X2AI

What X2AI does

X2AI, operating under the brand name "Cass," is a privately held, San Francisco-based company that builds a conversational AI platform for mental healthcare engagement and patient onboarding. Its flagship product, Cass, is an AI-powered onboarding assistant that automatically engages healthcare website visitors, answers questions about insurance coverage and care options, captures leads, and books sessions 24/7. The platform is composed of five integrated modules — Cass Engage (automated Q&A and lead nurturing), Cass Copilot (live human handoff), Cass Chat (emotional support backed by 15 published clinical studies), Cass Signals (analytics for marketing and clinical teams), and Cass Support (navigation assistance) — built around a healthcare-tuned natural language processing core. The product covers care types including mental health, diabetes, stress and sadness, and nurse/physician care.

The business operates as a B2B enterprise SaaS platform, targeting health insurance companies (payers) and healthcare providers — including telehealth organizations — through a direct, demo-driven enterprise field sales motion. Pricing is quote-based and not publicly disclosed, and contracts are customized per customer. Named customers include DCF (David Cohen Families), United Ways California, Stanford University, Nemours, NWF Health Network, SE Health, IBH, Cascade, and Catholic Charities USA, spanning pediatric, academic, behavioral health, nonprofit/community, and social-service end markets. The company reports enabling customers to provide access to care for 1,000,000+ people and holds AICPA SOC 2 Type 2 compliance, an important enterprise-procurement signal for healthcare buyers. The company operates with a very small team of 1-10 employees and has no disclosed funding rounds, leadership team, partnerships, or M&A activity in the source data.

Name

X2AI

Legal name

Cass

Website

https://x2ai.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

X2AI, operating as Cass, is a San Francisco-based company that builds a conversational AI platform for healthcare organizations to engage website visitors, qualify leads, and book mental health appointments 24/7, serving health insurers, telehealth providers, and care delivery organizations.

Ownership category

akta.pro rank

Product category

Conversational AI for Mental Healthcare

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ)

Keywords

• Conversational AI platform
• Mental health chatbot
• Healthcare patient onboarding
• AI patient engagement
• Telehealth conversion software

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

X2AI (doing business as Cass) develops and sells Cass, a conversational AI platform purpose-built for mental healthcare engagement and patient onboarding. The platform automates 24/7 website visitor engagement, lead capture, insurance verification, and session booking for healthcare providers and health insurance payers, with modules for question answering (Cass Engage), human handoff (Cass Copilot), emotional support (Cass Chat), and analytics (Cass Signals).

Product overview

X2AI offers Cass, a unified conversational AI platform designed to close mental healthcare gaps. The portfolio consists of the core Cass AI assistant plus five integrated modules: Cass Engage (question answering and lead nurturing), Cass Copilot (live human handoff), Cass Chat (emotional support backed by clinical studies), Cass Signals (analytics and insights), and Cass Support (navigation assistance). Together, these products provide end-to-end visitor engagement from initial conversation through session booking.

Differentiator

Problem solved

Functional benefit

Brands

• Cass Support: AI-powered chat support for emotional and mental health assistance.
• Cass Engage
• Cass Copilot
• Cass Signals
• Cass Chat

Products and services

• Cass AI onboarding specialist that engages healthcare website visitors 24/7, captures leads, qualifies prospects, verifies insurance coverage, and books care sessions. Targets health insurance companies, healthcare providers, and individuals seeking mental health, diabetes, stress, or nurse/physician care services.
• Cass Engage AI-powered onboarding assistant that instantly answers visitor questions using the purchasing organization's healthcare expertise to nurture more qualified users and improve conversion rates during the patient journey.
• Cass Copilot AI-powered tool that invites qualified visitors to instantly connect via live chat or calls with real human clinicians or staff when the AI determines escalation is needed.
• Cass Chat AI chatbot providing ad-hoc emotional support to overcome the anxiety of signing up for mental healthcare programs, supported by 15 published clinical studies validating the underlying approach.
• Cass Signals Analytics dashboard that surfaces insights to marketing and clinical teams about what users need most, enabling data-driven optimization of engagement and care delivery strategies.
• Cass Support AI-powered chat support assistant providing emotional and mental health assistance to individuals seeking care, functioning as the direct-to-consumer entry point of the Cass platform.

Quantifiable outcome

• Enabled telehealth companies to give 1,000,000+ people access to care
• +1 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Woebot Health: AI-powered mental health chatbot platform offering emotionally intelligent conversational support. Directly comparable to X2AI's Cass Chat in product category, target users, and AI-driven engagement model.
• Wysa: AI mental health chatbot used by employers, health plans, and providers to deliver anonymous emotional support and self-guided care. Comparable to X2AI's Cass across both B2B2C payer/provider sales and AI-driven mental health delivery.
• Loyal Health: Patient engagement and access platform using AI to guide patients through healthcare journeys. Comparable to X2AI in targeting healthcare providers with technology that improves conversion and reduces friction in care access.
• Notable: Healthcare AI platform automating patient intake, scheduling, and engagement for provider systems. Comparable to X2AI's Cass in provider-side patient engagement and process automation focus.
• Syllable: Healthcare-focused conversational AI platform for patient navigation, triage, and engagement with provider systems. Comparable to Cass in vertical specialization and provider-side patient engagement focus.
• Hyro.ai: Conversational AI platform purpose-built for healthcare, automating patient engagement, scheduling, and FAQ resolution. Closely comparable to Cass Engage/Copilot in deployment model and healthcare-provider customer base.

Broad incumbents

• Spring Health: Mental health benefits platform for employers and health plans combining AI-driven provider matching with therapy and coaching. Comparable to Cass in B2B payer sales motion and mental health focus.
• Talkspace: Online therapy platform serving payers, employers, and direct consumers with text/audio/video therapy. Comparable to X2AI in mental health delivery and B2B payer channel but delivers via human therapists rather than AI.
• Lyra Health: Enterprise mental health benefits platform serving employers and health plans with therapy, coaching, and digital tools. Comparable to X2AI in payer/employer go-to-market but offers a broader human-delivered care model.
• Headspace Health: Major digital mental health platform combining content, coaching, and therapy. Overlaps with Cass in mental health employer/payer channel but operates at much larger scale and offers a broader portfolio including human coaches.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/x2_ai
• Facebookfacebook.com/X2AI.emotion
• LinkedInlinkedin.com/company/cassai

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds4 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about X2AI