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Shelf – Knowledge Management and Content Intelligence for Salesforce
AI-Powered Knowledge Management System for Salesforce
Overview
Shelf is an intelligent KMS for Salesforce that centralizes and curates company knowledge. We provide the Content Intelligence (CI) layer that cleans, governs, and enriches knowledge across silos, so any AI/CCaaS/CRM delivers accurate, compliant answers.
Boost agent efficiency and productivity: Centralize and integrate knowledge within Salesforce to decrease handle times, reduce context switching, and reinforce trust by providing the right answer at the right time.
Maximize the effectiveness of knowledge managers: Enable knowledge teams to organize and govern content into reusable, AI-ready Shelf Gems—FAQs, dynamic decision trees, wikis, and videos.
Improve content quality through analytics: Leverage built-in feedback, analytics, and AI insights to identify knowledge gaps and continuously optimize performance.
Ensure consistent, trusted customer answers: Deliver a single source of truth for all teams with governed, AI-enriched knowledge content that integrates across Salesforce.
Shelf transforms how enterprises manage and deliver knowledge across Salesforce. It’s an intelligent, scalable Knowledge Management and Content Intelligence Platform that ensures your teams always have the right answer at the right time. Key Capabilities: AI-Powered Knowledge Management: Centralize company knowledge into a single, governed system that connects seamlessly with Salesforce. Agent Assist Integration: Empower agents to resolve issues faster by surfacing the most relevant content directly in Salesforce Service Console and Agentforce. Content Intelligence & Analytics: Identify content gaps, duplicates, and outdated material using advanced analytics. Automation & Governance: Use built-in workflows to ensure accuracy, compliance, and version control across knowledge repositories. Answer Automation: Deliver trusted responses for both agents and customers with AI models trained on curated enterprise content. Outcomes: Reduce average handle time (AHT) and improve first-call resolution (FCR). Increase agent productivity and customer satisfaction. Create a single source of truth for knowledge across teams and systems.
Categories
- Business Needs
- Customer ServiceDocument ManagementAgent Productivity
- Industries
- Financial ServicesHealthcare & Life SciencesManufacturing
- Personas
- Business Operations ManagerService Agent / SupervisorOther
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyManaged PackageLightning App Builder