On-Demand Support to Patients and Their Caregivers Through Cass

This technical report highlights how one mental health chatbot, or psychological artificial intelligence service named Cass, has been customized to deliver on-demand support for caregiving professionals, patients, and family caregivers at a non-profit organization.


This technical report highlights how one mental health chatbot, or psychological artificial intelligence service named Cass, has been customized to deliver on-demand support for caregiving professionals, patients, and family caregiversat a non-profit organization. This low cost, user friendly, and highly customizable service allows emotional support to be scaled to thousands of people at a single time. The following report describes the phased approach to implementing Cass in order to reach staff, caregivers, and patients across Canada and the United States.

Categories: Psychology, Public Health, Healthcare Technology

Keywords: chatbot, text-based therapy, teletherapy, employee wellness, workforce mental health, computer-based therapy, remote patient monitoring, caregiver support, nurse support, healthcare technology


Mental illness has personal, professional, and economic impacts. Research indicates that 6.8% of the workforce is directly impacted by depression and $11,936 is lost annually on average per depressed employee due to absenteeism, disability and presenteeism. Barriers such as stigma and access issues prevent nearly 60% of people with a mental health problem from seeking help. Digital solutions such as mobile and web-based applications offer analternative source of support. One study found nearly 70% of participants expressed interest in using a digital application to self-manage their mental health. Individuals who find it challenging to talk about sensitive issues maybe more likely to share and disclose using mobile apps than through traditional in-person therapy. Psychological artificial intelligence services and mental health chatbots have been shown to significantly reduce symptoms of depression and anxiety in just two to four weeks of interaction.

Inspired by the opportunity to help thousands of people around the world at the same time, X2AI Inc. (X2) developed the customizable mental health chatbot called Cass Accessing support from Cass is convenient via existing communication channels such as text messaging (SMS) and Facebook Messenger and can be integrated with Amazon Alexa/Google Home for voice-enabled services. In addition to scalability, digital solutions offer the added benefit of easily integrating with existing programs and online courses, such as the Elizz Caregiver in the Workplace program at SE Health. SE Health is a Canadian, not-for-profit and charitable organization that has, since 1908, been responding to client, family, and health system needs, primarily in the home and community. In partnership with X2, SE Health expanded their employee service offerings to include Cass and deliver 24/7 and on-demand emotionally supportive conversations. This report describes the phased approach to implementing Cass in partnership with SE Health to support staff, patients, and family caregivers across Canada.

Technical Report

Phase I: Program customization and evaluation


Phase II: User experience optimization and service scaling

Since the first SE Health employee interacted with Cass, the system has been expanded to include 800 different supportive interventions, which enable over 3,000,000 unique conversations. Over 50 coaches and psychologists have written the conversations for Cass. Conversations are personalized to each employee's needs to deliver a range of interventions from cognitive behavioral therapy to deeper levels of support like psychodynamic therapy interventions. Quantitative and qualitative results from the trial period were considered in order to enhance the system and improve the user experience. For example, modules that received the highest helpfulness ratings based on Cass asking, “was that helpful?” after every intervention were prioritized to be delivered before others. Modules that were rated less helpful were improved by analyzing a variety of metrics that may have contributed to the helpfulness of more successful modules (i.e., module length, language, intervention themes, etc.). Additional updates included changes in outreach frequency of check-ins, and increased capacity to identify emotions, answer questions, and deliver relevant resources.

For the consumer version of Cass designed for family caregivers, the chatbot was customized in a number of ways and white labeled as Elizzbot (Figure 2). It was repositioned as a “helpful friend,” where the conversational copywriting was updated to reflect an encouraging and positive personality. Elizz caregiver coaches used the self-service X2 customization platform to add new relevant conversations to deal with the common emotions experienced by family caregivers. The user experience was extensively and systematically tested to optimize the conversation flow and error management. Unique elements were incorporated from a highly approachable, consumer-focused lens.

Today, the Elizzbot version of Cass offers on-demand emotional support to reduce burnout and improve well being to employees at SE Health, as well as visitors on Elizz.com. Caregivers like Jillian Bohac now have access to convenient support when feeling overwhelmed. As a full-time caregiver for her husband, Jillian is reminded by Elizzbot to care for herself; she explains how “as a social worker, you’d think I’d know better, but it sneaks up on you, the self-neglect. ”With a deeper understanding of the issues faced by caregivers, the system personalized support to best meet each person’s needs and reinforces skills practiced in previous discussions with check-ins to help build resilience.

Phase III: Extend support to patients

SE Health and X2 are preparing to expand the reach of the mental health chatbot in order to deliver more holistic support to caregivers and their patients. Through a grant awarded by the Baycrest Centre for Aging and Brain Health Innovation (CABHI), older adults are given access and able to talk to Cass through Amazon Alexa or Google Home. This version is customized to deliver voice-enabled emotional support to older adults with a focus on social isolation, loneliness, depression, and anxiety. A study with older adults is currently being prepared to show the effectiveness of the intervention. Results will support X2 in measuring the return on investment for healthcare providers and independent living facilities.

For the aging population, declining mental health has profound implications on personal, economic, and societal well-being. Social isolation and loneliness have been linked to increased risk of premature mortality, with links to coronary heart disease, stroke, and increased prevalence of dementia. Understanding that loneliness in older adults is often triggered by physical and/or social losses, Cass will help this population adjust to changes and make new connections. The continuous learning of an artificial intelligence platform will offer a safe space for older adults to engage in conversations about their concerns via text or voice. The voice enabled interface will be particularly supportive for participants with physical limitations or for those who find texting to be uncomfortable or inconvenient.

The impact of Cass on relieving feelings of social isolation and loneliness will be measured by the Duke Social Support Index (DSSI). Symptoms of depression and anxiety will also be measured before and after the Cass intervention based on scores from the Patient Health Questionnaire (PHQ-9) and Generalized Anxiety Disorder Scale (GAD-7). Finally, user satisfaction and feedback will be gathered directly through interactions with Cass throughout the intervention with questions such as “was that helpful?,” “what could I do to improve our conversations?” and “what have been the best/worst things about our interactions?” At least 20,000 older adults will be granted unlimited access to Cass across Canada and the United States.


The mental health chatbot covered in this paper offers convenient support to people in the moment they need it most through existing communication channels such as smartphones, tablets, laptops and computers. This is particularly beneficial for demographics where access to mental health support is limited in scope such as hours of service, costly treatment, and when it poses other barriers to those seeking support. Emotional support from Cass was found to decrease symptoms of depression and anxiety respectively by13% and 18%, while only costing a fraction of the fee for a single therapy session. With 24/7 on-demand access, active user pricing starts at $5 per month, or per employee per month pricing at scale can become as low as $0.05 per employee per year.

The innovative capacity of this service is highlighted in the system’s capacity for customization via the X2 self-service platform. This allows any provider to customize Cass in order to deliver a higher quality of care based on unique concerns, cultural values, location, and other demographic considerations. At SE Health, this service was carefully developed, tested, and scaled to support the organization's staff, patients, and public followers across Canada and around the world.

Engaging in over 20,000 patient visits every day, SE Health’s 9,000 staff maintain a pulse on the organization needs and help steer research and innovation initiatives. SE Health staff have been central to the evolution of the Cass service into the friendly, supportive, and continuously learning chatbot known as Elizzbot. With evidence of Elizzbot’s capacity to support caregivers, continued research efforts aim to strengthen the emerging body of knowledge outlining to the use of psychological artificial intelligence to help employees, patients, and the public to overcome many of the traditional barriers to care.

(Visit Elizz.com/Elizzbot to try Elizzbot, andelizz5lifestages.com to learn more about the Elizz 5 Life Stages of Caregiving Employee Program)


There is evidence that using psychological artificial intelligence to provide customized support for caregiving professionals, patients, and family caregiver is a feasible service delivery method. This report suggests that the Cass service may offer an affordable and scalable solution that accommodates the busy schedules of caregivers while helping them reduce burnout and improve resilience. Furthermore, Cass’ capacity to expand support to patients further reduces the caregiver burden and has the potential to relieve feelings of depression, anxiety, and loneliness.

Additional Information


Human subjects: Consent was obtained by all participants in this study. Animal subjects: All authors have confirmed that this study did not involve animal subjects or tissue. Conflicts ofinterest: In compliance with the ICMJE uniform disclosure form, all authors declare the following: Payment/services info: Authors AJ and MR are employees of the vendor X2 AI Inc., and therefore have a financial interest in the success o fproduct. Author MA is an employee of Saint Elizabeth Health Care and therefore has a financial interest in the success of the organization. X2 and Saint Elizabeth Health Care were awarded the 2018 Industry Innovation Partnership Program Grant (I2P2) grant through the Centre for Aging and Brain Health. Financial relationships: Angela Joerin, Michiel Rauws declare(s) employment from X2AI Inc. Authors AJ and MR are employees of the vendor X2 AI Inc., and therefore have a financial interest in the success of product. . Mary Lou Ackerman declare(s) employment from Saint Elizabeth Health Care. Author MA is an employee of Saint Elizabeth Health Care and therefore has a financial interest in the success of the organization. . Angela Joerin, Michiel Rauws, Mary Lou Ackerman declare(s) a grant from Centre for Aging and Brain Health. X2 and Saint Elizabeth Health Care were awarded the 2018 Industry Innovation Partnership Program Grant (I2P2) grant through the Centre for Aging and Brain Health. Intellectual property info: The mental health chatbot, Cass, and the self-serve customization platform are proprietary rights of X2AI Inc. Other relationships: All authors have declared that there are no other relationships or activities that could appear to have influenced the submitted work.


X2 gratefully acknowledges the contributions of its partners to the success of the Cass program: Saint Elizabeth Health Care, Baycrest Centre, Centre for Aging and Brain Health (CABHI), and AARP Foundation.


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