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Book VaultRE scheduled viewings with AI

A buyer replies that Saturday at 10:30 works, and an agent then opens the calendar, adds a scheduled viewing, finds the property, finds or adds the attendee and ticks the status boxes.

Cotlet does it in your own VaultRE account with search_properties, search_contacts, add_contact, list_calendar_events and schedule_viewing, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can VaultRE do this on its own?

Vault has no automation that books a viewing from a message, and VaultRE's Zapier app has no calendar action (checked 22 Oct 2026): it has one action, Create Enquiry in Holding Area, and one trigger, New Property Listing (Sales). The API is open only to integrators MRI approves.

How you do it in VaultRE today

  1. Go to Calendar and click the date tile. In Add Event, change Type from Event to Scheduled Viewing.
  2. Set the Duration, search the database for the Property, and add Notes. Set View/Read and Edit access; Edit access can be ticked for Everyone or limited to staff or teams.
  3. Tick the accompanied and confirmed boxes where they apply, then add the attendee in the Attendee tab, an existing contact or a new one.
  4. If a duplicate of the attendee exists, click View Duplicates and choose Use on the right one.
  5. The event lands in your own calendar. To book it in another agent's, you need Global Calendar access, or Settings (Module Access) ticked in User Management.

How to book VaultRE scheduled viewings with AI

Prompt

Book a scheduled viewing at 14 Wattle Street, Marrickville for Priya Nair on Saturday at 10:30 in Sam's calendar. Check Sam is free first, add Priya as a contact if she is not in VaultRE, and mark it accompanied.
  1. 01

    Find the property

    search_properties by address and type returns the property_id and the agent on the card. When a sale card and a lease card share the address, the agent asks which one the buyer means.

  2. 02

    Find or add the attendee

    search_contacts by email or mobile returns the contact_id. Where nothing matches, the agent runs add_contact first, after your OK, so a viewing is never booked against a guess.

  3. 03

    Check the diary

    list_calendar_events for the agent's calendar on that day shows clashes. If the slot is taken, nothing is booked and the agent offers the nearest free slot.

  4. 04

    Book it

    schedule_viewing creates the event with type Scheduled Viewing on the chosen calendar, attaches the attendee and sets accompanied. It leaves confirmed off until the buyer confirms, and it sends no email or SMS.

  5. 05

    Report and hand over

    The agent returns each booking with date, address and attendee. Confirming, and sending Vault's email or SMS template with it, stays with the Confirmed toggle on the event in Vault.

What you get back

Example data

Booked 2 scheduled viewings for Saturday in Sam's calendar:
- 10:30 Priya Nair, 14 Wattle Street, Marrickville (accompanied)
- 11:15 Daniel Kim, 8 Carr Lane, Dulwich Hill
Not booked 1: Mei Chen, Sam already has an event at 12:00

Other ways to ask

  • Every Friday, book viewings for the buyers who replied "yes" to Saturday slots and list the rest for me.
  • Show me every scheduled viewing in Sam's calendar next week with the attendee and whether it is confirmed.
  • Book the same viewing for the leasing agent's calendar and note that the tenant needs a key collected.

What VaultRE allows, and what to know first

  • The Type options in Vault's Add Event screen are Event, Appraisal and Scheduled Viewing.
  • Vault manages scheduled viewings in the web app and in the Vault mobile app.
  • Marking an event Cancelled or Confirmed in Vault can send an email or SMS template to the contacts attached to it, and both toggles can be switched back.
  • Vault's calendar can be integrated with Office 365, Google or G Suite.

add_contact and schedule_viewing ask for your OK by default. To run it daily without you, switch confirmation off for those tools in your dashboard.

Sources: MRI Vault Help: Add scheduled viewings to your calendar · MRI Vault Help: Manage your calendar · MRI Vault Help: Integrate with Zapier

Call schedule_viewing from a script

curl

curl -X POST https://cotlet.dev/api/v1/vaultre/properties/22810/viewing/schedule \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"contact_id":"51377","starts_at":"2026-10-24T10:30:00+11:00","ends_at":"2026-10-24T11:00:00+11:00","calendar_user":"sam@harbourlane.example","accompanied":true}'

Example response

{
  "event_id": "evt_90331",
  "type": "scheduled_viewing",
  "property": "14 Wattle Street, Marrickville NSW 2204",
  "attendee": "Priya Nair",
  "calendar_user": "sam@harbourlane.example",
  "starts_at": "2026-10-24T10:30:00+11:00",
  "ends_at": "2026-10-24T11:00:00+11:00",
  "accompanied": true,
  "confirmed": false
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is vaultre_write → schedule_viewing. Example data.

Schedule it in n8n, Make, Zapier or cron

VaultRE tools this automation uses

Cotlet VaultRE tools used to book VaultRE scheduled viewings with AI
Tool Parameters
search_properties class, type, status, agent, location, address, updated_since, limit, cursor
search_contacts type, name, company_name, phone_or_email, category, include_archived, limit, cursor
add_contact type, first_name, last_name, company_name, email, mobile, source_of_enquiry, categories, note
list_calendar_events from, to, calendar_user, type
schedule_viewing property_id, contact_id, starts_at, ends_at, calendar_user, accompanied, confirmed, notes
All 14 VaultRE tools with descriptions

Frequently asked questions

Is it safe to connect VaultRE to Cotlet?

Yes. You sign in to VaultRE yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get VaultRE once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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