However this does not necessarily have to be related to causality, and counterfactual statements about a causal model. The math behind counterfactuals and causality is actually well understood now (see any of Pearl's books). It does not actually require that a system be embodied, just that the system have some suitable (and correct) causal model of the world.
It would of course be amazing to have both in one system, but that is not required. An AI system that understood causality and language could be bootstrapped from causal models supplied by humans - or even other AIs :)