Cleo + CDK and Tekion
AI phone agent that books service appointments in CDK and Tekion.
Cleo answers your service calls, day or night, and books through your CDK or Tekion online scheduling. When a person is needed, your team takes over.
Stevens Creek Subaru · real dealership results
447 booking-outcome calls in 30 days.
1,678
Calls answered, Sept 21 to Oct 20, 2026
447
Booking-outcome calls in the same 30 days
30
Booked while closed, same 30 days
A booking-outcome call ended as a scheduled appointment in Cleo’s call log. It is not a completed appointment or revenue. Stevens Creek Subaru books into OCAS, not CDK or Tekion, so this is not a CDK or Tekion result. These are one dealership’s results, not a promise of yours.
“If a call is not answered within three rings in any department, Cleo steps in.”
Sheriff Demitri, General Manager, El Cerrito Honda
How Cleo books into CDK and Tekion
From the call to your CDK or Tekion schedule.
01 · Know the caller and the car
Cleo looks up the caller’s number. In Tekion it finds the vehicles and upcoming appointments on file. In CDK, a returning caller confirms a code CDK texts them, then Cleo loads their vehicles on file. A new vehicle is checked against your scheduler by year, make and model.
02 · Read the open times
Cleo matches the request to a service your scheduler lists, or books it as a general request in the caller’s words. It asks when the caller wants to come in, then offers only the open times CDK or Tekion returns.
03 · Book it and confirm
When the caller picks a time, Cleo creates the appointment in CDK or Tekion. It confirms the day and time only after the booking succeeds.
Where those workflows are turned on, Cleo also handles changes. In Tekion it moves or cancels an appointment after the caller reads back a texted code. In CDK it books the new time first and leaves cancelling the old one to your team as a task. It cannot create capacity that is not in your schedule.
People stay in the loop
What the caller hears, and when a person steps in.
What the caller hears
A phone conversation that asks one question at a time: name, callback number, vehicle, mileage, what they need and when they want to come in. Cleo checks the spelling of the name, offers the open times and reads back the booked day and time.
When a person is needed
If no time is open or a booking fails, Cleo never says an appointment is confirmed. It offers a callback from your service team, and a failed booking becomes a callback task with the details Cleo collected. It never retries a failed booking on its own.
Cleo can be live in under 7 days. Before launch, confirm your CDK or Tekion online scheduling, service rules, opening hours and escalation destinations. CDK and Tekion are trademarks of their owners. Cleo is an independent vendor, and this page does not describe a CDK or Tekion partnership, certification or endorsement.
FAQ
Still have questions?
Can Cleo book CDK service appointments after hours?
Yes. Cleo answers day or night and books through CDK’s online service appointment scheduling. It offers only open times CDK returns and confirms the appointment only after the booking succeeds. Your dealership’s CDK setup and service rules are confirmed first.
Does Cleo work with Tekion for service scheduling?
Is Cleo an official CDK or Tekion partner?
Are the results on this page from CDK or Tekion dealerships?
Contact
Book into CDK or Tekion, day or night.
See how Cleo would answer your service calls and book into your CDK or Tekion schedule.
