Shelf 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Shelf

4.8

(106)

Pricing

Starting at $10.00 per month

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 Pricing and Plans

Starting price: $10.00 per month

Free Trial

Free Version

Basic

$10.00

per feature, per month

No plan information available

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Shelf Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of Shelf
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Process Control
Audio File Management
Audit Trail
Catalog Management
Chatbot
Commenting/Notes
Communication Management
Content Library
Content Management
Content Publishing Options
CRM
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Decision Support
Discussions/Forums
Document Automation
Document Capture
Document Management
Document Review
Document Storage
Drag & Drop
Drag & Drop Editor
Email Alerts
Engagement Tracking
Feedback Management
File Recovery
Full Text Search
Generative AI
IVR
Knowledge Base Management
Knowledge Management
Live Chat
Machine Learning
Multi-Language
Natural Language Processing
Optical Character Recognition
Performance Metrics
Pre-built Templates
Real-Time Notifications
Real-Time Reporting
Reporting/Analytics
Reporting & Statistics
Rich Text Editor
Search/Filter
Self Service Portal
SEO Management
Single Sign On
SSL Security
Surveys & Feedback
Tagging
Templates
Text Editing
User Management
Video Support
Web Notifications
Website Integration
Widgets
Wiki
Workflow Management
WYSIWYG Editor

Shelf Integrations

Dropbox Business

Slack

Genesys Cloud CX

CXone Mpower

Kustomer

Salesforce Platform

See all 22 integrations

Shelf User Reviews

Overall Rating

4.8

Ratings Breakdown

86%

12%

Secondary Ratings

Ease of Use

4.8

Value for money

4.8

Customer support

5.0

Functionality

4.6

Jordanne O.

Verified reviewer

Education Management

51-200 employees

Used daily for less than 2 years

Review source

Reviewed August 2018

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

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.

Verified reviewer

Fund-Raising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2018

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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).

Cons:

Still working on versioning, but the workaround works for us.

Don D.

Verified reviewer

Research

11-50 employees

Used daily for less than 6 months

Review source

Reviewed February 2019

Cloud Based Knowledge Management System

We wanted a product that would help us manage our knowledge better. The product is good , but the overall speed / refresh rate is poor in-spite of us using more than 50 mbps.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The search features , quick customer care responses and online tutorials.

Cons:

The speed and the sense that they were learning the functionalities of the product on the job.

Marc K.

Verified reviewer

Used daily for less than 12 months

Review source

Reviewed October 2017

Shelf helps our marketing team be more collaborative and efficient

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Shelf is great for project research and managing advertising versions and sales collateral for our marketing team - Easy to organize various iterations and revisions with custom and company tags, badges, groups, organization library, folders, etc - A powerful search tool that keeps what the team needs within reach. We can search inside documents & images and filter by version, date, users, content type and even different locations - Shelf has been an Evernote replacement for our team. It's a much easier and intuitive way for marketing and product teams to collaborate on content research.

Cons:

Cons; would like to see an integration for Slack. Our team uses Slack and it would be helpful to be able to pull in our attachments and links into Shelf so we have a more comprehensive experience.

John C.

Verified reviewer

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2018

Great experience, friendly, knowledgeable, no sales pressure which was AWESOME and APPRECIATED!

Easy CMS for users with NO TECH experience. Deepens our value to our members by providing not just our content but valued content from external sources in 1 easy to find, easy to search, and easy to share online platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We like the ease of sharing files and different resources across our membership. The ease of adding both internal content via OneDrive and external content with their Web Clipper is not found on any other product. Having the ability to customize user groups with specific roles in their group is a great feature. Allows us to promote people to roles in a group but not on the overall platform. The ability to make certain things public and certain things private allows for easy sharing and linking from website and social media. The search feature is the most impressive feature, allowing users to search from a wide variety of content across the entire platform. Don't forget about the ability for authors to get emails alerting for new comments to easily respond and address certain questions.

Cons:

The lack of a built in CRM tool and/or linking via api keeps the product from certain users but is the best CMS on the market.

Tony C.

Verified reviewer

Computer Software

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed October 2017

Unique

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Shelf lets me put everything in one place and synchronize with other apps like Dropbox. It has a slick interface and was easy to learn. It's nice that I have both private areas and areas that I can share with an organization. I like how the tags work.

Cons:

I haven't really found any big downsides with Shelf. My main online storage areas are Dropbox and Google Drive and those are covered. It does take a little playing with Shelf to understand how to maximize its benefits, but there is good customer support available. My questions were answered quickly.

Tyler K.

Verified reviewer

Religious Institutions

51-200 employees

Used daily for less than 6 months

Review source

Reviewed August 2018

A Unique Product and Team

Support team has been a genuine pleasure to work with. I have appreciated their helpfulness and care from initial contact, through the sales process, and now as a customer of several months. They are responsive to my requests and go out of their way to assist as needed, all while they continue to improve the product month by month.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Shelf offers the unique ability to combine a great variety of digital content from a diversity of places into one central, organized, and searchable location. This, coupled with an in-depth training and onboarding process, as well as thoughtful constraints within the platform, assist the user not only with building but also maintaining an orderly and useful digital library.

Cons:

Shelf satisfies all of my major needs, but I do hope for future improvements in the areas of a) more advanced search features, b) finer-grained permissions options, c) more advanced tagging features, and d) custom fields and filters.

Shauneen G.

Verified reviewer

International Trade and Development

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed October 2017

Shelf is a great content collaboration tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

High level organizational capabilities, easy to use & attractive interface, the Web Clipper. The organizational capabilities are great (especially if you implement your company’s existing file structure), but the search feature is so fine-tuned that you don’t need to be overly organized to find what you need.

Cons:

There's no built in messaging or chat feature but they told me that a Slack integration was coming in the future.

Dale H.

Verified reviewer

Computer Software

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed June 2019

Shelf for the win!

As a proposal manager with a hefty proposal work load, and short deadlines, I need my response content fast. Considering we have over 3,000 content records (and growing daily) there's a lot of information to sift through. Shelf makes this incredibly easy and efficient. Updating current records is super easy, as is adding in new content. And Shelf indexes it all amazingly fast!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Shelf is intuitive, easy to use, and extremely powerful. I appreciate the ease with which I can manage content; both creating new items, and managing current content.

Cons:

So far I haven't found a lot to dislike about Shelf. Members of my team were hoping for Boolean search capabilities, but I find that searching with just basic terms brings back all the results I could possibly need. All thanks to the extreme indexing power of Shelf.

Sachin N.

Verified reviewer

Internet

51-200 employees

Used daily for less than 12 months

Review source

Reviewed October 2017

Shelf makes life easier.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Just like its integrations with other productivity tools such as GSuite, Gmail, Dropbox, Evernote, and others, Shelf integrates with your workflow seamlessly. Being organized with regard to digital content creates new opportunities for work, collaboration, and productivity, while also reducing stress and frustration that wasn't as visible before using Shelf.

Showing 1 - 10 of 106 Reviews

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