star
10%
2 Star
0%
1 Star
0%
Rudy C.

Rudy C.

Verified User

Logistics and Supply Chain · 1001-5000 employees

Used daily for less than 12 months
Dec 22, 2025

Very good and well-rounded tool

Very good. I'd definitely recommend it

What they liked
  • I really liked the diversity of knowledge content one can create
  • Decision trees and wikis were the most important for us, and we found them tremendously useful
Room for improvement

The visuals of the frontend seemed a bit rudimentary, and we weren't able to modify or customize them

Switched From

The tool had technical limitations that made it necessary for us to find a more powerful tool/platform.

Why they chose it

"Especially because of the diversity of knowledge content. We needed to create decision trees or the like in order to present our users with guided workflows. That was impossible to do with the alternatives."

Vincent L.

Verified User

Telecommunications · 1001-5000 employees

Used daily for less than 2 years
Dec 22, 2025

Excellent Knowledgebase Management Tool

I have been using Shelf for a long time and I am extremely impressed with its knowledge management and content organization capabilities. The software allows for quick search and categorization of all our files and information. This greatly reduces time and improves efficiency because there is no confusion about outdated or incorrect material. It is easy to manage permissions and sharing. My company likes to use it to onboard new employees since it is easy to set up a series of well-documented product and training guides. Overall, it's an excellent knowledgebase management tool and the Shelf team has been very supportive.

What they liked
  • The product is intuitive and straightforward
  • Shelf provides admins with detailed analytics and control features
  • It also integrates well with the other applications that my organization uses
  • For typical users, the software's design as well as search make finding documents quick and seamless
Room for improvement

The knowledgebase management tool is great for any textbase documents, but it lacks features that can be improved if it offered better functionality and scaling of specific file types

Switched From

Lack of control and organization since it almost gives users too much freedom to upload and share whatever they want.

Andy B.

Verified User

Food Production · 201-500 employees

Used weekly for less than 2 years
Dec 22, 2025

Shelf review

Great partnership - worked well during implementation and continued support in set up

What they liked
  • Relationship with the team at Shelf
  • Support in implementation
Room for improvement
  • UX - really dislike the colour for some reason
Switched From

Better functionality with Genesys and was part of our tech transformation

Mark C.

Verified User

Financial Services · 5001-10000 employees

Used daily for less than 12 months
Dec 22, 2025

Reduce Average Handling Time within your call center

Excellent! The product has been superb! The initial Shelf Training and Shelf Academy has helped us greatly. The ongoing support is also very good.

What they liked

So far we've seen a 25 percent reduction in average handling time across the first three months of going live with Shelf

Room for improvement
  • There are no cons currently and the product has been very well received
Switched From

Better reporting and more interactive for all parts of our business.

Jared O.

Verified User

Hospitality · 1001-5000 employees

Used daily for less than 2 years
Dec 22, 2025

The Best Knowledge Base Software

SHELF has been great! Before SHELF I created a website knowledge base for us to use, noting my website didn't have a good search feature, the ability to create folders, nor the real feel of a knowledge base. Getting SHELF helped us finally step into the real world of knowledge bases, and the work they have put into this web based software is superior. I am enjoying my time with it, and the ease of use of SHELF has made it an outstanding product.

What they liked
  • One of the features of this product is its online
  • I love the option of having it web based, and not downloaded onto your PC, giving access where ever I go
  • The Ease of use is fantastic
  • It doesn't take much to learn, and has the ability for anyone to be able to pick up and use
  • If you are familiar with social media (Twitter for example) you will feel right at home with the hashtag feature
Room for improvement
  • The only issue ive had with the software would be, my agents didn't care to much for the intergration with NiCE Incontact
  • We tried this and the window would be to small or to big, causing the agents frustration when answering calls
  • It would always pop up, and the agents would of liked the ability to be able to click it when they need it, instead of the popping up with every call
Why they chose it

"The ease of use! the others didn't have the robust features we need like SHELF had. SHELF was easy to use, and it just had better layouts than the others we looked at."

Sean G.

Verified User

Insurance · 501-1000 employees

Used weekly for more than 2 years
May 28, 2026

Effective Knowledge Retrieval and Content Administration

Our overall experience with Shelf has proven to be positive. The support team is responsive, and feature enhancements are ongoing. The introduction of new features like Search Copilot and Content Intelligence has dramatically increased our agents abilities to quickly answer questions and has allowed our content administrators to ensure material is up-to-date and reliable.

What they liked

- Seamless integration with our contact center solution - Search Copilot has significantly reduced dead-end searches and the time agents spend searching for answers - Content Intelligence has enhanced the accuracy and relevance of retrieved information

Room for improvement
  • - Some users may require training to fully leverage Shelf's capabilities

Jennifer T.

Verified User

Hospital & Health Care · 51-200 employees

Used weekly for less than 12 months
May 28, 2026

Best there is

Verified reviewer

What they liked
  • So much easier to use than other programs
Room for improvement
  • Really don’t have any complaints everything was to perfect
Abdelati L.

Abdelati L.

Verified User

Accounting · 1001-5000 employees

Used daily for more than 2 years
May 28, 2026

Best for Auto Learning, is a truly amazing product..!

By using this program for long periods. Contribute to the cognitive and educational development

What they liked
  • This smart program for what is available on it makes everything easy when using it
  • Really very nice product
Room for improvement
  • Negativity is not the opposite, it is really positive
Jordanne O.

Jordanne O.

Verified User

Education Management · 51-200 employees

Used daily for less than 2 years
May 28, 2026

Excellent resource for maintaining quality control and communication across our organization

My overall experience with SHELF has been incredibly positive. First and foremost the customer service and personal attention has been wonderful. I never go more than a few hours without answers to my questions and they are always ready to listen and work on any issues I am having no matter how minor. I really feel like they take their clients wants and needs into account as they develop updates and the response that I have gotten from my own organization has been overwhelmingly positive.

What they liked
  • This software is incredibly user friendly and I have really appreciated the ability to create separate libraries for all of the different stakeholders in my organization
  • It makes the navigation of the resource super intuitive for my staff and allows everyone to put their hands on what they need exactly when they need it
  • The ability to store and share a multitude of different file types as resources has also been invaluable
Room for improvement
  • There is not much I don't like about the software but one update that I am eagerly anticipating is the ability to upload and have a master copy of a resource in my organization library and have it replicated in other libraries
  • This will cut down on the amount of uploads and also allow us to have stronger version control on resources that we use across the organization and across our different regions
Jackson D.

Jackson D.

Verified User

Fund-Raising · 2-10 employees

Used daily for less than 6 months
May 28, 2026

Our 'walled garden' called Shelf

We were searching for a archiving solution that would package our company's offline and online resources (designs, documents, ideas, etc.) into a value add, easy to find, easy to use tool for our customers. Shelf provided the exact solution. Similar to how Google provides valuable search options, Shelf give us (the originator) a way to package resources and then offer in a secure walled off 'garden' , so our customers can 'harvest' those resources.

What they liked
  • Having a "Google like" (search by tags) generated system of classifying and organizing online/offline content onto one cloud platform is transformational
  • By allowing the end user (in our case, customers) to search via tags, then find>view>download any and all content relating to our relationship with them, the overall 'findability' and value of our resources increases expotentially
  • The value increases because it's not just sitting in some obscure Dropbox, it's growing and being harvested in "our walled garden" by our customers
  • For genre specific content, we can upload new content, tag with appropriate genre related tags and automatically 'push out' the material
  • Soon as the tags are applied, then all members of that genre have access to the material AND are automatically notified
  • Versus the old method of copy>paste individual files into each customer's Dropbox folder
  • The thumbnail display, which is truly amazing, provides a visual reference to the items searched for and shortens the final mile of the search to the speed of light
  • Tagging is an art and Shelf customer onboarding walks you through the learning curve (changing from the file folder based system)
Room for improvement
  • Still working on versioning, but the workaround works for us

Write a Review

Share your experience to help others make better decisions.

(0/5 Stars)

Decision Context

Popular Shelf Alternatives

Main Product
Shelf
Shelf
Overall Rating
Rating 4.8
Pricing
Starting at $10.00 per month
Learn More
Alternative Product
Notion
Notion
Overall Rating
Rating 4.7
Pricing
Starting at $12.00 per month
Learn More
Shelf

Shelf

4.8
Pricing
Starting at $10.00 per month
Visit Website

See what companies are saying about Software Advice

Great
Based on 619 reviews
Trustpilot
Professional Service

This is very useful service. The company presents itself in a very professional manner.

Ansuya, 1 hour ago

Subscription Successful!

You've been added to our newsletter.