Lokam reads closed repair orders from your , usually through a data integration provider. If your store runs CDK, tell us and we'll confirm how it works for your setup. A closed repair order lines up that customer, and the day after it closes your store calls the customer using Lokam's AI assistant. Lokam's team sets up the data connection and the calling numbers; your store approves data access, chooses who receives escalations, and names one person to own the follow-up. This page is for dealerships. If you're a software developer looking for CDK access, ask CDK about its developer program.
Which CDK product does your store mean?
"We're on CDK" can mean different things in a store. CDK sells a (CDK Drive, the system your advisors open in) and a (the system your works leads in). They hold different records, and they connect in different ways.
| CDK product | What it holds |
|---|---|
| CDK Drive (DMS) | ROs, service customers, appointments |
| CDK's CRM | Sales leads, showroom traffic, BDC activity |
Tell us which CDK products your store runs. Service follow-up works from closed repair orders in your DMS. For showroom follow-up, the CRM Lokam reads unsold-visit records from today is VinSolutions.
How does the data get from CDK to Lokam?
Usually through a data integration provider. If your store already has a data-access agreement with CDK or a feed provider, mention it on the setup call so the store doesn't sign for access it already has.
What the follow-up needs from your DMS
| Record | Why it's needed |
|---|---|
| Closed repair order | Lines up the customer for the follow-up call the day after it closes |
| Visit details, including the advisor | Lets the call refer to the visit |
What your store sees after each call
- Opt-outs: a customer can ask Lokam's AI assistant to stop at any point on the call. The number then goes on your store's do-not-call list in Lokam and isn't called again for your store.
- Escalations: the people on your store's escalation list get the customer, a short summary and the main issue.
- Dashboard: each store's dashboard shows its calls and open issues, and each issue has an owner, notes and a status.
Setup: who does what
| Step | Task | Owner |
|---|---|---|
| Step 1 | Confirm which CDK products the store runs (Drive, CDK , both) | Store or IT contact |
| Step 2 | Approve data access | Store |
| Step 3 | Set up the data connection and the calling numbers | Lokam |
| Step 4 | Choose who receives escalations | director |
| Step 5 | Name one person to own the follow-up | GM |
| Step 6 | We recommend checking a few closed against the follow-up list before go-live | Service manager |
What to bring to the CDK setup call
- The CDK products your store is licensed for, and the store or dealer numbers they're set up under. Groups with several rooftops on one CDK instance should say so up front.
- A sample closed from your service lane and, if you run one, your body shop, with the customer's name, phone, email, address and blacked out, so Lokam's team can see how your store fills in each field.
- The names of the people who should be on the escalation list, by department.
- Any existing data-access agreement with CDK or a feed provider, and who at the store signed it.
Consent
Consent to contact your customers is your dealership's. Lokam doesn't collect or decide it. Call within your store's calling hours, and check your store's do-not-call list before the calls start. If a customer asks not to be contacted, add them to your store's do-not-call list for calls and texts. Which customers your store may call, and how, is a question for your store's own counsel.
Where Lokam fits
Next-day feedback that shows you exactly what to fix for customer satisfaction. Lokam is post-visit follow-up for US dealerships. When a customer on the call wants to talk to someone, the AI assistant passes the request to your team, who call back. If an issue stays open, the escalation list gets a reminder.
The dated facts behind this page are on Lokam's facts page. Running stores on different systems? See Dealertrack and Lokam.
CDK integration questions
Does Lokam work with CDK today?
Lokam reads closed repair orders from your , usually through a data integration provider. Tell us your DMS and we'll confirm.
What does my IT team have to do?
Approve data access; Lokam's team sets up the data connection and the calling numbers. Ask on the setup call whether your CDK contract needs anything from CDK's side.
Our CDK Drive setup is customized. Does that matter?
It can. Stores rename types, split service and body shop, or use custom fields for advisors. Bring a sample closed RO, with customer details blacked out, to the setup call so Lokam's team can see how your store fills in each field.
Before you go
What you can do with this
- Know which CDK products your store runs before the setup call.
- Avoid signing for data access your store already has.
- Go live with the escalation list and the follow-up owner already named.
Where Lokam helps
- Cut churn at the source: fix the problems before customers leave.
- Free your team from the follow-up list: they call back the customers who need it.
- Every open issue has an owner, and a reminder when it sits.