Perfect, that was what I needed but I’ll answer my questions above for others reference if they’re just getting started.
Enable the Automation plugin first and then create an Automation using the AI Triage how to link above from Moin. Note that if you’re using the built in personas like Forum Helper then you CANNOT adjust the Enabled Tools and Forced Tools settings. If you want to customize those settings then you need to create a new/custom persona. As for the tools, read etc, these are built in tools and you don’t need to create any custom tools to access them, however, they will be available only through custom personas (build in personas will have the options greyed out).
I realized the AI Bot and Helper are two special agents which they their own assigned LLM models. If I need to change what LLM they are using I need to go into their assigned LLM’s and update the configuration directly in their respective configurations. I cannot create a custom LLM model and then reassign these two agents to use them like one can do with a personas.