Define objects with AI Mode

Use AI Mode to define the objects you want, in Custom Aggregation and Global Search, by describing them in plain English

Overview

AI Mode is currently provided in beta and is under active development. Review generated queries and results carefully before relying on them.

Creating a custom Object in Custom Aggregation normally requires understanding CAST object types, graph link semantics, and the visual rule builder - a significant barrier even for experienced users. AI Mode removes that barrier: describe the objects you want in plain English, and the AI translates your description into a query, which you can review, adjust, and run.

In Custom Aggregation, AI Mode is used to define which objects should be included when you create a new custom Object. The same capability is also available in Global Search, to bring back objects matching your description.

AI Mode requires an AI provider to be configured in AI Settings and the AI Features Access role to be granted to your profile - see Why AI Mode might be unavailable.

Where to find it

Global Search:

Open Global Search.
Select the AI Mode tab.

Custom Aggregation:

Open Custom Aggregation and choose Create (or Edit) on a custom node.
Select the AI Mode tab in the filter dialog.
If you are editing a node that was originally created with AI Mode, the dialog opens directly into AI Mode with your original request and query already filled in - there is no need to select the tab again.

How to use it

Describe the objects you want in the text box, in plain English.

If you leave the box empty, a few example requests are shown as clickable suggestions, based on data already in your application. Select one to use it as-is or as a starting point.
Select Generate. The AI translates your description into a query and runs it automatically.
The matching objects appear below, just like a regular search or filter.

What you can describe

AI Mode understands several kinds of requests, and can combine them in a single description:

What you want	Example
Objects of a given type	“All COBOL programs”
Objects matching a name pattern	“All programs whose name starts with PAY”
Objects that call other objects (Caller-Of)	“All methods that call database tables”
Objects called by other objects (Callee-Of)	“All JPQL queries called by executable objects”

What you see after generating

Your original request is shown at the top, so you always know what produced the current objects.
A Show query toggle lets you view or hide the generated query. You do not need to understand it to use AI Mode, but it is available if you want to check or reuse it.
Results are capped at 1,000 objects by default. If you need more or fewer, you can change this yourself - see Editing the generated query.

Editing the generated query

An Edit option lets you modify the generated query to fit your specific needs. You can refine which objects are matched, adjust the result limit, or make other changes before running the query again.

How it works, step by step:

Select the Edit icon next to the generated query. The query becomes editable.
Make your changes directly in the query.
Select the same button, now showing Run, to execute your edited version. The matching objects below update accordingly.
Once you make a change, a Manually edited label appears next to the query, so it stays clear that it no longer matches exactly what the AI originally produced.
While a query is running, the button changes to Stop, letting you cancel the query execution.

Saving your work (Custom Aggregation)

When you are satisfied with the objects returned, confirming the dialog in Custom Aggregation saves both your original request and the query - including any edits you made - as the node’s rule. The custom node then includes all objects matching that rule, using the same underlying mechanism as a manually built rule. If you reopen that node later to edit it, AI Mode opens again with everything exactly as you left it, so you can review the query and its results before making changes.

Why AI Mode might be unavailable

Permissions

AI Mode requires the AI Features Access role, which grants the underlying AI_FEATURES permission. You have access if you are a global Administrator, or if an administrator has added the role to your profile - see Default profiles and roles. Otherwise, the tab appears disabled.

AI provider not configured

An administrator needs to set up an AI provider under AI Settings first. Until that is done, AI Mode stays disabled with a tooltip explaining that the AI provider needs to be configured.

Service unavailable

If the Agents service is temporarily unavailable, AI Mode will be disabled and a message will indicate that the service is currently unavailable.

Make sure the latest MCP Server (3.1.0-beta4) is healthy to ensure that the AI Mode tab is enabled.

Key rules

Describe the objects you want in plain English - you do not need to know the underlying CAST object types, link directions, or query syntax.
Use the suggestion chips as a starting point if you are not sure how to phrase your request.
Edit the generated query if you need to change the result limit or refine which objects are matched, then select Run.
In Custom Aggregation, confirm the dialog to save your request and query as the custom node’s rule.